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Remote | Finance & Insurance Reviewer — $65–$80/hour

Role overview

Qualifications

  • 5+ years owning a budget, forecast, or close for Financial Managers
  • Active Series 7 plus 63 or 66 for Securities, Commodities, and Financial Services Sales Agents
  • 4+ years advising client households; CFP or Series 65 preferred for Personal Financial Advisors
  • 3+ years building models for Financial and Investment Analysts

Responsibilities

  • Review financial models, forecasts, account or service materials for accuracy and consistency
  • Assess whether US financial-services, securities, and insurance standards are applied correctly
  • Review grader decisions, explain disagreements, and assess whether reported scores are defensible

Key facts

Hard skills

Other skills

  • Forecasting
  • Detail Oriented
  • Communication
  • Customer Service

About the company

24-MAG logo

24-MAG

Business Consulting & Services

Company details

IndustryBusiness Consulting & Services
Company size2 - 10

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Job description

We are sharing a specialised part-time consulting opportunity for experienced finance and insurance professionals to review professional work products and apply real-world domain judgment.

You will audit realistic financial and insurance work products for authenticity, regulatory and technical accuracy, grading quality, and practical usability.

Key Responsibilities

  • Review financial models, forecasts, account or service materials, and related work products for accuracy and consistency.
  • Assess whether US financial-services, securities, and insurance standards are applied correctly where relevant.
  • Review grader decisions, explain disagreements, and independently assess whether the reported score is defensible.

Ideal Profile

  • Financial Managers: controllers, FP&A leads, treasury or finance directors with 5+ years owning a budget, forecast, or close.
  • Securities, Commodities, and Financial Services Sales Agents: active Series 7 plus 63 or 66, with 4+ years placing trades or running a book.
  • Personal Financial Advisors: 4+ years advising client households; CFP or Series 65 preferred.
  • Financial and Investment Analysts: 3+ years building models used for real decisions; CFA is advantageous.
  • Customer Service Representatives: 4+ years on a bank, brokerage, or insurance service desk handling claims, policy changes, or account servicing.
  • Near-native business English and comfort reviewing spreadsheets and PDFs.

Engagement Details

  • Part-time, project-based consulting engagement.
  • Fully remote.
  • Independent-contractor engagement.
  • Individual review items typically take approximately one hour.
  • Visa sponsorship is not available for this opportunity.

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.

By submitting this application, you acknowledge that your information may be processed by 24-MAG LLC for recruitment and opportunity matching in accordance with our Privacy Policy: https://www.24-mag.com/privacy-policy.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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