Remote Personal Finance Generalist — Contractor

Crossing Hurdles; United States; À distance; USD 28 000 - 41 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Personal finance

Attention to detail

Communication

Independent work

Outils

Google Sheets

Excel

Description du poste

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.