Personal Finance Evaluator

Key Responsibilities

• Evaluate model-generated financial artifacts (documents, spreadsheets, presentations) using structured domain-specific quality rubrics
• Audit outputs for factual accuracy, analytical rigor, and adherence to personal finance and consumer planning principles
• Identify errors spanning content correctness, data presentation, and visual communication standards
• Deliver clear, structured written feedback that enables measurable quality improvement in model outputs
• Apply subject-matter expertise to distinguish nuanced errors from categorical failures across varied artifact types

Core Requirements

• Deep professional expertise in personal finance, household financial planning, budgeting, debt management, or consumer financial products
• Native or professional-level English fluency with strong written communication skills
• Advanced proficiency in Microsoft Office and Google Workspace, with particular strength in PowerPoint and Google Slides
• Proven ability to produce precise, criterion-referenced written evaluations or assessments
• Capacity to work independently as an independent contractor without access to proprietary employer or client data

Additional Strengths

• Advanced degree (Master's or higher) from a reputable institution in finance, economics, or a related discipline
• Background in financial education, curriculum development, or content quality assurance