Finance Paid Consultant - Covenants & Lender Reporting

LinkedIn
LinkedIn

Accounting & Finance

United States

USD 135-135 / hour

Posted on Jun 30, 2026

We are seeking experienced Treasury finance and covenant-reporting professionals (or corporate finance professionals managing lender and rating-agency materials) to provide expert insight as part of a project for our AI Marketplace. No preparation required — just your real-world experience.

This is a one-time, paid, project-based interview engaged on a contract basis— not a full-time role.

Location: U.S.-based experts only

Engagement: One-time, project-based interview

Work Type: Remote

Estimated rate: $135/hour (prorated for the 30-minute task)

What You’ll Do

You’ll complete a ~30-minute recorded AI-led video interview where you explain how you actually do your work in practice.

This interview will focus on:

  • Preparing covenant-compliance certificates, calculations, sources, supporting schedules, and sign-off packages
  • Forecasting covenant headroom, identifying risk early, and escalating potential breaches
  • Coordinating with accounting, FP&A, legal, lenders, and rating agencies on reporting obligations
  • Tracking obligations across facilities and handling waivers, amendments, cures, and recurring reporting calendars

You will be asked to explain workflows specifically within: covenant calculation, compliance certificate preparation, lender reporting, rating-agency materials, obligation tracking, and breach-response workflows.

You should only apply if you can confidently walk through these areas step-by-step based on your own experience and respond to AI-led interview questions with depth, clarity, and real-world examples.

What We’re Looking For

  • 7+ years in treasury finance, covenant reporting, lender reporting, debt compliance, rating-agency reporting, or corporate finance
  • Direct, hands-on experience in covenant calculation, compliance certificate preparation, lender reporting, rating-agency materials, obligation tracking, and breach-response workflows
  • Experience making or influencing decisions related to headroom escalation, calculation support sufficiency, waiver/amendment path, reporting readiness, and lender/rating-agency communication strategy
  • Familiarity with tools such as: Excel, PowerPoint, debt-management systems, Workiva, Kyriba, GTreasury, bank/lender portals
  • Strong ability to clearly explain workflows, decisions, and reasoning
  • Experience owning or directly executing these workflows in a real production environment
  • Experience working in a cross-functional finance, strategy, treasury, investor-relations, or business-partnering environment

About the Interview

The interview is designed to elicit step-by-step explanations of real workflows and decision-making processes, with an emphasis on detailed, experience-based responses rather than high-level summaries.

This is a project-based engagement. Selected participants will be paid for completing a recorded AI-led video interview; hourly rates are estimates based upon anticipated time of completion. Participants will control their own schedule, provide their own tools to complete the interview, and may participate in other opportunities as they choose.

Once you complete the interview, we’ll send your video recording and transcript, along with AI-generated insights, to the internal research team and AI lab partner. This data will be used to generate a structured list of tasks associated with your profession and for AI model improvement.

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