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I am looking for Finance Subject Matter Experts who also know their way around Python and github to audit, refine. You'll review Ai task instructions and scoring rubrics then roll up your sleeves and edit markdown files and Python script directly via Pull Requests to fix logic errors, close clarity gaps and ensure every task meets professional standards - Who you are You should have dep subject matter expertise in finance, you've worked as an analyst, in investment banking, corporate finance, equity reserach, FP&AA or closely related field. - Nice to have ** CFA, CPA or MBA with a finance concentration ** Professional expereince building financial models in Excel or Python for deal evaluation, forecasting or valuation
Project ID: 40411897
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31 freelancers are bidding on average $184 HKD/hour for this job

⭐⭐⭐⭐⭐ Looking for Finance Expert ❇️ Hi. After reviewing your project requirements, I understand that you need a Finance Subject Matter Expert well-versed in Python and GitHub. With my extensive background in finance and proficiency in Python, I am well-equipped to audit, refine, and enhance your AI task instructions and scoring rubrics. ➡️ Why Me? I come with deep subject matter expertise in finance, having worked extensively as an analyst in investment banking and corporate finance. My roles in equity research and financial planning and analysis (FP&A) have endowed me with a robust skill set that aligns perfectly with your project needs. Additionally, I hold a CFA and have substantial experience using Python to build financial models for deal evaluation, forecasting, and valuation. ➡️ Lets have a quick chat to discuss your project in more detail, and I can walk you through some of my previous projects where I refined complex financial models and contributed to high-level financial decision-making processes. ➡️ Some of my similar work: ✅ Developed a comprehensive financial model for a $100M M&A transaction. ✅ Led a team that designed a forecasting model which improved budgeting accuracy by 30%. ✅ Created valuation models that have been used in several high-profile IPOs. ✅ Contributed to the development of financial analysis tools that integrate Python scripts for automated report generation. Waiting for your response! Best Regards, Dr. Muhammad Asad
$150 HKD in 30 days
6.7
6.7

CPA License holder Hi, I am an experienced Associate Member the Certified Cost and Management Accountant (ACMA), a Financial Analyst and a Certified Public Accountant (CPA) with more than 7+ years' experience in finance. I have gone through your project with interest, and it seems a perfect match with my skills. May I ask you a few questions about your project? What’s the principal activity of your business? Do you have any specific reporting requirements? When would you like to start? I have been providing financial modelling, business analysis, business plans, financial analysis, financial forecasting, Excel, advanced Excel, Visual Basic, payroll, data processing, data entry, finance, accounting, and financial research services and have more than 3+ years with a top-rated audit firm (KPMG), during which I have dealt with a number of clients and provided them extremely satisfactory services. Apart from that, I am also highly proficient in different accounting software packages like Excel, Advanced Excel, QuickBooks, Intuit QuickBooks, Xero, Microsoft Dynamics, Enterprise and more. I am a fast learner, problem solver, detail-orientated and highly organised. Looking forward to hearing from you soon! Looking forward to hearing from you Best regards. Zakwan
$500 HKD in 2 days
6.4
6.4

Hello, With over 7 years of experience in Excel, Data Science, Financial Analysis, and Financial Modeling, I have the expertise required for your project. I have carefully reviewed the project requirements and believe that my skill set aligns well with the tasks at hand. For this project, I will meticulously audit and refine the Ai task instructions and scoring rubrics. By directly editing markdown files and Python scripts through Pull Requests, I will rectify logic errors, address clarity gaps, and ensure that each task adheres to professional standards. My background in finance, coupled with proficiency in Python and github, makes me well-suited to handle the intricacies of this project. I am keen on further discussing how I can contribute to your project. Please connect with me via chat to explore this opportunity in more detail. You can visit my Profile at: https://www.freelancer.com/u/HiraMahmood4072 Thank you.
$115 HKD in 40 days
6.4
6.4

Hi, I am a CPA, Certified Accountant, and finance professional with strong expertise across corporate finance, financial modeling, accounting, forecasting, valuation, and analytical review. My background includes hands-on experience in financial reporting, investment analysis, forecasting models, tax strategy, and spreadsheet/Python-based financial workflows, making me well-suited for finance SME auditing and AI task refinement. In addition to deep finance knowledge, I am comfortable working with Python, GitHub, markdown documentation, and pull request workflows. I can effectively review AI task instructions, scoring rubrics, financial logic, and technical implementations to identify inaccuracies, close clarity gaps, improve methodological precision, and ensure all deliverables meet professional-grade standards. I understand the importance of combining finance subject matter expertise with technical execution, especially when refining valuation models, forecasting frameworks, investment analysis tasks, and educational content. My approach is highly detail-oriented, analytical, and focused on maintaining both technical correctness and financial rigor. I can contribute immediately by auditing financial content, refining scripts, improving documentation, and ensuring tasks align with real-world professional finance practices. Thanks, Mussadiq Hussain
$130 HKD in 40 days
6.1
6.1

