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

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