Financial Analyst – Paid Finance Data Project (Remote)

S27a; United States; Remote; Part time

Job summary

Careerflow Human Data Labs is seeking US-based professionals for a short-term, remote data-export project. You will export personal financial data across multiple categories, create artifacts, and ensure privacy through PII redaction. The project runs approximately 2 weeks with payments per completed dataset.

Participants must meet criteria including age, residency, data history, and the ability to follow detailed instructions. Submissions must be native exports (CSV, PDF, XLSX, OFX) only.

Qualifications

• You must be 18 years of age or older.
• You must be a US resident.
• You must have a regular earning stream.
• You should be an experienced working professional.
• You must currently use at least one qualifying service in each of the 5 mandatory financial categories.
• You must use at least 2 additional qualifying financial apps/services.
• You must have at least 2 years of historical data available.
• Your financial data must include a transaction within the last 60 days.
• You must be comfortable downloading and exporting data from your own accounts.
• You must be able to follow detailed instructions and data submission requirements.
• You must be comfortable using a provided tool to redact personally identifiable information before submission.
• You must be able to complete the project within the required timeline.

Responsibilities

• Sign up and complete project onboarding and consent requirements through the designated project platform.
• Export data directly from financial apps and accounts that you personally use.
• Provide data from at least 1 service in each of the 5 mandatory categories: Banking & Neobanks; Credit Cards; Payments, P2P & Wallets; Credit Score & Identity; Tax Filing.
• Provide exports from at least 2 additional eligible apps/services, totaling at least 7 apps/services.
• Submit 2 self-created financial artifacts.
• Provide at least 2 years of historical data, with a recent transaction within the last 60 days.
• Redact PII using the provided tool before upload.
• Review and resubmit files if quality review requests changes.

Skills

US resident

18+ years old

Professional experience

Data export experience

Detail-oriented

Instruction following

Redaction tool experience

Tools

PII redaction tool

Job description

Company: Careerflow Human Data Labs

Job Type: Contract / Project-Based

Location: Remote – United States

Project Duration: Approximately 2 weeks

Payment: $250 USD per completed and approved dataset.

Referral Bonus: $50 USD for each referred participant who completes the project and has their dataset approved.

About the Project

Careerflow Human Data Labs is looking for US-based financial analysts and other working professionals to participate in a short-term paid financial data project.

This is a project-based data opportunity, not a traditional Financial Analyst position. We're looking for working professionals who use a variety of personal financial apps and services and are comfortable exporting their own financial data according to detailed project requirements.

What You'll Do

• Sign up and complete project onboarding and consent requirements through the designated project platform.

• Export data directly from financial apps and accounts that you personally use.

• Provide data from at least 1 service in each of the 5 mandatory categories:

  • Banking & Neobanks

  • Credit Cards

  • Payments, P2P & Wallets

  • Credit Score & Identity

  • Tax Filing

• Provide exports from at least 2 additional eligible financial apps/services, bringing your submission to a minimum of 7 apps/services total.

• Submit 2 self-created financial artifacts, such as budget spreadsheets, tax workbooks, or net-worth/debt trackers.

• Provide at least 2 years of historical data, with a transaction within the last 60 days.

• Make sure your exports cover matching time periods across your financial services.

• Use the provided PII-redaction tool to remove personal and banking identifiers on your own device before uploading.

• Review and resubmit files if they are returned for rework during quality review.

Submissions must be native exports such as CSV, PDF, XLSX, OFX, or equivalent. Screenshots, synthetic or AI-generated files, scraped information, account credentials, and live data feeds are not accepted.

Examples of Eligible Financial Apps and Services

• Banking: Chase, Bank of America, Capital One, Wells Fargo, Citi, Ally Bank, Discover Bank, and others.

• Credit Cards: American Express, Chase, Capital One, Citi, Discover, Apple Card, Wells Fargo, and others.

• Payments & Wallets: PayPal, Venmo, Cash App, Google Pay/Wallet, Wise, and Splitwise.

• Credit & Identity: Experian, Equifax, TransUnion, myFICO, and AnnualCreditReport.com.

• Tax Filing: TurboTax, H&R Block, IRS.gov, FreeTaxUSA, TaxAct, TaxSlayer, Cash App Taxes, and others.

Additional eligible categories include investing and brokerage, budgeting, crypto/digital assets, lending, student loans, mortgages, insurance, payroll/income, and retirement accounts.

Required Qualifications

• You must be 18 years of age or older.

• You must be a US resident.

• You must have a regular earning stream.

• You should be an experienced working professional.

• You must currently use at least one qualifying service in each of the 5 mandatory financial categories.

• You must use at least 2 additional qualifying financial apps/services.

• You must have at least 2 years of historical data available from the financial services required for your submission.

• Your financial data must include a transaction within the last 60 days.

• You must be comfortable downloading and exporting data from your own accounts.

• You must be able to follow detailed instructions and data submission requirements.

• You must be comfortable using a provided tool to redact personally identifiable information before submission.

• You must be able to complete the project within the required timeline.

Data Privacy & Security

Protecting your information is an important part of this project.

• PII redaction takes place on your own device.

• Raw exported files do not leave your device.

• Personal and banking identifiers are removed before files are uploaded.

• Account credentials and live financial data feeds are not collected.

• Submissions go through automated quality checks and a final human review.

• Data that does not receive Final Approval is not used and is deleted, with a Certificate of Destruction issued.

• Only approved, anonymized datasets are used for the licensed program in accordance with your consent.

Success in This Project

Successful participants submit a complete, accurate, and properly redacted dataset that meets all project requirements and receives Final Approval.

A complete dataset requires:

• All 5 mandatory financial categories

• At least 2 additional eligible financial apps/services

• A minimum of 7 apps/services total

• 2 self-created financial artifacts

• At least 2 years of historical data

• A transaction within the last 60 days

• Matching time periods across applicable exports

• Properly redacted files that successfully pass quality review and Final Approval

Strong participants carefully follow project instructions, provide complete and accurate exports, properly redact their information before uploading, and respond promptly if any files need to be corrected or resubmitted.