Financial Reporting & Dashboard Automation Specialist (12-16 Week Contract)

About the role

The Financial Reporting & Dashboard Automation Specialist will take our vision for automated financial reporting and turn it into reality. You'll connect and clean data from multiple systems including QuickBooks, Salesforce, project management systems, and internal worksheets and build dynamic dashboards and reports that give our team clear, real-time financial visibility. We're looking to leverage Google Gemini's AI capabilities to surface smarter insights and reduce manual work.

Responsibilities

• Partner closely with the Finance and Operations team to understand reporting needs, and align on priorities
• Lead discovery sessions with stakeholders to map workflows and translate business requirements into technical solutions
• Audit, clean, and organize data from QuickBooks, Salesforce, and Excel/Google Sheets budget files — resolving inconsistencies, duplicates, and structural issues before they reach reports
• Architect and build automated, dynamic financial reports and dashboards in Power BI or other agreed upon data visualization tool
• Integrate Google Gemini to enhance reporting with capabilities such as natural language querying, anomaly detection, forecasting, and AI-generated financial summaries
• Ensure data accuracy, consistency, and refresh scheduling
• Document all workflows, data connections, data structures, and report logic in clear, maintainable reference materials
• Collaborate with Operations Manager to develop training materials and deliver hands-on training sessions for internal staff covering how to run, modify, and enhance reports and dashboards
• Coordinate with Operations Manager to complete a structured handoff to ensure the team is confident and self-sufficient after the engagement ends

Qualifications

• Experience building dynamic financial dashboards and reports in Power BI
• Hands-on expertise with Google Gemini and experience integrating Gemini APIs into data and reporting workflows
• Experience in system integrations specifically QuickBooks, Salesforce, and Asana
• Strong understanding of financial reporting concepts (P&L, cash flow, budget vs. actuals)
• Comfortable working directly with senior leadership and operations stakeholders to gather requirements and present solutions
• Experience creating end-user documentation and delivering training to non-technical staff
• Pristine communicator who can engage confidently with business and finance stakeholders
• Proven ability to work autonomously and deliver high-quality work with minimal oversight

Preferred Qualifications

• Experience with ETL tools or data pipeline automation (e.g., Fivetran, Zapier, Power Automate)
• Strong SQL skills for custom data transformations and data cleaning
• Familiarity with the broader Google Cloud AI ecosystem (Vertex AI, BigQuery)