Advisory & Transaction Services Expert (M&A / Valuation)
Weekday (YC W21)This contract role turns transaction advisory and valuation work into structured training data for a leading AI lab. You’ll create realistic deal scenarios and review AI-generated analyses for accuracy, assumptions, and professional judgment.
Skills & Expertise
Key Responsibilities
Develop realistic scenarios based on transaction advisory, due diligence, and valuation work.
Review AI-generated advisory outputs for analytical accuracy and defensible assumptions.
Write feedback to improve AI performance on transaction and valuation tasks.
Full Description
This role is for one of our clients
Compensation: $700 per task
We are collaborating with a leading AI lab to engage experienced transaction advisory and valuation professionals. You'll translate real M&A, due diligence, and valuation work into structured, high-quality training data that teaches AI to reason the way deal teams do.
Focus Areas
M&A / transaction advisory · financial due diligence (quality of earnings) · business valuation · purchase accounting (ASC 805) support.
Requirements
Key Responsibilities
• Design realistic scenarios from your work — quality-of-earnings (QoE) analyses, working-capital and net-debt analyses, financial due-diligence findings, valuation models (DCF, comparable companies, precedent transactions), purchase price allocation (ASC 805), and deal / LBO models
• Review and compare AI-generated advisory outputs for analytical accuracy, defensible assumptions, and sound professional judgment
• Provide clear written feedback that improves how AI performs transaction and valuation tasks
• Collaborate asynchronously with the research team
Ideal Qualifications
• Transaction advisory (Big 4 TAS / boutique) and/or corporate development, investment banking, or valuation background
• CPA, and/or ASA / ABV / CFA a plus for valuation-leaning candidates
• Hands-on ownership of QoE, valuation, or deal models
• Bachelor's degree in Accounting, Finance, or a related field
• Strong written communication and attention to detail
Application Process
• Submit a resume or a short summary of your transaction advisory / valuation experience
• Complete a short form on your practice area, specialties, and certifications
• Selected applicants may complete a brief sample task
We consider all qualified applicants without regard to legally protected characteristics and provide reasonable accommodations upon request.