Accounting Expert (US GAAP) - Remote
Posted 3 days ago by Get Offers
Negotiable
Undetermined
Remote
EMEA
Summary: The Accounting Expert (US GAAP) role is a remote, part-time position focused on enhancing AI-assisted financial planning tools. The position requires a Certified Financial Planner® to leverage real-world advisory experience to improve AI-generated financial guidance for everyday households. The role involves reviewing financial scenarios, evaluating AI advice, and providing feedback to ensure clarity and compliance. Collaboration with an advanced AI research team is a key aspect of this engagement.
Key Responsibilities:
- Review realistic financial planning scenarios reflecting common client conversations such as budgeting, emergency funds, debt repayment, and retirement planning
- Evaluate AI-generated financial advice for suitability, clarity, and practicality for mainstream and mass-affluent households
- Demonstrate how advisory conversations are conducted, including question frameworks, goal prioritization, and tradeoff discussions
- Provide practical financial rules of thumb used with real clients (e.g., cash reserve targets, savings benchmarks)
- Deliver detailed written feedback to improve AI-generated explanations, recommendations, and decision pathways
- Identify compliance considerations and financial risks, recommending when clients should consult specialists such as CPAs, attorneys, or insurance professionals
Key Skills:
- Several years of client-facing experience as a Financial Planner, Personal Financial Advisor, or Financial Consultant
- Demonstrated expertise in budgeting, cash-flow planning, debt management, retirement planning, education savings, and risk management
- CFP® certification strongly preferred (or CFP exam passed with relevant experience)
- Other credentials such as ChFC considered with strong practical advisory experience
- Excellent written and verbal communication skills with the ability to explain financial concepts clearly to non-experts
- Strong commitment to fiduciary standards, compliance, and client-first financial guidance
- Proven financial problem-solving abilities and structured planning processes
Salary (Rate): undetermined
City: undetermined
Country: undetermined
Working Arrangements: remote
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other
Title: Accounting Expert (US GAAP) - Remote
Engagement: Hourly contract (independent contractor) RATE : USD 30-60 /Hour
Role Overview
One of our clients is seeking a Certified Financial Planner® (CFP®) / Personal Financial Advisor to support the development of AI-assisted financial planning tools. In this remote, part-time role, you will apply your real-world advisory experience to help improve how AI systems provide financial guidance for everyday households. This opportunity allows experienced financial professionals to collaborate asynchronously with an advanced AI research team, ensuring financial recommendations are practical, compliant, and understandable for mainstream clients.
Key Responsibilities
- Review realistic financial planning scenarios reflecting common client conversations such as budgeting, emergency funds, debt repayment, and retirement planning
- Evaluate AI-generated financial advice for suitability, clarity, and practicality for mainstream and mass-affluent households
- Demonstrate how advisory conversations are conducted, including question frameworks, goal prioritization, and tradeoff discussions
- Provide practical financial rules of thumb used with real clients (e.g., cash reserve targets, savings benchmarks)
- Deliver detailed written feedback to improve AI-generated explanations, recommendations, and decision pathways
- Identify compliance considerations and financial risks, recommending when clients should consult specialists such as CPAs, attorneys, or insurance professionals
Required Skills & Qualifications
- Several years of client-facing experience as a Financial Planner, Personal Financial Advisor, or Financial Consultant
- Demonstrated expertise in budgeting, cash-flow planning, debt management, retirement planning, education savings, and risk management
- CFP® certification strongly preferred (or CFP exam passed with relevant experience)
- Other credentials such as ChFC considered with strong practical advisory experience
- Excellent written and verbal communication skills with the ability to explain financial concepts clearly to non-experts
- Strong commitment to fiduciary standards, compliance, and client-first financial guidance
- Proven financial problem-solving abilities and structured planning processes
Preferred Qualifications
- Experience delivering holistic financial planning and financial coaching to mainstream households
- Background mentoring junior advisors or building planning workflows, playbooks, or advisory frameworks
- Experience working in workplace advisory programs or mass-market financial planning environments
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