
AI Finance/Accounting Specialist
- AI
- Excel
- QuickBooks
About Us:
We’re buildingTabAI.io, an AI Agent inside Microsoft Excel.
We help professionals in accounting, finance, and operations save up to 95% of time on reporting, analysis, and manual tasks.
What You’ll Do:
CreateExcel templates, demo files, and use case scenarios that show practical workflows foraccounting, FP&A, finance, operations, or marketing tasks.
Help improve ouronboarding flow with clear, easy-to-follow demos for new users.
Write short guides or simple explanations to go along with your templates.
Requirements:
At least2 years of experience in Accounting, Finance or related work.
StrongExcel skills (advanced formulas, reporting, modeling).
Good English communication (written and spoken).
Reliable internet and ability to work independently.
Nice to have but not required:
QuickBooks or other finance software experience.
Ability to create short-form content (guides, walkthroughs).
Experience creating reusableExcel templates.
Pay: $4–8/hour depending on experience, or project basis.
Schedule: Flexible, remote work (part-time or full-time available)
Interview Process:
Shortlisted candidates will complete asample Excel task to demonstrate quality and formatting.
30-minute call with the team.
There'll be a paid 1 week work trial after.
AI Finance/Accounting Specialist · TabAI