Financial Planning Analyst
Financial Planning Analyst

Financial Planning Analyst

Full-Time No home office possible
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At a Glance

  • Tasks: Combine financial analysis with language skills to train AI models in finance.
  • Company: Join Mercor, a leading tech company connecting talent with AI research labs.
  • Benefits: Competitive pay, remote work, flexible hours, and valuable experience.
  • Why this job: Make an impact in finance while working with cutting-edge AI technology.
  • Qualifications: Fluent in Japanese and English, with a strong finance background.
  • Other info: Remote role with structured goals and excellent career growth potential.

Financial Planning Analyst – Financial Specialist (Independent Contractor)

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.

About the Job

Position: Finance Specialist (Financial Planning Analyst)

Type: Independent Contractor

Compensation: $50 per completed and approved Excel model (payments issued weekly)

Location: Remote

Duration: 1 week (possibility for extension)

Commitment: ~10 hours/week

Role Responsibilities

  • Design and write detailed prompts for generating complex financial Excel models.
  • Review and refine AI-generated spreadsheets for structural integrity and formula accuracy.
  • Ensure financial logic, dynamic formulas, and input‑calculation separation are correctly implemented.
  • Contribute models such as amortization schedules, lease accounting (ASC 842), bank reconciliations, and fixed asset rolls.
  • Deliver fully functional, formula‑dense Excel files that meet rigorous quality standards.
  • Utilize a State‑of‑the‑Art AI Agent to create advanced Excel files.

Qualifications

  • 3+ years of experience in accounting, audit, or financial reporting.
  • Strong proficiency in Microsoft Excel, including complex formulas, modeling, and spreadsheet architecture.
  • Meticulous attention to detail and ability to verify mathematical and structural accuracy.
  • Experience creating or auditing Excel models used in professional settings.

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

  • For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome/welcome
  • For any help or support, reach out to: support@mercor.com

Seniority Level

  • Not Applicable

Employment Type

  • Part‑time

Job Function

  • Finance

Industries

  • Software Development

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Financial Planning Analyst employer: Mercor

Mercor is an exceptional employer that fosters a dynamic and innovative work culture, perfect for those looking to make a meaningful impact in the finance domain. With a commitment to employee growth, we offer flexible remote working arrangements and the opportunity to collaborate with top-tier talent and industry leaders. Join us in San Francisco, where your expertise in financial analysis and bilingual skills can thrive in a supportive environment that values creativity and technical excellence.
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Contact Detail:

Mercor Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Planning Analyst

✨Tip Number 1

Get familiar with the company culture at Mercor. Research their values and mission to tailor your conversations during interviews. This shows you’re genuinely interested and helps you connect better with the team.

✨Tip Number 2

Practice your financial terminology in both Japanese and English. Since this role requires fluency in both languages, being able to discuss complex concepts smoothly will give you an edge during the AI-led interviews.

✨Tip Number 3

Prepare for the AI-led interview by brushing up on your past experiences. Be ready to discuss specific projects or challenges you've faced in finance, as this will help demonstrate your expertise and problem-solving skills.

✨Tip Number 4

Don’t forget to showcase your writing skills! Since the role involves translating and adapting financial content, consider sharing samples of your work or discussing your approach to financial writing during the interviews.

We think you need these skills to ace Financial Planning Analyst

Fluency in Japanese
Fluency in English
Financial Analysis
Investment Expertise
Writing Skills
Analytical Skills
Communication Skills
Cultural Insights
Knowledge of Financial Regulations
Instructional Design
Reporting Skills
Academic Publishing
Familiarity with Generative AI Models
Machine Learning Concepts

Some tips for your application 🫡

Tailor Your Resume: Make sure your resume highlights your financial expertise and language skills. We want to see how your experience aligns with the role, so don’t be shy about showcasing relevant projects or achievements!

Nail the AI Interview: The AI-led interview is your chance to shine! Brush up on your financial terminology in both Japanese and English, and be ready to demonstrate your analytical skills. We’re looking for clarity and precision, so practice makes perfect!

Showcase Your Writing Skills: Since writing is a big part of this role, include samples of your financial writing if possible. We love seeing how you can translate complex concepts into clear, structured content. It’s all about making those ideas accessible!

Apply Through Our Website: Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we review applications daily, so the sooner you apply, the better!

How to prepare for a job interview at Mercor

✨Master the Financial Jargon

Make sure you brush up on your financial terminology, especially in both Japanese and English. Being able to fluently discuss complex concepts will show that you’re not just a language expert but also a finance whiz.

✨Showcase Your Analytical Skills

Prepare examples from your past experience where you’ve successfully analysed financial data or created reports. This will help demonstrate your analytical prowess and how it can benefit the role at Mercor.

✨Cultural Insights Matter

Since the role requires knowledge of Japanese markets, think about specific cultural or regulatory insights you can share during the interview. This will highlight your understanding of the nuances in finance that are crucial for the position.

✨Practice Makes Perfect

Given that there’s an AI-led interview, practice answering common interview questions in both languages. This will help you feel more comfortable and confident when it’s time to showcase your skills.

Financial Planning Analyst
Mercor
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