Lead Finance AI Specialist jobs in United States
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Crest Vale · 6 days ago

Lead Finance AI Specialist

Crest Vale is an HR consultancy firm that utilizes an Artificial Intelligence System to assist candidates in matching with potential roles. They are seeking a Lead Finance AI Specialist to translate complex finance concepts into AI-readable formats and collaborate with AI researchers to enhance performance.

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

Financial modelingAI tools expertiseFinance experienceCommunication skillsSelf-directed

Required

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

Preferred

2+ years of experience in finance, investment banking, private equity, or hedge fund experience preferred

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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