Remote | Finance & Banking Document Evaluation Consultant — $85–$100/hour

We are sharing a specialised part-time consulting opportunity for experienced finance and banking professionals across investment analysis, financial management, personal financial advisory, banking, capital markets, corporate finance, accounting, and related financial services domains.

This role supports current and upcoming remote consulting opportunities focused on AI-assisted finance and banking benchmark development, professional document understanding, instruction-following evaluation, financial document analysis, and high-quality project execution. Selected professionals will author complex finance-focused tasks grounded in real-world workspace materials, define accurate ground truth outputs, and create objective evaluation rubrics based on financial, banking, analytical, and document-review expertise.

Key Responsibilities

Professionals in this role may contribute to:

Finance & Banking Task Authoring

• Create complex, multi-step finance and banking tasks grounded in realistic professional documents, reports, spreadsheets, financial statements, or related workspace files
• Design tasks that test an AI system's ability to reason over financial documents, follow precise instructions, and produce accurate structured outputs
• Translate real-world finance and banking workflows into clear task prompts, expected deliverables, and evaluation-ready examples
• Support work across investment analysis, financial management, personal finance, banking, capital markets, corporate finance, accounting, or related financial services topics depending on professional background and project needs

Document Understanding & Financial Analysis

• Review financial documents, statements, reports, spreadsheets, and supporting materials to identify relevant facts, calculations, assumptions, and analytical requirements
• Develop tasks that require careful interpretation of financial data, document structure, numerical relationships, and professional finance context
• Incorporate realistic use cases involving financial analysis, reporting, advisory workflows, banking operations, capital markets, corporate finance, or accounting logic
• Identify where financial reasoning, document comprehension, instruction following, spreadsheet interpretation, or code-assisted analysis may be required

Ground Truth Development & Evaluation Rubrics

• Produce clearly defined ground truth outputs for finance and banking tasks
• Create objective evaluation rubrics that specify correct answers, acceptable reasoning, formatting expectations, calculation requirements, and quality criteria
• Validate task outputs for financial accuracy, completeness, consistency, and alignment with the source documents and instructions
• Identify ambiguous instructions, incomplete task logic, unsupported assumptions, calculation issues, or evaluation gaps

Structured Feedback & Quality Control

• Provide clear written feedback explaining finance, banking, accounting, analytical, or document-review reasoning
• Follow detailed task instructions, quality criteria, and project-specific standards accurately
• Review discrete finance and banking deliverables and identify areas for improvement
• Collaborate through asynchronous project workflows to improve finance-focused AI evaluation materials and benchmark quality

Ideal Profile

Strong candidates may have:

• 3+ years of hands-on experience in finance, banking, investment analysis, financial management, personal financial advisory, capital markets, corporate finance, accounting, or related financial services work
• Strong ability to interpret financial statements, reports, spreadsheets, business documents, analytical outputs, or financial workspace files
• Experience creating financial analyses, structured reports, client-facing materials, investment notes, management reports, accounting summaries, or banking documentation
• Strong numerical reasoning and ability to verify calculations, assumptions, financial logic, and document-based conclusions
• Ability to clearly articulate finance or banking reasoning in written form
• Strong attention to detail and ability to identify incomplete instructions, inaccurate outputs, unsupported assumptions, or calculation errors
• Comfort reviewing AI-generated finance or banking content and applying detailed evaluation criteria
• Excellent written communication skills
• Ability to work independently in a remote, asynchronous, project-based environment
• Current or recent finance and banking domain expertise aligned with one or more project workstreams

Nice to Have

• Experience with financial modeling, valuation, investment research, credit analysis, management reporting, corporate accounting, banking operations, or capital markets workflows
• Familiarity with financial statements, annual reports, pitch materials, transaction documents, spreadsheets, dashboards, or financial planning documents
• Experience creating evaluation rubrics, assessment materials, training datasets, benchmark tasks, QA reviews, or structured analytical workflows
• Comfort working with spreadsheets, web research, code-assisted analysis, or multi-file financial tasks
• Ability to design tasks that require precise instruction following, document grounding, numerical accuracy, and structured output formatting

Why This Opportunity

• Apply finance and banking expertise to structured remote project work
• Contribute to high-quality AI-assisted document understanding and instruction-following evaluation
• Use practical financial judgment in a focused task-authoring and quality-review environment
• Work on discrete deliverables aligned with professional background and subject-matter expertise
• Remote structure with competitive compensation

Contract Details

• Independent contractor role
• Fully remote with flexible scheduling
• Expected commitment is approximately 15–20 hours per week depending on availability, onboarding status, task quality, and project needs
• Work may be structured around finance and banking task authoring, document-review deliverables, evaluation rubrics, ground truth outputs, or task-based assignments
• Competitive rates of $85–$100 per hour depending on finance expertise, task quality, and project scope
• Screening may include resume or experience summary review, domain background assessment, and a brief sample task
• Weekly payments via Stripe or Wise
• Projects may be extended, shortened, or adjusted depending on scope and performance
• Work will not involve access to confidential or proprietary information from any employer, client, vendor, or institution
• Please note: We are unable to support H1-B or STEM OPT candidates at this time

About the Platform

This opportunity is available through 24-MAG LLC. We connect experienced professionals with remote consulting opportunities across technical, evaluation, and project-based workstreams.

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