Financial Reviewer (Execution – SEC Filings)

Welo Data works with technology companies to provide datasets that are high-quality, ethically sourced, relevant, diverse, and scalable to supercharge their AI models. As a Welocalize brand, WeloData leverages over 25 years of experience in partnering with the world’s most innovative companies and brings together a curated global community of over 500,000 AI training and domain experts to offer services that span:

ANNOTATION & LABELLING: Transcription, summarization, image and video classification and labeling.

ENHANCING LLMs: Prompt engineering, SFT, RLHF, red teaming and adversarial model training, model output ranking.

DATA COLLECTION & GENERATION: From institutional languages to remote field audio collection.

RELEVANCE & INTENT: Culturally nuanced and aware, ranking, relevance, and evaluation to train models for search, ads, and LLM output.

Want to join our Welo Data team? We bring practical, applied AI expertise to projects. We have both strong academic experience and a deep working knowledge of state-of-the-art AI tools, frameworks, and best practices. Help us elevate our clients' Data at Welo Data.

About the Project

We are supporting a leading global technology company on an innovative project in the financial domain. The work involves assessing RAG outputs (Retrieval-Augmented Generation) from proprietary models using SEC 10-K filings. You will be part of a select team of U.S.-based professionals contributing to the future of AI in finance.

Responsibilities

• Review and analyze complex 10-K filings (50–200 pages).

• Critique AI-generated queries using a detailed rubric (relevance, specificity, verifiability, materiality, clarity).

• Provide clear rationales and rewrite queries when needed.

• Generate expert-level queries aligned with taxonomy categories.

• Deliver grounded answers with precise citations from filings.

Profile Requirements

• Native-level English (U.S.-based).

• Background in finance, auditing, accounting, compliance, or related fields.

• Experience with SEC 10-K filings or financial disclosures strongly preferred.

• Strong ability to interpret financial statements (e.g., balance sheets, MD&A, risk factors).

• Detail-oriented, comfortable with structured annotation work, strong written communication skills.

Compensation & Commitment

• $54.72/hour

• Approx. 6 hours of work total for the sample set.

• Type of collaboration: Freelance.

• Possibility of extension to a larger pilot in October (5h per week minimum)

Why Join?

This is your chance to apply your finance expertise in a cutting-edge project that blends AI and regulatory compliance — starting with a short engagement, with the possibility of continuity.

👉 Interested? Apply now and be part of this groundbreaking initiative!

Important: On the next page, you'll find screening questions that are an essential part of the application process.

Please take a moment to read each question carefully and respond thoughtfully. Your answers will help us better understand your experience and fit for the role.