Personal Financial Advisors — Occupation Research Survey Job at AuraOne, San Jose, CA

  • AuraOne
  • San Jose, CA

Job Description

About the role

Personal Financial Advisors — Occupation Research Survey 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.
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.
Review financial reasoning and accounting treatment. Audit logic and risk work too.

Responsibilities

  • Review AI outputs against current finance and risk standards, regulations, and firm policy for Personal Financial Advisors — Occupation Research Survey 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.

Role details

Track Finance & risk review Work model Remote · Independent specialist contractor Compensation $50 / hr Eligible from US

What you should bring

  • Direct working experience with finance and risk on real engagements, transactions, or audits for Personal Financial Advisors — Occupation Research Survey 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.

Role signals

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.

Useful experience

  • 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.

Compensation and schedule

$50 / hr
Expected arrangement: contractor , with program-defined task volume and review pacing. Placement depends on current program demand and reviewer confirmation.

Skills used in matching

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

Application boundary

Creating a specialist profile records your experience and preferences. Starting role intake is a separate action that attaches this role to your candidate record.

Specialist intake

The intake preserves your chosen role, the visible terms, and source attribution for reviewer context.

  • 01 Confirm profile and eligibility details.
  • 02 Attach this role deliberately.
  • 03 Receive a human review decision or follow-up.
    Placement timing depends on program demand and reviewer confirmation.

Job Tags

Contract work, For contractors, Work experience placement, Remote work, 10 hours per week

Similar Jobs

Altar'd State

Spring 2027 IT Help Desk Intern Job at Altar'd State

 ...Are We? Stand Out For Good, Inc. is a rapidly growing womens fashion company with 5 unique brands, in 130+ locations, across 38...  ...to those in need. Position Overview The IT Help Desk Intern will play a key role in supporting both day-to-day operations... 

Amend Treatment

Remote QA Software Tester Job at Amend Treatment

 ...A Remote QA Software Tester is responsible for testing software applications to identify bugs errors and performance issues before products are released to users. The role involves creating and executing test cases documenting defects verifying software functionality and... 

Waynesboro Public Schools

Car/Van Driver Job at Waynesboro Public Schools

 ...Car/Van Driver Special EducationTo transport students safely and efficiently to and from school on a daily basis.Hold the minimum of a high school diploma/GED.Certificate of Autism Spectrum Disorder training at least 21 years of age.Must meet physical requirements... 

thehivecareers.co

Full Stack Java Developer Job at thehivecareers.co

 ...Day: The Senior Software Consultant will perform fullstack development across the complete development life cycle delivering highly available...  ...AppSync or GraphQL, Networking. ~2+ years of experience with App servers (Tomcat, JBoss). ~3-5+ years of experience with APIs... 

Packaging Corporation of America

Environmental Engineer Job at Packaging Corporation of America

 ...today and tomorrow, with products and services that exceed expectations for performance and environmental responsibility. People Customers Trust DeRidder Environmental Engineer Position PCA is hiring an Environmental Engineer to work onsite in our DeRidder, LA pulp...