Lead Finance AI Specialist

Qualifications

• Exceptional communication and interpersonal skills
• Bachelor's degree or greater in Business, Accounting, Finance, Financial, Marketing, Economics, Advertising, Communication, Sales
• 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

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

Full Description

CoreVista Strategies is an HR consultancy firm that utilizes an Artificial Intelligence System for candidate matchmaking. They are seeking a Lead Finance AI Specialist to translate complex finance concepts into AI-readable formats and collaborate with AI researchers to enhance domain-specific AI performance.

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

Skills

• Exceptional communication and interpersonal skills

• Bachelor's degree or greater in Business, Accounting, Finance, Financial, Marketing, Economics, Advertising, Communication, Sales

• 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 Overview

• CoreVista Strategies partners with organizations to design and implement innovative solutions that align people, processes, and purpose.

It was founded in 2023, and is headquartered in Chicago, Illinois, US, with a workforce of 2-10 employees.

Its website is https://corevistastrategies.us.