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Financial Planning & Analysis Analyst with AI skills

ANSRSource India -
Remote

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Job details

Freelance

Qualifications

Financial planning
Power BI
Microsoft Excel
Finance
Master's degree
Bachelor's degree
Content development
Mentoring
Forecasting
Video production
AI
MBA
Chartered Financial Analyst
Accounting
Analytics

Full job description

Position title

Financial Planning & Analysis Analyst with AI skills

Description

ansrsource is hiring several subject matter experts (SMEs) to design a Financial Planning & Analysis on-line, asynchronous certification programs for a client. Certification programs are made up of approximately 20 short courses.

SMEs will act as industry experts to validate the accuracy and completeness of content. They will recommend necessary changes and personalize content to make it relevant for learners. This may involve creating some of the content. On camera work and/or screencast/demo videos may be required.

Course SMEs will design short courses (1-3 hours each) in a variety of disciplines under each certification.

Course SMEs will be able to work on 1-2 courses at a time

Qualifications

Bachelor's/master’s degree in in Finance / Accounting (CPA, CFA or MBA a plus)

MOS: Excel Associate (or equivalent)

Advanced Excel and Power BI proficiency

Experience operating in complex, real-world environments, ensuring content reflects authentic application

Modeling, budgeting, forecasting & reporting

Building Power BI dashboards

Experience using AI-assisted analytics (Copilot)

Ability to translate complex concepts into clear, learner-friendly explanations

Familiarity with tools, processes, and workflows within software & AI engineering

Ability to record demo/screencast videos using applicable tools ensuring that the recorded content is professional and compliant with the project guidelines.

Exposure to relevant use cases outlined in the learning objectives

SME preferred qualifications:

Experience with video production and/or on-camera course delivery

End-to-end experience in content or course development, including exposure to outlining, storyboarding, and development workflows.

Cross-functional collaboration experience, working with learning design consultants, instructional designers, media teams, and production teams

Leadership or mentoring experience, including guiding teams or facilitating content development

Job Benefits

These are freelance/contract, remote positions with few, if any, meetings.

The work will be done according to our deadlines, but when you are available. Sometimes quick turnaround is necessary.

This opportunity is paid per course, not per hour.

In lieu of an interview, you may be asked to a complete a short assignment and/or submit a brief video introducing yourself.

About Us

ansrsource provides equal employment opportunities to all team members, external contributors, and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, caste, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. We respect and support diverse cultures, backgrounds, talents, and perspectives. We believe embracing diversity and creating an inclusive environment will help us grow and succeed as an organization and better serve learners, who are the ultimate audience for all we create.

Hiring organization

ansrsource

Employment Type

Freelance

Job Location

Remote in India

Date posted

July 8, 2026

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