AI Finance Strategist

About The Company

TabAI (tabai.io) is building the future of AI inside spreadsheets. We help finance professionals, students, and small teams automate data cleanup, financial modeling, and reporting directly in Excel. With TabAI, the workflows that once took hours now take minutes, leaving more time for higher-level analysis and decision-making.

As we grow, we’re looking for ambitious students and early-career professionals to join our AI Finance Strategist Program. This is not a traditional internship, it’s a unique opportunity to build your personal brand, create finance content, and earn commission while shaping how the next generation of finance pros work with AI.

Responsibilities

As an AI Finance Strategist, you’ll act as both a creator and strategist, showing the world how TabAI transforms Excel workflows.

What you'll do:

• Create content (short videos, tutorials, Excel demos, LinkedIn posts, TikToks, YouTube shorts, etc.) that highlight real use cases of TabAI in finance and Excel.

• Educate and engage your network (peers, classmates, LinkedIn audience, TikTok/YouTube viewers) on how AI can streamline financial modeling, reporting, and analysis.

• Experiment and share insights: What type of content resonates? What financial workflows should we showcase? You’ll help shape TabAI’s voice by testing and learning.

• Collaborate with TabAI’s team on content prompts, best practices, and new creative directions.

• Grow influence: Use your knowledge of finance, Excel, and AI to stand out as a thought leader in your space.

Who You Are

We’re looking for people who:

• Are MBA students, finance undergrads, or early-career professionals with interest in finance, AI, and content creation.

• Have experience (or curiosity) in financial modeling, FP&A, investment banking, or consulting workflows.

• Are active on social media platforms (LinkedIn, TikTok, YouTube, Instagram, etc.), or eager to learn how to grow an audience.

• Communicate clearly and enjoy breaking down complex topics into simple, engaging content.

• Are entrepreneurial, self-starters who enjoy creative freedom and testing new ideas.

What You’ll Gain

This program is designed as a learning + earning opportunity:

• Financial Rewards: Earn commission on every TabAI subscription attributed to your unique affiliate link.

• Hands-On Experience: Build a portfolio of finance/AI content that sets you apart in consulting, IB, FP&A, or entrepreneurship.

• Mentorship: Get guidance from finance professionals and AI industry leaders who can help you refine your skills.

• Free Access: TabAI Pro subscription to use in your demos and for your personal workflows.

• Flexibility: No set hours — create content on your schedule, aligned with your style.

• Recognition: Top creators will be featured on TabAI’s channels, building your visibility as a strategist.

Note

This is not an internship or employment role. It’s an independent-contractor, commission-based program designed for students and early-career professionals who want to grow their skills, brand, and income by collaborating with TabAI.