Finance AI Specialist jobs in United States
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Crest Vale ยท 4 hours ago

Finance AI Specialist

Crest Vale is an HR consultancy firm, and they are seeking finance experts with strong AI prompting capabilities to create structured guides that transform general-purpose AI into domain-specialized financial tools. This project-based opportunity is ideal for professionals with deep finance expertise and practical experience using AI for workflow enhancement.

Management Consulting

Responsibilities

Translate complex finance concepts into AI-readable formats
Prompt, test, and refine AI agents for improved domain-specific performance
Create reusable instructions, templates, and best practices for AI agents
Potential to collaborate asynchronously with AI researchers on validation and design

Qualification

Finance expertiseAI promptingFinancial modelingAI tools experienceClear writingSelf-directedHighly organized

Required

Field of study: Finance, Accounting, Marketing or Business, Human Resources or relevant field
2+ years of experience in finance, investment banking, private equity, or hedge fund experience preferred
Strong practical understanding of financial modeling, transactions, or research workflows
Demonstrated expertise using and prompting AI tools (e.g., GPT, Claude, etc.)
Ability to write clear, structured content for both human and AI consumption
Self-directed, highly organized, and able to work independently

Company

Crest Vale

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Crest Vale is a professional space for organizations and individuals who understand that vision alone is not enough, it must be paired with the right strategies to achieve real growth.

Funding

Current Stage
Early Stage
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