Gold-Guided Programmatic Distillation for Financial Reasoning over Hybrid Tables and Text

Yun Dong; Erica Zhao; Elana Chen

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arXiv · 2607.14709

Gold-Guided Programmatic Distillation for Financial Reasoning over Hybrid Tables and Text

Yun Dong·Erica Zhao·Elana Chen

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Abstract

Financial question answering over hybrid tabular and textual data may require multi-source reasoning and precise numerical computation. While large language models (LLMs) can generate intermediate reasoning steps, natural-language rationales remain prone to arithmetic errors, making them an unreliable supervision source for distillation. Building on programmatic distillation, we develop an approach that transfers reliable numerical reasoning from a large teacher model to a compact student using execution-verified Python programs instead of free-form textual rationales. It leverages gold derivations to guide teacher-side program synthesis and retains only programs that execute correctly and produce the gold answer, ensuring high-quality supervision. We further introduce an iterative recovery stage that revisits teacher-failed examples, enabling the student to recover and incorporate newly verified programs into training. Experiments on TAT-QA show that our framework is highly effective for hybrid financial reasoning. Our best 7B student achieves 87.00 EM / 87.18 F1 on the test set, substantially outperforming the 72B teacher (78.46 EM) as well as traditional and strong LLM-based baselines, including TAGOP and TAT-LLM. These results demonstrate that execution-verified programmatic distillation provides an effective and extensible framework for training smaller models to perform reliable numerical reasoning.

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Yun Dong, Erica Zhao, Elana Chen. 2026-07-16. Gold-Guided Programmatic Distillation for Financial Reasoning over Hybrid Tables and Text. https://arxiv.org/abs/2607.14709

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