Remote US Personal Finance Generalist (Contractor)

Remotebridge; United States; Remote; USD 34,000 - 69,000; Part time

Job summary

Remotebridge seeks a Generalist for US Personal Finance on a short-term contractor basis. You will complete structured US finance tasks, including tax filing simulations and budgeting scenarios, entirely remote.

You will securely connect US-based financial accounts, document processes, and deliver outputs by the deadline. Strong attention to detail and clear written communication are essential for success in this remote role. Experience with Google Sheets and Excel will help you excel.

Qualifications

• Proficiency in personal finance management and budgeting.
• Meticulous data entry and documentation skills.
• Strong written and verbal communication abilities.
• Ability to work independently and follow instructions remotely.
• Experience with online banking platforms and financial apps.

Responsibilities

• Complete structured US personal finance tasks including tax filing simulations and budgeting scenarios.
• securely connect US-based financial accounts using Plaid for project requirements.
• Enter and verify financial data across online banking platforms, apps and spreadsheets.
• Follow detailed instructions to ensure high quality and accuracy.
• Document step-by-step processes with clear written communication for each task.
• Manage own task pipeline and deliver all outputs by the deadline.

Skills

Personal finance

Attention to detail

Written communication

Independent work

Tools

Google Sheets

Excel

Job description

Remotebridge seeks a Generalist for US Personal Finance on a short-term contractor basis. You will complete structured US finance tasks, including tax filing simulations and budgeting scenarios, entirely remote.

You will securely connect US-based financial accounts, document processes, and deliver outputs by the deadline. Strong attention to detail and clear written communication are essential for success in this remote role. Experience with Google Sheets and Excel will help you excel.