Ascent CFO Solutions · 18 hours ago
Financial Data Analyst & Development Operations Programmer
Ascent CFO Solutions is a leading Fractional CFO services firm dedicated to providing strategic financial leadership and insights for scaling companies. They are seeking a Financial Data Analyst & Development Operations Programmer who will blend financial analysis with data architecture to support clients and internal systems.
ConsultingFinancial ServicesInformation Technology
Responsibilities
Work directly with clients to assess, restructure, and improve financial data to redesign them into intuitive, usable, and effective solutions
Perform FP&A-style analysis using Excel, Google Sheets, and Power Query
Build and maintain complex financial models, including robust cash flow forecasting tools and multi-source spreadsheet systems (often syncing 10–15+ interconnected spreadsheets)
Clean, transform, and normalize financial data for reporting and analysis
Apply strong accounting knowledge to ensure data aligns correctly across P&L statements, balance sheets and cash flow models
Design and build internal tools and systems to support client delivery and internal workflows
Develop and maintain spreadsheet-based systems with advanced logic and automation
Write and maintain Google Apps Script
Build and support API-based integrations and data connections
Automate data flows between systems and spreadsheets
Integrate and experiment with AI tools (including Gemini) to improve efficiency and tooling
Utilize AI tools (including Gemini) where helpful to accelerate development, but understand the underlying logic well enough to troubleshoot and extend it
Serve as a Power BI developer supporting client reporting needs
Help maintain and evolve our Power BI infrastructure, ensuring data models, refresh processes, and reporting standards remain reliable and scalable
Use Power Query to clean, normalize, and prepare client data from various sources
Design and maintain clear, logical Power BI data models that reflect underlying financial realities
Qualification
Required
Advanced Excel and Google Sheets skills, including the ability to create and use LAMBDA functions for custom, reusable formulas, complex spreadsheet modeling, and automation
Strong experience with Power Query (Excel or Power BI) and working knowledge of Power BI, including building data models and preparing data for reporting
Must have an understanding of accounting and financial data, including how P&L, balance sheets, and financial statements interrelate
Experience cleaning, transforming, and structuring real-world (often messy) financial data
Ability to independently evaluate data structures and propose better solutions
Google Apps Script or JavaScript
API integrations and data connectivity
Benefits
W2 Position with employee health, dental and vision insurance
401K match
Quarterly stipend towards educational or professional development
Technology stipend
Paid sick time, holiday time & volunteer time
Bonus/commission eligibility
Mentoring opportunities
Company
Ascent CFO Solutions
Ascent CFO Solutions is a Fractional CFO firm providing finance and accounting services to high-growth start-ups and scale-ups.
Funding
Current Stage
Early StageRecent News
2024-10-27
Company data provided by crunchbase