Dear , We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time. We are 25 years in this business and our technical specialists have strong experience in Python, Excel, Finance, Financial Analysis, Data Science, Data Analysis, Financial Modeling, GitHub, Investment Banking and other technologies relevant to your project. Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews. Please contact us via Freelancer Chat to discuss your project in details. Best regards, Sales department Tangram Canada Inc.
$200 HKD in 5 days
7.3
7.3

Your AI training pipeline will fail if your finance tasks contain logical errors that reinforce bad habits in the model. I've seen this exact issue with 2 fintech clients where poorly structured rubrics taught their LLM to calculate IRR incorrectly, costing them 6 months of retraining. Before I commit to auditing your dataset, I need clarity on two things: What's the current error rate you're seeing in model outputs when tested against CFA Level 2 standards? And are your Python scripts using libraries like numpy-financial or custom implementations that might have floating-point precision issues in DCF calculations? Here's how I'll approach this: - FINANCIAL MODELING AUDIT: Review every valuation task against GAAP/IFRS standards and flag logic errors in WACC calculations, terminal value assumptions, and sensitivity analysis structures that would mislead the AI. - PYTHON + GITHUB WORKFLOW: Submit pull requests with inline comments explaining why each change matters - not just fixing syntax but correcting financial logic like ensuring XIRR handles irregular cash flows properly or that your LBO model accounts for mandatory debt paydowns. - RUBRIC REFINEMENT: Rewrite scoring criteria to penalize technically correct but financially nonsensical outputs - like a model that calculates positive equity value for a bankrupt company or uses historical volatility without adjusting for market regime changes. - EXCEL-TO-PYTHON TRANSLATION: Validate that your Python scripts replicate Excel financial functions exactly, especially tricky ones like XNPV where date handling can introduce errors. I spent 8 years in investment banking building models for M&A deals ranging from $50M to $2B, then moved into fintech where I've trained 3 data science teams on financial accuracy standards. I don't take on projects where the requirements are vague - let's schedule a 20-minute call to review a sample task so I can assess the scope of corrections needed.
$142 HKD in 30 days
5.4
5.4

Hello, I’ve carefully reviewed your project and clearly understand that you are looking for a finance expert who can handle comprehensive financial tasks including analysis, reporting, forecasting, and strategic financial insights to support decision-making. With strong experience in finance, accounting, and data-driven analysis, I can provide accurate financial evaluations, clear reporting, and actionable insights tailored to your business needs. I am comfortable working with financial statements, performance analysis, budgeting, and forecasting while ensuring precision and professional standards throughout the work. My focus is always on delivering reliable, well-structured, and easy-to-understand financial outputs that add real value to your project. I am committed to maintaining accuracy, confidentiality, and timely delivery within your budget. I am ready to start immediately and would be glad to contribute to your project. Best regards.
$158 HKD in 40 days
4.9
4.9

You want someone who can edit markdown and Python via pull requests and make the rubrics and scripts actually match professional finance standards — that is exactly what I do. Most failures I see come from ambiguous rubric language and hidden edge cases in the scoring logic, not from missing finance knowledge. Fixing those two things makes tasks testable and fair. I recently audited 60+ fintech training tasks, tightened rubrics, corrected valuation and forecasting scripts, and submitted PRs that included unit tests and clearer task prompts. I would first run each script against the provided test cases, note logic failures, tighten rubric language to map to measurable outputs, add simple unit tests where missing, then open PRs with clear commit messages and a short changelog for reviewers. Quick question: how many tasks/repos need review and do you already have CI or test suites set up for them?
$157.50 HKD in 7 days
4.8
4.8

Hi, I have read your requirements and I can review and refine finance-focused AI tasks by combining strong subject matter expertise with hands-on Python and GitHub experience. I have worked extensively with financial models, analysis, and data workflows, allowing me to identify logic gaps, improve clarity, and ensure tasks meet real-world professional standards. I’m comfortable editing markdown files, reviewing scoring rubrics, and submitting clean, well-documented pull requests that fix inconsistencies and improve usability. My approach focuses on accuracy, practical relevance, and making sure each task reflects how finance work is actually performed in industry. I can collaborate efficiently, provide clear feedback, and ensure each task is both technically sound and easy to understand. Thanks & Regards, Humayun Khan
$115 HKD in 40 days
4.5
4.5

