Finance & Insurance Evaluation Consultant

🔥 1 hour ago

🗽 New York – Remote

🗽 New York – Remote

💵 $65 - $80 / hour

⏱ Part Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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24-MAG

WebsiteLinkedInAll Job Openings

2 - 10 employees

🤝 B2B

💼 Consulting

B2B • Consulting

24-MAG is a commercial strategy and execution firm that helps B2B organizations design and implement systems, workflows, and operating rhythms for sales, client management, and cross-functional projects. They focus on transforming scattered processes into aligned, measurable, and scalable commercial functions—covering pipeline structure, account management frameworks, and operational discipline for teams seeking efficient, intentional growth.

📋 Description

• Review completed AI-generated work products representing realistic finance, investment, advisory, banking, brokerage, or insurance tasks • Examine task instructions, supporting files, completed deliverables, and evaluation results • Determine whether outputs reflect authentic professional workflows • Identify substantive financial, regulatory, analytical, or operational issues • Assess whether completed work would be usable or acceptable in a real professional environment • Evaluate task realism, including descriptions, constraints, figures, and expected deliverables • Consider relevant US market, regulatory, suitability, and insurance requirements • Review financial models, forecasts, budgets, valuation work, and analytical outputs where relevant • Assess calculations, assumptions, methodologies, reconciliations, and conclusions • Assess budgets, forecasts, close-related documentation, treasury work, and financial-management outputs • Review investment analyses, portfolio-related work, securities documentation, and financial recommendations • Review personal financial planning and advisory scenarios for suitability and client circumstances • Review banking, brokerage, and insurance operations such as account servicing, claims, policy changes, and customer-service scenarios • Assess SEC, FINRA, and US state insurance compliance considerations • Review existing yes/no grading decisions against completed work • Assess overall work-product quality and assign an appropriate quality band • Compare independent judgement with reported evaluation scores and explain disagreements

🎯 Requirements

• Experienced US finance, investment, advisory, banking, brokerage, and insurance professionals • Financial Management: 5+ years of professional experience as a Controller, FP&A Lead, Treasury professional, Finance Director, or comparable finance leader • Hands-on responsibility for a budget, forecast, financial close, or comparable finance process • Strong understanding of financial reporting, planning, and decision support • Securities & Financial Services: Active Series 7 plus Series 63 or 66 • 4+ years of professional experience in securities and financial services • Hands-on experience placing trades or managing your own client book • Strong understanding of suitability, securities regulation, and brokerage practice • Personal Financial Advisory: 4+ years of experience advising your own client households • Practical experience developing and reviewing financial recommendations • CFP or Series 65 is preferred • Strong familiarity with suitability and client documentation • Financial & Investment Analysis: 3+ years of professional experience building financial or investment models used in real decisions • Strong modelling, analytical, and financial reasoning skills • Banking, Brokerage & Insurance Customer Service: 4+ years of professional experience on a bank, brokerage, or insurance-carrier service desk • Hands-on experience handling claims, policy changes, account servicing, or comparable client matters • Strong understanding of financial-services procedures and documentation • Strong hands-on delivery experience within the US financial-services or insurance market • Near-native business English • Ability to provide concise written explanations for professional judgements • Comfortable reviewing spreadsheets, PDFs, and related professional documents • Able to verify figures, calculations, and internal consistency • Experience outside the US market alone may not provide sufficient exposure to relevant regulatory requirements • H1-B and STEM OPT support is unavailable for this engagement

🏖️ Benefits

• Part-time independent contractor engagement • Fully remote within the United States • Flexible scheduling based on project requirements • Projects may be extended, shortened, or concluded based on project needs and performance