AI Finance/Accounting Specialist

About Us

We’re building TabAI.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: Create Excel templates, demo files, and use case scenarios that show practical workflows for accounting, FP&A, finance, operations, or marketing tasks.

Help improve our onboarding flow with clear, easy-to-follow demos for new users. Write short guides or simple explanations to go along with your templates.

Requirements

At least 2 years of experience in Accounting, Finance or related work. Strong Excel skills (advanced formulas, reporting, modeling). Good English communication (written and spoken). Reliable internet and ability to work independently.

Nice to have

QuickBooks or other finance software experience. Ability to create short-form content (guides, walkthroughs). Experience creating reusable Excel 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 a sample Excel task to demonstrate quality and formatting.

30-minute call with the team. There'll be a paid 1 week work trial after.