Excel Specialist – AI Trainer

Required Skills

Microsoft Excel

Job Description

Job Title: Excel Specialist – AI Trainer

Job Type: Contract (Full-time or Part-time)

Location: Remote

Job Summary:

Are you passionate about unleashing the full power of Microsoft Excel and eager to see your expertise shape the next generation of artificial intelligence? Join our customer’s team as an Excel Specialist – AI Trainer and play a pivotal role in advancing AI’s understanding of real-world spreadsheet workflows. This role is ideal for Excel professionals who thrive on precision, enjoy documentation, and excel in clear communication.

Key Responsibilities:

• Design and create realistic Excel tasks, templates, and workflows that mirror authentic business scenarios.
• Annotate, review, and validate AI-generated spreadsheets to ensure logical structure, data accuracy, and usability.
• Deliver expert feedback on formula logic, data entry methods, and spreadsheet best practices.
• Collaborate with cross-functional teams to guarantee high-quality, relevant, and actionable training data.
• Document typical spreadsheet processes and outline common Excel troubleshooting strategies.
• Assess and enhance the clarity and practicality of AI training materials through detailed critique and suggestions.
• Maintain consistent, professional written and verbal communication throughout all project phases.

Required Skills and Qualifications:

• 3+ years of professional experience in a finance-focused role (e.g., investment banking, FP&A, corporate finance, asset management, or similar).
• Mastery of Excel for finance applications: financial modeling, forecasting, complex formulas (e.g., INDEX/MATCH, NPV, IRR), pivot tables, and dashboards.
• Strong attention to detail and familiarity with spreadsheet auditing and logic troubleshooting.
• Excellent written communication skills and ability to articulate financial reasoning clearly.
• Self-motivated and comfortable working independently in a deadline-driven remote setting.

Preferred Qualifications:

• Experience training colleagues or creating SOPs, templates, or process documentation.
• Familiarity with Excel add-ins like Power Query, Solver, or Bloomberg plugins.
• Exposure to Google Sheets or collaborative financial tools.