FP&A Expert
Core
Evaluate and improve AI-agent performance in Financial Forecaster by reviewing, quality-assuring, and grading complex financial forecasting, covenant, and reporting workflows.
Role type
Senior IC FP&A Expert (AI Evaluation)
Builds
AI-agent training data and evaluation frameworks for financial forecasting and compliance
Domain
Financial Planning & Analysis / Artificial Intelligence
Deliverable
production ML models
Required skills
Financial forecasting, covenant analysis, lender reporting, GAAP/non-GAAP interpretation, multidimensional financial modeling, scenario hierarchy management, data reconciliation, credit agreement compliance, entity structure analysis, technical accounting
Preferred skills
Credit agreement compliance, borrowing base reporting, going concern/impairment analysis, segment reporting, SEC reporting, disclosure committee processes
Technologies
Financial Forecaster, Stripe, Wise
Responsibilities
Review and quality-assure AI-agent outputs against underlying financial models and supporting documents; Identify agent failure modes in financial reasoning; Refine financial tasks and prompts to reflect authentic FP&A workflows; Develop grading guidance for correct vs. incorrect financial conclusions; Detect plausible but technically incorrect answers in financial reporting; Apply expert knowledge of accounting standards and model mechanics to evaluate agent performance.