Hello! I noticed you need a Finance Subject Matter Expert who is equally comfortable in a Python environment and collaborative GitHub workflows. My background involves bridging the gap between quantitative financial analysis and robust software engineering, having recently developed a series of automated risk assessment models and portfolio optimization scripts maintained through rigorous version control. I understand the importance of financial accuracy combined with clean, PEP 8-compliant code, ensuring that complex mathematical logic translates perfectly into functional, scalable tools for your specific business objectives. To execute this project, I will implement a structured development approach that prioritizes code integrity and financial precision. I’ll start by auditing your existing repository or setting up a new architecture using standard branching strategies to ensure all financial logic is modular and easily testable. Utilizing libraries like Pandas for data manipulation, NumPy for numerical computing, and specialized packages like QuantLib or Scipy for modeling, I will build high-performance scripts tailored to your datasets. My focus will be on creating idempotent functions and comprehensive docstrings, making the codebase accessible for both technical developers and finance professionals while maintaining a clean, professional commit history on GitHub. Regarding the specific scope, are we looking at building out backtesting frameworks for historical data, or is the focus more on real-time financial reporting and risk metrics? I am also curious if you have specific API integrations in mind, such as Bloomberg or Alpaca, or if we will be working with proprietary internal data structures. I’m available for a brief chat or a call to align on your technical roadmap and see how my blend of financial expertise and Python proficiency can best support your team’s goals—feel free to reach out whenever you're ready to discuss the next steps.
$187 HKD in 7 days
4.1
4.1

As a financial modeling expert, I understand the complexities of your project and the importance of accuracy. Over the past decade, I've honed my skills in analyzing, evaluating, and forecasting deals using Python and Excel - precisely the tools you require for this job. From corporate finance to equity research, I have a comprehensive understanding of all aspects of finance that equip me with a unique perspective. My additional qualifications are also tailored to this task. As someone who has facilitated numerous investment decisions through robust financial models, I confidently assure that my skills are aligned perfectly with your requirements. Furthermore, with a CPA qualification and an MBA in finance, I offer more than just coding expertise – my perspective and insight come from hands-on industry experience. Hiring me would not only ensure your project is completed flawlessly but also guarantee an efficient workflow as I am familiar with using Github for collaborative coding projects. Let's join forces to leverage the power of Python, Github, and my deep subject matter expertise in Finance to create something extraordinary!
$158 HKD in 40 days
3.9
3.9

Hello, I understand you are looking for a reliable finance expert to support your project with accurate analysis and professional financial insights. I can assist with financial analysis, reporting, budgeting, forecasting, and Excel-based financial modeling, ensuring clear and data-driven results tailored to your requirements. What you can expect: Accurate and well-structured financial analysis Clean reports and actionable insights Strong Excel/modeling support Timely delivery and clear communication I have experience working with finance-related tasks and focus on delivering high-quality, detail-oriented results that help in better decision-making. I’m ready to start and can adapt quickly to your project needs. Best regards,
$158 HKD in 40 days
3.6
3.6

Hi, I will audit and refine your AI task instructions and scoring rubrics, ensuring clarity and professional standards. With extensive experience in finance as an analyst and proficiency in Python and GitHub, I can directly edit markdown files and scripts through Pull Requests to address logic errors and enhance clarity. My background includes working in corporate finance and equity research, where I built financial models in Python for deal evaluation and forecasting. This positions me well to understand the nuances of your requirements and apply best practices in both finance and coding. To ensure we meet your expectations, could you clarify any specific areas where you’ve noticed recurring issues? Also, are there particular performance metrics you aim to achieve with these refinements? I’m ready to roll up my sleeves and deliver high-quality results promptly. Thank you.
$158 HKD in 40 days
3.1
3.1

Two things stood out: you want SMEs who'll actually open PRs against markdown rubrics and Python scripts, not just review from a distance, and you're calibrating AI task quality against professional finance standards (IB, equity research, FP&A). That PR-first workflow is where most reviewers fall down. Here's how I'd run the first week: 1. Read 5-10 existing tasks end-to-end, log every logic gap, ambiguity, and rubric edge case in a structured doc. 2. Open small, scoped PRs per issue so reviewers can merge fast, no 600-line mega-diffs. 3. Flag systemic patterns (rubric phrasing that consistently misgrades a class of answers) separately from one-off fixes. On the finance side: I've built Stripe-driven SaaS billing, revenue analytics, and forecasting models in Python/Postgres for multi-org platforms. Not IB, but I read DCFs, three-statement models, and valuation tasks fluently and will say so when a task sits outside my depth rather than guess. Done = each task I touch has a merged PR with a clear before/after rationale a finance lead can sign off on in under 2 minutes. Do you want me to start with rubric audits, Python script fixes, or both in parallel? Waqar
$200 HKD in 7 days
2.7
2.7

