Workflow Annotator — Finance & Data Analysis

Role Title: Workflow Annotator — Finance & Data Analysis

Role Type: Contractor

Location: Remote

micro1 is engaging Workflow Annotator — Finance & Data Analysis experts to contribute to a customer project focused on enhancing real-world finance and data workflows. In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. This engagement centers on capturing, annotating, and documenting authentic, multi-step finance workflows using data warehouse and spreadsheet tools, with a strong emphasis on accuracy, realism, and security. Assignments are carried out in a contract/freelance capacity via Agora, our internal annotation platform, with flexible, self-directed participation and clear project deliverables.

Scope of Work

1. Design and document detailed, multi-step finance/data analyst workflows reflecting authentic tasks such as data pulls, reconciliation, model building, reporting, and analysis.
2. Independently execute each workflow using real tools (e.g., Snowflake, Excel/Sheets), capturing every step, decision, and relevant input/output.
3. Integrate adjacent collaboration tools naturally into workflows, such as Slack threads for cross-functional coordination or shared documents for distribution and feedback.
4. Provide comprehensive documentation for each scenario in Agora, including clear step-by-step instructions, rationale, formulas, queries, and illustrative screenshots or results.
5. Identify and flag ambiguous or edge-case scenarios to the project team and incorporate feedback to improve workflow accuracy and coverage.
6. Uphold high standards of data security and privacy in all documentation and workflow execution.

Preferred Qualifications

1. Minimum 2 years of hands-on experience in FP&A, accounting, financial analysis, or data analytics with practical exposure to advanced spreadsheets and data warehousing tools (e.g., Snowflake).
2. Ability to write robust SQL queries for reporting, reconciliation, and ad hoc analysis tasks.
3. Demonstrated accuracy, attention to detail, and reliability in producing financial workflows and documentation.
4. Strong written and verbal communication skills, with the ability to explain complex steps and context to annotators unfamiliar with the work.
5. Familiarity with collaborative tools such as Slack and Microsoft 365/Google Workspace as part of finance/data workflows.
6. Experience with financial modeling, forecasting, or BI dashboards (Looker, Tableau, Power BI) is a plus.
7. Background in data annotation, process documentation, or QA is an advantage.

Originally posted on Himalayas