Generalist | Remote

Crossing Hurdles; United States; Remote; USD 28,000 - 41,000; Full time

Job summary

Crossing Hurdles seeks a Generalist for US Personal Finance in a remote contractor role requiring 10-40 hours per week. You will complete structured tasks simulating US personal finance workflows, including tax filing and budgeting scenarios, and securely connect your US-based financial accounts via Plaid as part of the project.

You will enter and verify financial data across online banking platforms, financial apps, and spreadsheets, following detailed instructions to meet quality standards.

Qualifications

• Proficiency with personal finance management and budgeting.
• Excellent attention to detail and methodical data entry.
• Strong written and verbal communication, clarity and accuracy.
• Ability to follow instructions and deliver high-quality work remotely.

Responsibilities

• Complete structured tasks simulating US personal finance workflows (tax filing, budgeting).
• Securely connect US-based financial accounts via Plaid as part of the project requirements.
• Enter and verify financial data using online banking platforms, financial apps, and spreadsheets.
• Follow detailed written instructions to ensure high-quality, accurate deliverables.
• Document step-by-step processes with clear written communication for each assignment.

Skills

Personal finance

Attention to detail

Communication

Independent work

Tools

Google Sheets

Excel

Job description

Position: Generalist, US Personal Finance

Type: Contractor (Short Term)

Location: Remote

Commitment: 10-40 hrs/week

Role Responsibilities

• Complete a series of structured tasks simulating genuine US personal finance workflows, including tax filing and household budgeting scenarios.
• Securely connect your US-based financial account(s) via Plaid as part of the project requirements.
• Accurately enter and verify financial data using online banking platforms, financial apps, and basic spreadsheets.
• Follow detailed written instructions to ensure project deliverables meet strict quality and accuracy standards.
• Document step-by-step processes, using clear written communication for each completed assignment.

Requirements

• Proficiency with personal finance management, including household budgeting and using digital finance tools.
• Exceptional attention to detail and a methodical approach to data entry and documentation.
• Strong written and verbal communication skills, with an emphasis on clarity and accuracy.
• Demonstrated ability to follow instructions and deliver high-quality work independently and remotely.
• Experience with online banking platforms, financial apps, and basic spreadsheet tools (e.g., Google Sheets, Excel).