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Ziplines Education

Subject Matter Expert (SME) - AI for Finance (Late 2026)

san carlos, CA

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Job description

Work on this course will begin in spring 2026. We will be recruiting for SME roles on a rolling basis from now until the course enters development.

More About This AI For Finance Course

Finance and accounting professionals are under more pressure than ever before. Teams are shrinking, reporting cycles are accelerating, and leadership expects faster, more strategic insight from fewer people. AI is rapidly transforming how financial analysis, forecasting, reporting, and scenario modeling are done, but most finance professionals were never trained to use these tools safely inside corporate environments.

This 5‑week program teaches learners how to use generative AI, automation, and modern analytics tools to accelerate core finance workflows, including variance analysis, financial reporting, budget forecasting, and executive summaries. Learners apply AI to their work from Week 1, starting with a Corporate AI Policy Navigator that ensures every tool and technique meets compliance and audit requirements. By the end, learners leave with automated reporting workflows, AI‑assisted forecasting models, and the confidence to implement AI across their finance function with no coding required. They earn a university‑branded certificate signaling AI fluency in one of the most credential‑sensitive professions in the market.

About You

You bring at least 10 years of finance experience, at least 2 years of experience in using AI for finance, and a genuine passion for helping professionals thrive and achieve success. You have a point of view on how established and emerging AI tools can help finance professionals execute and accelerate core workflows, and you’re able to break concepts down and make them accessible to beginners. As an SME for our online course, you’ll shape our AI for Finance curriculum, ensure we’re teaching what matters most, share your expertise with learners, and guide them toward achieving their goals.

SME Role Objectives

Create compelling, relevant, industry‑aligned courses that give learners what they need to advance in their field

Record authentic, engaging videos illustrating AI for Finance concepts and showing learners how to use technologies and tools related to driving results with AI

Inspire learners, build confidence in their capabilities, and help them understand how to adopt and integrate AI into their finance practice

Optimize learner engagement, learner retention, and learner success

Your Duties and Time Commitment

Overall Time Commitment: 35‑40 hours over 6 weeks

Week 1: Kick‑off meeting with learning experience designer, review and refine module outline, clarify schedule

Weeks 2 through 4: 1‑2 working sessions with learning experience designer focusing on mapping out lessons, exercises, and video content; in‑between sessions work parallel to flesh out content and develop detailed outlines for the videos

Week 5: Record and upload your videos

Week 6: Review the module and give feedback

How We Support You

You’re partnered with an experienced learning designer who understands our course format, learners, and goals, and can help you bring your knowledge to life

The design team comes with a draft outline covering key topics, technologies, and learning objectives; you’ll revise and refine this to reflect your insights and experience

Our video and slide production team will make you look amazing; post‑production will polish pauses and provide clean slides, so you don’t need to create them yourself

Your Compensation

$5,000 per course module

Qualifications

10+ years of experience in finance, with a deep understanding of industry trends and best practices related to AI adoption strategies

A genuine passion for learning and helping others grow, with a focus on supporting career advancement and skill‑building

Exceptional communication and interpersonal skills, able to connect with learners from diverse professional backgrounds

Strong point of view on what skills and knowledge new people to the field need to succeed, and an ability to break concepts down for learners while explaining the “why”

Able to be genuine and engaging on video

Ziplines, Inc. is proud to be an equal‑opportunity employer. We do not discriminate based on race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other protected characteristics under applicable law.

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Worksite address

san carlos, CA, 94071, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.

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