Reporting to the Vice President of Finance and Operations, the Financial Reporting & Dashboard Automation Specialist will be an experienced, hands-on contractor who 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.

EXPERIENCE
This engagement requires a seasoned contractor who can take full ownership of the project lifecycle, leading planning, driving execution, and delivering a polished handoff that sets our team up for long-term success.

LOCATION
Remote

SALARY RANGE
$100hr- $120hr
The skills and experience of qualified candidates will determine the exact compensation for which this job is filled.

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
Proven ability to work autonomously and deliver high-quality work with minimal oversight
Polished communicator who can engage confidently with business and finance stakeholders

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

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
Design and implement a clean, reliable data structure that serves as the foundation for all reporting
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

ABOUT FINANCIAL HEALTH NETWORK

Make an impact in the financial lives of millions with our growing organization. The Financial Health Network is the leading authority on financial health. We envision a future where all people, especially those who are most vulnerable, have the day-to-day financial systems they need to be resilient and thrive. We are a trusted resource for business leaders, policymakers and innovators united in a mission to improve the financial health of their customers, employees and communities. Through groundbreaking research, advisory services, measurement tools, and opportunities for cross-sector collaboration, we advance awareness, understanding and proven best practices in support of improved financial health for all. With offices in Chicago and Washington, DC, Financial Health Network is a highly collaborative environment, seeking people who share our values.

At Financial Health Network our mission to improve financial health for all, especially the most vulnerable, can only be accomplished through a diverse population of employees at all levels who are representative of the many communities we seek to impact. We strive to recruit, hire, develop, empower, and retain talented individuals at all levels across various dimensions of diversity and intersectionality including, but not limited to, race, ethnicity, sexual orientation, gender identity, gender expression, religion, age, neurodiversity, disability status, veteran status, and citizenship. We welcome and need your unique voice and look forward to having you join our team!

We will provide equal employment opportunities to all applicants without regard to an applicant’s race, color, religion, sex, sexual orientation, gender identity or expression, gender, genetic information, uniformed service, national origin, age, veteran status, disability, pregnancy, or any other status protected by federal or state law. We will provide reasonable accommodations to allow an applicant to participate in the hiring process (e.g., accommodations for a job interview) if so requested.

TO APPLY

Our mission is very important to us, and we would like to know why you would like to be a part of the Financial Health Network. Please submit a compelling cover letter and resume with your application

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