Generalist, US Personal Finance

AuraOne, Inc.

United States

Remote

USD 34,000 - 83,000

Full time

14 days+

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Job summary

AuraOne, Inc. is seeking a Generalist, US Personal Finance contractor to review AI outputs in finance and risk workflows. You’ll assess calculations, narrative reasoning, and policy adherence, providing citations, severity tags, and corrected treatments for model training.

The role is remote US-eligible, with hourly compensation to be confirmed after interview. Candidates should have direct finance/risk engagements and credentials such as CPA, CFA, or ACA, plus strong written reasoning and async

Qualifications

  • Direct working experience with finance and risk on real engagements, transactions, or audits for Generalist, US Personal Finance work.
  • Credentialed finance professionals preferred (CPA, CFA, ACA) or equivalent applied experience.
  • Ability to apply multi-page rubrics consistently across long batches.
  • Clear written reasoning citing standards, regulations, or firm policy.
  • Reliable async availability for at least 10 hours per week.

Responsibilities

  • Review AI outputs against current finance and risk standards, regulations, and firm policy for Generalist, US Personal Finance assignments.
  • Re-perform calculations and flag rounding, classification, or treatment errors.
  • Tag compliance, reconciliation, and disclosure issues with structured severity scores.
  • Capture the corrected workpaper or narrative so the modeling team can train on it.
  • Adjudicate disputed treatments against published standards or firm guidance.
  • Maintain reviewer-quality scores in inter-rater calibration cycles.

Skills

Financial analysis
Audit-grade review
Regulatory standards
Risk assessment
Finance and risk
Finance

Education

CPA
CFA
ACA

Job description

Generalist, US Personal Finance is a remote review track for evaluating AI outputs across finance and risk workflows. Reviewers grade calculations, narrative reasoning, and policy adherence; flag compliance and reconciliation issues; and document the correct treatment so the modeling team can train on it.

Why this role matters

Finance and risk workflows leave no room for fuzzy reasoning. AuraOne uses experienced finance-and-risk professionals to grade AI outputs the way an audit reviewer would — with citations, severity tags, and the corrected calculation alongside the original.

Responsibilities
  • Review AI outputs against current finance and risk standards, regulations, and firm policy for Generalist, US Personal Finance assignments.
  • Re-perform calculations and flag rounding, classification, or treatment errors.
  • Tag compliance, reconciliation, and disclosure issues with structured severity scores.
  • Capture the corrected workpaper or narrative so the modeling team can train on it.
  • Adjudicate disputed treatments against published standards or firm guidance.
  • Maintain reviewer-quality scores in inter-rater calibration cycles.
Qualifications
  • Direct working experience with finance and risk on real engagements, transactions, or audits for Generalist, US Personal Finance work.
  • A CPA, CFA, or ACA. A comparable credential or equivalent applied experience also works.
  • Comfort applying multi-page rubrics consistently across long batches.
  • Clear written reasoning that cites standards, regulations, or firm policy.
  • Reliable async availability for at least 10 hours per week.
Example tasks
  • Re-perform a finance and risk calculation produced by a model and flag any rounding or classification errors.
  • Grade a model's narrative reasoning on a complex transaction and rate the citation quality.
  • Adjudicate a disputed treatment between two reviewers using current standards.
  • Audit a 25-row batch for rubric consistency and report drift to the program lead.
Nice to have
  • Big Four, bulge-bracket, or in-house controller / risk experience.
  • Familiarity with AI-assisted close, audit, or risk tooling and its failure modes.
  • Bilingual experience for cross-jurisdiction reviews.
Skills
  • Financial analysis
  • Audit-grade review
  • Regulatory standards
  • Risk assessment
  • Finance and risk
  • Finance
Work model

Remote — US-eligible. Remote · Independent specialist contractor. Employment type: CONTRACTOR. Applicants must be authorized to work from US.

Compensation

Hourly rate confirmed after the interview process.

Direct working experience with finance and risk on real engagements, transactions, or audits for Generalist, US Personal Finance work. A CPA, CFA, or ACA. A comparable credential or equivalent applied experience also works. Comfort applying multi-page rubrics consistently across long batches. Clear written reasoning that cites standards, regulations, or firm policy. Reliable async availability for at least 10 hours per week.

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