[Remote] Freelance US Finance Taxonomy Expert

Note: The job is a remote job and is open to candidates in USA. Uber AI Solutions connects freelancers with Generative AI researchers and is seeking experienced finance professionals for a flexible, project-based collaboration. The Freelance US Finance Taxonomy Expert will develop structured financial taxonomies, classification frameworks, and terminology; review and annotate financial content; and provide feedback to improve finance-specific AI training and evaluation.


Responsibilities

  • Defining and developing structured taxonomies across finance domains (such as M&A, equity valuation, portfolio construction, and corporate finance)
  • Creating classification frameworks, hierarchical structures, and standardized financial terminology to support AI training and evaluation
  • Developing taxonomy guidelines and classification criteria to ensure consistency, accuracy, and relevance across financial datasets
  • Reviewing, categorizing, and annotating financial content, including financial statements, research reports, investment documents, and market-related information
  • Identifying relationships, overlaps, gaps, and inconsistencies within financial taxonomies and recommending improvements
  • Guiding data curation and annotation efforts to ensure access to high-quality, structured financial content
  • Providing feedback to improve AI performance, accuracy, and relevance for finance-specific taxonomy and classification tasks

Skills

  • Finance professionals with 10+ years of professional experience in:
  • Investment banking (M&A, capital markets, corporate finance)
  • Private equity (deal sourcing, due diligence, portfolio management)
  • Asset management (portfolio management, investment strategy, quantitative analysis)
  • Equity research (company analysis, financial modeling, report writing)
  • Financial taxonomy, data classification, financial data management, or related domains
  • Strong analytical skills to translate complex financial concepts into clear, structured taxonomies and classification frameworks
  • Excellent communication skills for conveying complex concepts and developing clear taxonomy guidelines
  • Attention to detail in building accurate, consistent, and reliable classification systems
  • US-based candidates only
  • We cannot accept candidates from California
  • Familiarity with AI, machine learning, data annotation, or collaboration with technical teams is a plus

Benefits

  • Freelance, paid, project-based opportunity
  • Flexible, remote work arrangement
  • Hourly rates payout structure

Company Overview

  • Uber AI Solutions is the one-stop partner for enterprises aiming to innovate and scale. It was founded in undefined, and is headquartered in San Francisco, US, with a workforce of 5001-10000 employees. Its website is

  • Company H1B Sponsorship

  • Uber AI Solutions has a track record of offering H1B sponsorships, with 4 in 2023, 2 in 2022, 8 in 2021, 85 in 2020. Please note that this does not guarantee sponsorship for this specific role.

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