YO IT Consulting
Excel QA Lead - Remote
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Excel QA Lead - Remote
Excel Quality Assurance Lead (Contract)
Job Title
Excel Quality Assurance Lead
Job Type
Contract (Remote)
About This Role
In this hourly, remote contractor role, you will serve as Excel and spreadsheet AI training Quality Assurance Lead, overseeing quality, consistency, and trainer performance across multiple projects.
Core Responsibilities
- Review and evaluate AI-generated Excel formulas, spreadsheet workflows, data-analysis explanations, and trainer/QA work
- Assess outputs against project guidelines to ensure:
- Formula correctness
- Spreadsheet logic accuracy
- Data-analysis precision
- Model structure integrity
- Clarity and reproducibility
- Proper formatting
- Compliance with project-specific rubrics
- Provide precise, actionable written feedback to contributors
- Identify recurring quality issues in formulas, cell references, lookup logic, dynamic arrays, pivot tables, or financial modeling
- Communicate updates to trainees, QAs, and trainers to enhance standards
- Support onboarding of new contributors
- Maintain documentation (style guides, trackers, FAQs, honeypots, onboarding materials)
- Activate underperforming contributors through targeted follow-ups
Company Context
A fast-growing AI Data Services firm providing training data to many of the world’s leading AI companies and foundation-model labs. This role ensures that high-quality, practical, and client-aligned spreadsheet training data is produced.
Selection Process
- Initial AI interview
- Domain-specific assessment task
- Recruiter interview
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Note: No immediate availability for this role, but selected candidates will be the first point of contact for future Excel/AI-driven opportunities within the expert network.
Your Profile
Education & Experience
- Bachelor’s or Master’s degree in: Finance, Accounting, Business, Data Analytics, Economics, Statistics, Operations, or Information Systems (or equivalent professional experience).
- 3+ years in professional use of Excel, including:
- Financial modeling
- Reporting
- BI (Business Intelligence)
- Accounting data cleaning
- Training/QA involving spreadsheets
Technical Expertise
- Intuitive understanding of:
- Formulas, functions, cell references
- Lookup logic
- Dynamic arrays
- Pivot tables
- Charts and conditional formatting
- Data validation and spreadsheet modeling
- Experience detecting issues:
- Incorrect formulas
- Poor assumptions
- Missing edge cases
- Circular logic
- Suspicious financial assumptions
- Misleading charts
- Preferred knowledge (but not mandatory):
- Advanced functions:
XLOOKUP,INDEX/MATCH,SUMIFS,COUNTIFS,FILTER,SORT,UNIQUE - Tools:
LET,LAMBDA - Data automation: Power Query, Power Pivot
- Automation: VBA/macros, Solver, scenario modeling
- Advanced functions:
Soft Skills & Experience
- Strong grasp of English for clear, precise written feedback
- Experience leading or managing remote teams of:
- Trainers
- Analysts
- Reviewers
- Finance/QA professionals
- Educators
- Comfortable with collaboration tools: Discord, Google Sheets/Docs, trackers, dashboards, Excel Online
- Must be highly organized with experience maintaining:
- Style guides
- Calibration tasks
- Onboarding materials
- FAQs, QA trackers, and honeypot tests
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Bonus if experienced with AI training, AI data annotation, LLM evaluation, or rubric-based spreadsheet review.
Key Responsibilities
- Spot-check sample Excel/spreadsheets items via DMs and provide feedback
- Evaluate AI-generated formulas, financial models, data cleaning, pivot tables, charts, and analysis explanations
- Communicate updated Excel standards and guideline changes via Discord
- Clarify specific questions around:
- Formula interpretation
- Refernce logic
- Advanced lookup techniques
- Dynamic arrays
- Pivot tables & Power Query scenarios
- Address inactive contributors with follow-ups to reignite remote engagement
- Develop and document tools (style guides, examples, FAQs, onboarding checklists, quality honeypots)
- Conduct onboarding/training calls for new Excel contributors
Improvement Focus
- Address recurring quality gaps in spreadsheets
- Flag risks such as:
- Misleading data analysis
- Overly fragile model structures
- High-risk assumptions
- Formula errors
Opportunity for dedicated remote collaboration in emerging AI training roles!
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