‹ Back
Financial Data Analyst & Development Operations Programmer
JOB SUMMARY
Roles
Job details
Position: Financial Data Analyst Development Operations ProgrammerOverviewAt Ascent CFO Solutions, we are a leading Fractional CFO services firm dedicated to providing strategic financial leadership and insights for scaling companies.
Our mission
is to empower businesses to achieve financial clarity and sustainable growth.
We’re looking for a top-notch Financial Data Analyst + Development Operations Programmer who understands finance and can design, structure, and automate data in ways that are genuinely useful for clients and internal teams.
This role blends financial analysis with data architecture and the design and development of scalable systems.
This role is split between direct client work with Ascent CFO Solutions clients and internal development for the organization.
You’ll partner with smaller, growing clients—many of whom are encountering formal data architecture for the first time—to clean, structure, and model financial data, helping them build practical, scalable foundations.
The remainder of your time will be spent developing and improving internal systems, tools, and automations.
This is a hands-on role for someone who is curious, systems-oriented, and comfortable teaching themselves new tools as needed. Core ResponsibilitiesClient Financial Data Analytics (≈45%)Work directly with clients to assess, restructure, and improve financial data to redesign them into intuitive, usable, and effective solutionsPerform FP A-style analysis using Excel, Google Sheets, and Power QueryBuild 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 analysisApply strong accounting knowledge to ensure data aligns correctly across P L statements, balance sheets and cash flow modelsInternal Development Dev Operations (≈45%)Design and build internal tools and systems to support client delivery and internal workflowsDevelop and maintain spreadsheet-based systems with advanced logic and automationWrite and maintain Google Apps Script Build and support API-based integrations and data connectionsAutomate data flows between systems and spreadsheetsIntegrate and experiment with AI tools (including Gemini) to improve efficiency and toolingUtilize AI tools (including Gemini) where helpful to accelerate development, but understand the underlying logic well enough to troubleshoot and extend itPower BI Development (≈10%)Serve as a Power BI developer supporting client reporting needsHelp 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 sourcesDesign and maintain clear, logical Power BI data models that reflect underlying financial realitiesIdeal SkillsetAdvanced Exceland 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 dataAbility to independently evaluate data structures and propose better solutionsGoogle Apps Script or JavaScriptAPI integrations and data connectivity
Location
: This is a fully remote positionCompensation: $125k-$150k plus bonus potentialWhy Our Employees Choose Ascent CFO Solutions:2-Time Winner of Inc. 5000 Fastest-Growing Companies nationwide4-Time Winner of Built In's Best Places to WorkSet your own schedule, choose the number of hours you want to work, generally between 25-35+ hours/week, and work remotely (with in-person opportunities)Engage with a wide range of business matters across a variety of industriesConnect with highly talented Ascent team members (CFOs, VPs Finance, Controllers, Accounting Managers, and Senior Accountants) who are ready and willing to collaborate and support you on projectsBenefit from our strong 12+ year reputation in delivering custom engagements with a high level of accuracy, responsiveness, and expertiseWork directly with smart entrepreneurs and business leaders who view you as a trusted partner in their companies
Benefits
include:W2 Position with employee health, dental and vision insurance401K matchQuarterly stipend towards educational or professional developmentTechnology stipendPaid sick time, holiday time volunteer timeBonus/commission eligibilityMentoring opportunitiesAscent CFO Solutions is an Equal Opportunity Employer.
We respect and seek to empower each individual and support the diverse cultures, perspectives, skills, and experiences within our workforce.
Our mission
is to empower businesses to achieve financial clarity and sustainable growth.
We’re looking for a top-notch Financial Data Analyst + Development Operations Programmer who understands finance and can design, structure, and automate data in ways that are genuinely useful for clients and internal teams.
This role blends financial analysis with data architecture and the design and development of scalable systems.
This role is split between direct client work with Ascent CFO Solutions clients and internal development for the organization.
You’ll partner with smaller, growing clients—many of whom are encountering formal data architecture for the first time—to clean, structure, and model financial data, helping them build practical, scalable foundations.
The remainder of your time will be spent developing and improving internal systems, tools, and automations.
This is a hands-on role for someone who is curious, systems-oriented, and comfortable teaching themselves new tools as needed. Core ResponsibilitiesClient Financial Data Analytics (≈45%)Work directly with clients to assess, restructure, and improve financial data to redesign them into intuitive, usable, and effective solutionsPerform FP A-style analysis using Excel, Google Sheets, and Power QueryBuild 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 analysisApply strong accounting knowledge to ensure data aligns correctly across P L statements, balance sheets and cash flow modelsInternal Development Dev Operations (≈45%)Design and build internal tools and systems to support client delivery and internal workflowsDevelop and maintain spreadsheet-based systems with advanced logic and automationWrite and maintain Google Apps Script Build and support API-based integrations and data connectionsAutomate data flows between systems and spreadsheetsIntegrate and experiment with AI tools (including Gemini) to improve efficiency and toolingUtilize AI tools (including Gemini) where helpful to accelerate development, but understand the underlying logic well enough to troubleshoot and extend itPower BI Development (≈10%)Serve as a Power BI developer supporting client reporting needsHelp 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 sourcesDesign and maintain clear, logical Power BI data models that reflect underlying financial realitiesIdeal SkillsetAdvanced Exceland 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 dataAbility to independently evaluate data structures and propose better solutionsGoogle Apps Script or JavaScriptAPI integrations and data connectivity
Location
: This is a fully remote positionCompensation: $125k-$150k plus bonus potentialWhy Our Employees Choose Ascent CFO Solutions:2-Time Winner of Inc. 5000 Fastest-Growing Companies nationwide4-Time Winner of Built In's Best Places to WorkSet your own schedule, choose the number of hours you want to work, generally between 25-35+ hours/week, and work remotely (with in-person opportunities)Engage with a wide range of business matters across a variety of industriesConnect with highly talented Ascent team members (CFOs, VPs Finance, Controllers, Accounting Managers, and Senior Accountants) who are ready and willing to collaborate and support you on projectsBenefit from our strong 12+ year reputation in delivering custom engagements with a high level of accuracy, responsiveness, and expertiseWork directly with smart entrepreneurs and business leaders who view you as a trusted partner in their companies
Benefits
include:W2 Position with employee health, dental and vision insurance401K matchQuarterly stipend towards educational or professional developmentTechnology stipendPaid sick time, holiday time volunteer timeBonus/commission eligibilityMentoring opportunitiesAscent CFO Solutions is an Equal Opportunity Employer.
We respect and seek to empower each individual and support the diverse cultures, perspectives, skills, and experiences within our workforce.
Discover the company
Explore other offers from this company or learn more about Ascent CFO Solutions.
The company
A
Ascent CFO Solutions United States




