Finance Domain Expert (Subject Matter Expert)
Confidential
Posted: January 30, 2026
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Quick Summary
Design, evaluate, and refine AI-driven solutions for complex financial workflows.
Required Skills
Job Description
Engagement Model: Freelancer / Independent Contractor
Work Location: US – Remote
Start Date: ASAP
Qualification Requirements:
• Successful completion of a role-specific written assessment
• Background check clearance
About the Role
DataForce by TransPerfect is seeking experienced Finance Domain Experts to support an advanced Generative AI and LLM initiative focused on financial workflows. In this role, you will bring deep real-world finance expertise to help design, evaluate, and refine AI-driven solutions used in complex financial analysis and decision-making.
You will collaborate closely with AI, product, and engineering teams to ensure that model outputs reflect industry best practices, analytical rigor, and practical relevance across multiple finance domains.
Key Responsibilities
Workflow Definition
• Collaborate with AI and engineering teams to define common, research-driven financial workflows within your domain (e.g., M&A analysis, company valuation, portfolio construction).
• Translate real-world financial processes into structured, repeatable workflows suitable for AI modeling.
Evaluation & Test Case Creation
• Design comprehensive evaluations and test cases to measure AI performance.
• Define inputs, expected outputs, and success criteria for each workflow.
Capability Assessment
• Assess the model’s ability to perform complex financial tasks, including:
• Financial statement analysis
• Data extraction and normalization
• Market and competitive trend identification
• Risk assessment and scenario analysis
Data Curation & Annotation
• Guide the identification and curation of high-quality financial data sources.
• Support data annotation efforts to improve model training and fine-tuning.
Feedback & Iteration
• Provide structured feedback on model outputs.
• Partner with product teams to iterate on improvements that enhance accuracy, relevance, and usability.
Domain Coverage & Example Workflows
Depending on expertise, work may focus on one or more of the following areas:
Investment Banking
• Market and competitive research
• M&A, valuation, and strategic modeling
• Industry and sector analysis
Private Equity
• Market sizing and commercial diligence
• Competitive dynamics and growth drivers
• Investment thesis validation
Asset Management
• Earnings analysis and quarterly updates
• Portfolio construction and performance analysis
• Investment strategy support
Equity Research
• Investment thesis development (buy/hold/sell)
• Financial modeling and valuation
• Industry and macroeconomic analysis
Core Financial Workflows
• Discounted Cash Flow (DCF) analysis
• Leveraged Buyout (LBO) modeling
• M&A modeling
• Comparable and precedent transaction analysis
• Financial forecasting