Generalist, US Personal Finance

About this role

Role Title: Generalist, US Personal Finance
Role Type: Contractor (Short Term)
Location: Remote - US ONLY
micro1 is engaging Generalist, US Personal Finance contributors to participate in a short-term, paid AI project focused on personal finance. In this role, you’ll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. This engagement involves completing structured, real-world financial tasks designed to improve AI comprehension of US household budgeting, tax filing, and modern digital finance workflows. Compensation is a one-time lump sum payment of $2,535, with eligibility requiring participants to securely connect their US-based financial account(s) via Plaid and complete a minimum of 4 project tasks. Contributors must currently reside in the United States, hold US-based financial accounts, and have personally filed a 2025 US federal income tax return. Onboarding occurs on a rolling basis, and all project tasks must be completed by Wednesday, October 21, 2026.
Scope of Work

• Complete a series of structured tasks (minimum of 4) simulating genuine US personal finance workflows, including tax filing and household budgeting scenarios.

• Securely connect your US-based financial account(s) via Plaid as part of the project requirements; all personally identifiable information is redacted before downstream use.

• Accurately enter and verify financial data using online banking platforms, financial apps, and basic spreadsheets.

• Follow detailed written instructions to ensure project deliverables meet strict quality and accuracy standards.

• Document step-by-step processes, using clear written communication for each completed assignment.

• Manage your own task pipeline and deliver all outputs by the Wednesday, October 21, 2026 deadline.

Preferred Qualifications

• Proficiency with personal finance management, including household budgeting and using digital finance tools.

• Exceptional attention to detail and a methodical approach to data entry and documentation.

• Strong written and verbal communication skills, with an emphasis on clarity and accuracy.

• Demonstrated ability to follow instructions and deliver high-quality work independently and remotely.

• Experience with online banking platforms, financial apps, and basic spreadsheet tools (e.g., Google Sheets, Excel).

Originally posted on Himalayas