Hello, I am Vishal Maharaj, with 20 years of experience in Python and GitHub. I have carefully reviewed the project requirements and am confident in my ability to audit, refine, and improve the finance-related tasks. To ensure professional standards are met, I will thoroughly review the AI task instructions and scoring rubrics. I will then edit markdown files and Python scripts through Pull Requests to address logic errors, enhance clarity, and refine the tasks as needed. With a background in finance and expertise in Python, I am well-equipped to handle this project effectively. Please initiate a chat to discuss further details. Cheers, Vishal Maharaj
$200 HKD in 40 days
2.6
2.6

Yes! You are on the right bid. I have read all project details and descriptions regarding Looking for Finance Expert I will save your time by letting my work speak for you. If I am lucky enough to get your attention, please feel free to reach me so we can spend 10-15 minutes and discuss everything ;) You can check my portfolio and reviews regarding your Project: https://www.freelancer.pk/u/Q@d33rM3hdi Best regards! Qadeer Mehdi!
$391 HKD in 35 days
2.5
2.5

Being a freelance web and software developer with a specialization in Python, I believe I have precisely the practical expertise and proficiency you need for this project. Furthermore, my international portfolio includes working across numerous industries and clients, enabling me to understand their diverse requirements with ease. By employing my skills in Python and knowledge in finance, I can meticulously audit and rectify potential logic errors, improve clarity gaps, and ensure that each task is of top-notch quality. In addition to my work as a developer, I have also had exposure to the world of finance; this realm of my prior experience will undoubtedly bring an added advantage to the table. While I do not possess the exact certifications like CFA or MBA with a finance concentration, my real-world experience in roles closely aligned to the field such as investment banking and equity research more than compensates for my lack of those specific academic qualifications. In conclusion, what sets me apart is not just my technical skill-set but also my innovative problem-solving approach and my dedication to future-proof solutions. Given the opportunity, I intend on leveraging all my strengths to deliver impeccable results while ensuring your project perfectly aligns with professional standards.
$150 HKD in 40 days
2.2
2.2

Hi there, I am excited about the opportunity to contribute as a Finance Subject Matter Expert. With a strong background in financial analysis combined with proficiency in Python and GitHub, I am prepared to audit and refine your AI task instructions and scoring rubrics effectively. Having worked extensively in investment banking and financial modeling, I possess the insight necessary to identify and rectify logic errors within your Python scripts while ensuring clarity in your markdown files. My hands-on experience with financial models in both Excel and Python positions me well to meet the high professional standards required for this project. I am available for real-time communication according to your time zone and can provide a portion of the project or a simple demo within 12 hours of commencement. Q1: What specific areas in the Python script are you most concerned about regarding logic errors? Q2: Are there particular financial models or standards you’d like to focus on during the review? Q3: How do you prefer to manage Pull Requests during the review process? I'm looking forward to collaborating effectively on this project. What specific areas in the Python script are you most concerned about regarding logic errors? Best regards, Everett
$391 HKD in 18 days
1.7
1.7

Hello, With over 5 years of experience in Excel, Data Analysis, Financial Analysis, and Financial Modeling, I am Musab, a skilled professional ready to assist with your project. I understand the requirements outlined for auditing, refining, and improving Ai task instructions and scoring rubrics using Python and GitHub. Having completed over 150 data-centric projects, I specialize in enhancing data integrity and workflow efficiency. My expertise includes developing advanced Excel workbooks, automating tasks through VBA and Macro scripts, creating interactive dashboards using Power BI, and extracting data efficiently for analysis. You can view my portfolio at https://www.freelancer.pk/u/Musab360 I would love to discuss your project further in chat to provide a tailored solution. Best regards, Musab
$160 HKD in 40 days
1.4
1.4

Hi there! You are auditing AI finance tasks and the real challenge is catching subtle logic gaps in both financial reasoning and Python code while keeping rubrics precise and testable. I recently reviewed a set of valuation tasks where inconsistent assumptions broke scoring, and after refining markdown specs and fixing Python checks, task accuracy and reviewer alignment improved significantly. My work combines financial modeling with clean GitHub-based workflows. I will audit your tasks end to end, refine instructions and rubrics for clarity, and submit precise pull requests that fix logic, edge cases, and scoring consistency. Check our work: https://www.freelancer.com/u/ayesha86664 Do your current rubrics validate numerical tolerances for models like DCF or rely on exact outputs that may fail with minor assumption shifts? I am ready to start - just say the word. Best Regards, Ayesha
$125 HKD in 40 days
1.2
1.2

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