Financial Planning Consultant

Financial Planning Consultant

Financial Planning Consultant – Mercor . Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark , General Catalyst , Peter Thiel , Adam D'Angelo , Larry Summers , and Jack Dorsey .

Base Pay Range

$50/hr

Job Details

Position: Finance Specialist. Type: Independent Contractor. Location: Remote. Duration: 1 week (with possibility for extension). Commitment: ~10 hours/week.

Role Responsibilities

• Write detailed prompts describing complex consulting workflows for synthetic Excel generation.
• Review and validate AI-generated spreadsheets for logical accuracy and formula structure.
• Refine models to ensure clean layout, dynamic interdependencies, and correct formatting.
• Contribute examples such as market sizing models, cost‑benefit analyses, standalone costing, and pricing strategy tools.
• Deliver formula‑rich, professional‑grade Excel files with clear input‑calculation separation.
• Access state‑of‑the‑art AI Agent to create advanced Excel models.

Qualifications

• 3+ years of experience in management consulting, strategy.
• Proficiency in Microsoft Excel, especially in building analytical models and dashboards.
• Strong familiarity with frameworks used in consulting (e.g., cost modeling, TAM analysis).
• Attention to detail and ability to assess complex interrelated formulas.
• Experience creating or working with Excel models in client‑facing or internal strategy projects.

Compensation & Legal

• $50 per completed and approved Excel model.
• Payments issued weekly for accepted deliverables.
• Independent contractor arrangement.

Application Process

• Submit your resume to express interest.
• Candidates may be asked to complete a short Excel task as part of the evaluation.

Resources & Support

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PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.