Finance & Insurance Evaluation Consultant

This is a fully remote position, open to applicants in New York.

📋 Description

• Evaluate AI-generated deliverables that simulate real-world finance, investment, advisory, banking, brokerage, or insurance tasks.

• Review task directives, supporting documentation, final outputs, and evaluation feedback.

• Assess whether the outputs mirror genuine professional workflows.

• Identify significant financial, regulatory, analytical, or operational concerns.

• Determine if the completed tasks would be functional or acceptable in a genuine professional setting.

• Evaluate the realism of tasks, including descriptions, constraints, figures, and anticipated deliverables.

• Take into account relevant US market conditions, regulatory frameworks, suitability, and insurance standards.

• Analyze financial models, forecasts, budgets, valuation analyses, and other analytical outputs as applicable.

• Review calculations, assumptions, methodologies, reconciliations, and conclusions.

• Evaluate budgets, forecasts, close-related documents, treasury functions, and financial management outputs.

• Assess investment analyses, portfolio-related tasks, securities documentation, and financial recommendations.

• Examine personal financial planning and advisory situations for appropriateness and client context.

• Review banking, brokerage, and insurance operations like account servicing, claims, policy modifications, and customer service scenarios.

• Evaluate considerations related to SEC, FINRA, and US state insurance compliance.

• Review existing yes/no grading assessments against completed work.

• Evaluate overall quality of work products and assign a suitable quality band.

• Compare independent assessments with reported evaluation scores and clarify any discrepancies.

⛳️ Requirements

• Professionals in US finance, investment, advisory, banking, brokerage, and insurance with substantial experience.

• Financial Management: Minimum of 5 years of professional experience in roles such as Controller, FP&A Lead, Treasury professional, Finance Director, or similar finance leadership positions.

• Direct responsibility for budgeting, forecasting, financial closing, or related finance processes.

• Deep understanding of financial reporting, planning, and decision support mechanisms.

• Securities & Financial Services: Active Series 7 along with Series 63 or 66 licenses.

• At least 4 years of professional involvement in securities and financial services.

• Practical experience in executing trades or managing a personal client portfolio.

• Strong grasp of suitability, securities regulations, and brokerage practices.

• Personal Financial Advisory: A minimum of 4 years of experience advising individual client households.

• Practical experience in formulating and reviewing financial advice.

• CFP or Series 65 certification is preferred.

• Strong familiarity with suitability and client documentation.

• Financial & Investment Analysis: Over 3 years of professional experience creating financial or investment models utilized in real decision-making.

• Proficient modelling, analytical, and financial reasoning capabilities.

• Banking, Brokerage & Insurance Customer Service: At least 4 years of professional experience on a service desk for banks, brokerages, or insurance carriers.

• Hands-on experience in managing claims, policy changes, account servicing, or similar client issues.

• Strong understanding of financial services protocols and documentation.

• Significant hands-on delivery experience within the US financial services or insurance sector.

• Near-native proficiency in business English.

• Ability to provide clear written rationales for professional judgments.

• Comfortable reviewing spreadsheets, PDFs, and other relevant professional documents.

• Capable of verifying figures, calculations, and internal consistency.

• Experience solely outside the US market may not offer adequate exposure to necessary regulatory requirements.

• H1-B and STEM OPT support is not available for this position.

🏝️ Benefits

• Part-time independent contractor engagement.

• Fully remote work opportunity within the United States.

• Flexible scheduling depending on project needs.

• Projects may be prolonged, shortened, or concluded based on requirements and performance.