FP&A Expert

This is a fully remote position, open to applicants in United States.

📋 Description

• Conduct reviews and quality assurance for AI-agent implementations in Financial Forecaster.

• Assess completed agent operations against the actual model and relevant documentation.

• Confirm scenario, account, coordination, accounting basis, conclusions, and deliverables.

• Identify failure modes of agents and tasks that are overly simplistic or solvable without Financial Forecaster.

• Enhance task prompts and seeded environments to accurately represent FP&A and lender-reporting activities.

• Revise grading criteria to ensure correct responses are validated while incorrect ones are flagged.

• Identify gating failures, such as incorrect scenarios or vintages, improper accounting bases, excluded add-backs, undocumented model corrections, and answers that are overly influenced by source documents.

• Recognize plausible yet incorrect answers presented at the wrong level of detail or inconsistent with the reporting package.

• Participate in projects aimed at training and improving AI systems for Mercor and its research collaborators.

⛳️ Requirements

• Must regularly utilize Financial Forecaster, at least weekly, as part of current or recent professional responsibilities.

• Minimum of 5 years of professional experience in FP&A, financial reporting, technical accounting, lender reporting, treasury, or controllership.

• Experience in roles such as FP&A analyst/manager, financial reporting analyst, technical accounting analyst, treasury/lender-reporting analyst, or controller.

• Practical experience with Financial Forecaster models, including multidimensional models, scenarios, accounts and assumptions, CSV imports, note surfaces, scenario trees, saved views, and exports.

• Ability to differentiate between input accounts and calculated accounts, as well as to recognize overrides.

• Capacity to identify the governing scenario and forecast vintage.

• Skill in tracing figures in the reporting pack back to the corresponding account, scenario, and coordinate.

• Proficiency in navigating account hierarchies and scenario trees.

• Ability to identify errors in units, scale, period, and basis.

• Capability to reconcile conflicting sources and determine which source takes precedence.

• Understanding of entity structures and governing documents.

• Familiarity with credit agreement mechanics, covenant calculations, borrowing bases, and compliance certificates.

• Knowledge of GAAP, non-GAAP, covenant measures, AICPA PFI guidance, ASC 205-40, ASC 280, SAB 99 / Topic 1M, Release 33-10751, and Reg S-K Item 303.

• Sound judgment regarding the correctness and completeness of answers.

• CPA, CFA, or MBA is preferred but not mandatory.

• Must be eligible to work without H1-B or STEM OPT sponsorship.

🏝️ Benefits

• Fully remote position.

• Flexible scheduling options.

• Project durations may be extended, shortened, or concluded earlier based on needs and performance.

• Weekly payments via Stripe or Wise based on services provided.

• Competitive compensation.

• Opportunity to collaborate with leading researchers.

• Chance to contribute to the development of next-generation AI systems.

• Referral bonus of up to $440 for each successful referral, subject to conditions.

• Reasonable accommodations available upon request.