Remote | Personal Finance & Consumer Planning Consultant — $70–$110/hour

We are sharing a specialised part-time consulting opportunity for personal finance and consumer planning professionals experienced in reviewing financial documents, spreadsheets, slide decks, planning materials, consumer guidance, and presentation-quality work products for accuracy, rigor, clarity, and domain quality.

This role supports current and upcoming remote consulting opportunities focused on personal finance and consumer planning artifact review, rubric-based evaluation, document and spreadsheet assessment, slide deck quality review, structured feedback, and high-quality project execution.

Selected professionals will evaluate AI-generated work products and apply subject-matter expertise to identify factual, analytical, aesthetic, and presentation issues.

Key Responsibilities Professionals in this role may contribute to: Personal Finance Artifact Evaluation Evaluate AI-generated documents, spreadsheets, and slide decks involving personal finance or consumer planning topics Review outputs for factual accuracy, practical relevance, financial reasoning quality, and domain rigor Assess materials involving budgeting, saving, debt planning, credit, retirement planning, insurance, household finance, consumer decision-making, or related topics Identify incomplete analysis, weak assumptions, unclear recommendations, or inaccurate financial guidance Spreadsheet, Document & Slide Review Review spreadsheets for structure, clarity, logic, calculations, and usability Assess slide decks for presentation quality, organization, visual clarity, and audience appropriateness Identify factual, aesthetic, formatting, and presentation errors across Microsoft Office and Google Workspace files Evaluate whether documents and presentations meet professional-quality standards Rubric-Based Feedback & Quality Review Evaluate work products against domain-specific quality rubrics Provide clear, structured written feedback explaining strengths, weaknesses, and improvement areas Apply consistent review standards across documents, spreadsheets, and slide decks Support high-quality evaluation materials through precise, professional feedback Ideal Profile Strong candidates may have: 5+ years of relevant professional experience in personal finance, consumer planning, financial planning, financial education, consumer advisory, wealth planning, or related fields Native or professional fluency in English High proficiency in Microsoft Office and Google Workspace Strong experience with Google Slides, PowerPoint, Excel, Google Sheets, Word, and Google Docs Ability to evaluate documents, spreadsheets, and slide decks with strong attention to detail Excellent written communication skills and ability to provide structured feedback Ability to work independently in a remote, project-based environment Educational Background Academic backgrounds in finance, economics, business, accounting, financial planning, consumer studies, public policy, or related fields may be relevant Advanced degree from a reputable institution may be valuable Professional certifications or training in financial planning, consumer finance, financial education, or advisory work may also be relevant depending on project scope Nice to Have Master's degree or higher in a relevant field Experience creating or reviewing financial planning documents, consumer finance guides, educational materials, financial presentations, or spreadsheet-based planning tools Familiarity with CFP, AFC, ChFC, CFA, CPA, or comparable finance-related frameworks may be helpful depending on project scope Experience reviewing presentation decks for clarity, polish, and business-facing communication quality Strong ability to evaluate both financial substance and visual/presentation quality Why This Opportunity Apply personal finance and consumer planning expertise to structured remote evaluation work Review high-quality documents, spreadsheets, and slide decks across practical financial planning topics Contribute to accurate, rigorous, and professionally presented financial guidance materials Use your financial judgment and communication skills to improve artifact quality Remote structure with competitive hourly compensation Contract Details Independent contractor role Fully remote with flexible scheduling Eligible professionals may be based in approved project locations depending on project needs Project commitment may vary depending on availability and scope Competitive rates between $70–$110 per hour depending on expertise and project scope Weekly payments via Stripe or Wise Projects may be extended, shortened, or adjusted depending on scope and performance Work will not involve access to confidential or proprietary information from any employer, client, or institution About the Platform This opportunity is available through 24-MAG LLC.

We connect experienced professionals with remote consulting opportunities across technical, evaluation, and project-based workstreams.

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Originally posted on Himalayas