We are sharing a specialised part-time consulting opportunity for experienced personal finance and consumer financial planning professionals with strong expertise in household financial decision-making, budgeting, financial planning, and consumer-focused financial guidance.
This role focuses on reviewing professional documents, spreadsheets, and presentation materials related to personal finance and consumer planning. Selected experts will assess outputs for financial accuracy, analytical rigour, practical relevance, clarity, presentation quality, and overall professional credibility.
Key Responsibilities
Personal Financial Planning
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Evaluate financial plans and consumer-focused financial recommendations for accuracy and practical soundness
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Assess whether recommendations appropriately reflect stated financial objectives, constraints, and assumptions
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Identify unsupported conclusions, calculation errors, and unrealistic planning assumptions
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Review trade-offs across competing financial priorities
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Apply professional judgement grounded in real-world personal finance experience
Budgeting & Cash-Flow Planning
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Review household budgets, spending plans, and cash-flow analyses
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Assess income, expense, savings, and financial-allocation assumptions
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Identify inconsistencies between underlying financial information and proposed recommendations
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Evaluate whether budgeting strategies are realistic and internally consistent
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Review financial scenarios involving changing income, expenses, or consumer priorities
Consumer Financial Decision-Making
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Evaluate materials addressing common consumer financial choices and planning scenarios
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Assess whether proposed approaches appropriately consider affordability, financial objectives, and relevant constraints
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Identify oversimplified or poorly supported recommendations
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Review comparisons between alternative financial strategies
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Evaluate whether conclusions are clearly supported by the available information
Financial Analysis & Spreadsheets
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Review spreadsheets supporting personal finance and consumer-planning decisions
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Assess formulas, calculations, assumptions, projections, and financial scenarios
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Identify mathematical or analytical inconsistencies
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Evaluate whether quantitative analysis supports stated conclusions
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Review tables, models, and financial summaries for clarity and usability
Financial Communication
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Assess whether financial information is communicated clearly and appropriately for a consumer audience
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Review explanations of financial concepts, assumptions, and recommendations
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Identify confusing, incomplete, or potentially misleading presentation of information
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Evaluate whether key risks, trade-offs, and considerations are communicated effectively
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Ensure conclusions are understandable and professionally presented
Documents & Presentation Review
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Evaluate financial plans, reports, spreadsheets, and slide decks for accuracy and completeness
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Review presentations for logical flow, clarity, and decision usefulness
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Identify factual, analytical, aesthetic, and formatting issues
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Assess whether charts, tables, and visual elements accurately represent underlying financial information
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Ensure recommendations are clearly connected to the supporting analysis
Structured Evaluation & Feedback
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Assess assigned outputs against domain-specific quality criteria
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Identify financial, analytical, factual, and presentation weaknesses
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Distinguish substantive planning issues from minor editorial concerns
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Provide clear, structured written feedback explaining identified strengths and weaknesses
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Apply evaluation standards consistently across different personal-finance work products
Ideal Profile
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5+ years of relevant professional experience in personal finance, consumer financial planning, financial advisory, financial consulting, wealth management, or a closely related field
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Experience as a Financial Planner, Personal Finance Advisor, Consumer Financial Advisor, Financial Consultant, or similar professional
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Strong practical understanding of household financial planning and consumer financial decision-making
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Experience developing or reviewing financial plans, budgets, analyses, or consumer-facing financial materials
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Strong quantitative judgement and ability to evaluate financial assumptions and calculations
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Highly proficient with Microsoft Office and Google Workspace
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Advanced proficiency with PowerPoint / Google Slides
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Strong spreadsheet and analytical skills
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Native or professional fluency in English
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Excellent written communication and ability to provide precise, structured feedback
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Strong attention to financial, analytical, and presentation detail
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Master's degree or higher from a recognised institution is advantageous
Engagement Details
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Part-time independent contractor engagement
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Fully remote
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Flexible scheduling based on project requirements
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Compensation: $70–$110/hour
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Work includes evaluation of personal finance plans, consumer-planning analyses, spreadsheets, documents, and presentation materials
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Projects may be extended, shortened, or concluded based on project needs and performance
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Work must be completed without using confidential or proprietary information belonging to any employer, client, institution, or other third party
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H1-B and STEM OPT support is unavailable for this engagement
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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