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Numeriq seeks a Finance Data Analyst to bridge finance and data. You’ll extract data from ERP, billing, CRM and banks, build clean datasets and reconcile to the trial balance. You’ll deliver monthly packs, forecast forward from actuals and craft concise explanations with initial recommendations.
Engagement is contract, hybrid, with a fixed monthly fee against deliverables. Starts with a paid trial task and a one-month pilot. Strong SQL, Excel and data modeling are required.
We work with companies on finance data models, planning and reporting. Engagements run from structuring and connecting financial data through to forecasting, reporting and decision support.
You'll work directly with me on supporting client delivery.
Role Description
The Finance Data Analyst sits between finance and data. You're either a data person with real finance knowledge, or a finance person with real data skills. One without the other won't work here.
You'll pull financial and operational data out of client ERP, billing, CRM and bank systems and automate it where possible. You'll build clean datasets, join ledger data to operational drivers, and maintain account and entity mappings. You'll reconcile to the trial balance and bank, and build checks that catch duplicates, FX issues, intercompany mismatches and missing periods before anyone else sees them.
From there you'll deliver monthly reporting packs and consolidations, roll forecasts forward off actuals, keep cash and working capital views current, and explain what moved with a first-draft recommendation attached. Recurring work becomes templates so the next engagement is faster.
Model logic, client relationships and final decisions stay with the founder.
Qualifications
Required:
Nice to have: dbt, Python, APIs, Power BI, multi-entity groups.
Not required: cloud infrastructure, orchestration, CI/CD. Build and maintain a pipeline, not architect a platform.
Engagement
Contract, hybrid. Fixed monthly fee against agreed deliverables, released on review. Starts with a paid trial task and a one-month pilot.