Personal Finance SME

Remote • Contract • via Turing

About this role

About Turing:
Turing is one of the world’s fastest-growing AI companies, accelerating the advancement and deployment of powerful AI systems.

Turing helps customers in two ways: Working with the world’s leading AI labs to advance frontier model capabilities in thinking, reasoning, coding, agentic behavior, multimodality, multilinguality, STEM, and frontier knowledge; and leveraging that work to build real-world AI systems that solve mission-critical priorities for companies.

Role Overview:

In this role, you will work on cutting-edge initiatives to fine-tune large language models by grounding consumer financial planning and household money management domain logic. Distinct from corporate finance, this practitioner role focuses on personal wealth management as financial coaches and planners practice it, spanning zero-based budgeting, debt payoff strategies, sinking funds, and net-worth tracking, along with the ability to translate consumer finance principles into deterministic spreadsheet logic. You will play a direct role in evaluating and refining AI-generated tools, ensuring outputs match professional financial planning standards.

Requirements:

• Core Experience: 4+ years in travel planning, event and meeting coordination, agency operations, or hospitality management.
• Domain Expertise: Deep, hands-on familiarity with multi-city itinerary flows, vendor deposit/balance tracking, guest RSVP management, and shared-cost allocation formulas.
• Writing & Logic Translation: Strong, concise professional writing skills with a proven ability to translate complex travel and event workflows into deterministic spreadsheet formulas and validation structures.
• Analytical Thinking: Ability to establish strict financial and operational guardrails (e.g., modeling granular cost drivers over flat estimates, tracking per-person splits, building 10 to 15% contingency buffers).
• Technical Infrastructure: Personal desktop/laptop equipped with a stable, high-speed internet connection in a remote setup.

Responsibilities:

In this role, you will serve as the personal finance and coaching expert setting the quality benchmark for consumer-focused AI applications. Your day-to-day responsibilities will include:

• Authoring Skills & Guardrails: Defining discovery parameters (income cadence, budgeting approach, debt structures, savings goals) and financial guardrails for AI builders and canvases.
• Context & Workflow Co-Design: Co-designing interview workflows and validating context files, including bank/credit CSV exports, loan statements, and budget notes.
• Grounding Golden Assets: Verifying debt payoff schedules, budget rollups, net-worth formulas, and validation dropdowns across tools like personal budgets, bill calendars, and subscription auditors.
• Quality Sign-Off: Reviewing and signing off on AI-generated outputs to ensure complete alignment with professional financial coaching and advisory practices.

Education & Experience

• Bachelor's degree or equivalent practical experience in any field.
• Experience in AI evaluation, data annotation, content review, quality assurance, or a related analytical role is preferred but not required.

Offer Details:

• Commitments Required: 40 hours per week with 8 hours of overlap with PST.
• Engagement type: Contractor
• Engagement Length:  upto 10 weeks
• Availability: Talent must have weekend on-call availability (part-time engagement is acceptable).

Evaluation Process -

• Shortlisted candidates will be sent a Job Interest Form.
• Finalized talents will go through delivery interview & proceeded further accordingly.

Key skills

• Finance
• Financial Reporting

Details

• Pay: Shared during the application process
• Company: Turing
• Location: Remote
• Eligible locations: Worldwide (no restriction)
• Platform: Turing