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Contract Data & BI Analyst, Quickbooks Online Integrations + Financial Reporting

Equal Parts · Austin, United States Of America · Remote

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Description

$75/hr • 4-8 week Contract
US Prefered • Remote • Experienced Financial Data Analyst


Equal Parts is a fast-growing, tech-enabled insurance brokerage and acquisition platform based in Austin, TX. We’re building the next-generation infrastructure for independent agencies across the country - combining human expertise with modern data, AI, and operational systems.

As we scale, we’re standing up a unified financial reporting engine that powers decision-making across organic growth, acquisitions, and multi-entity accounting. We’re looking for a contract Data/BI Analyst to help us build that foundation.

The Engagement (4–8 Weeks)

We are seeking an experienced Data Analyst / BI Developer who has hands-on experience working with QuickBooks Online (QBO) data - either through native BI connectors or by connecting through QBO APIs - and who can design clean, user-friendly views on financial data that support leaders across Finance, Operations, and M&A.

This is a project-based contract ideal for someone who can quickly understand complex financial structure and deliver high-quality dashboards with minimal oversight.

Responsibilities

  • Connect to QuickBooks Online (API or native BI connector) and build a stable data ingestion pipeline
  • Model and clean financial datasets including:
    • Multi-entity expense allocation
    • Cost centers, operating expenses, shared services expense distribution
    • Acquired agency performance + historic financials
  • Build user-facing dashboards showing multi-entity P&L trends
  • Stand up filterable views by agency and region (with user-based access control)
  • Create lightweight documentation for ongoing dashboard maintenance

Engagement Details

  • Contract Duration: 4–8 weeks
  • Location: Remote (US preferred)
  • Start Date: Immediate
  • Time Commitment: ~20+ hrs/week
  • Comp: $75/hr or project-based preferred

Requirements

  • Strong BI, ETL, SQL + data modeling fundamentals
  • Direct experience connecting QuickBooks Online to a BI tool (connector or API)
  • Strong Experience with multi-entity accounting / financial reporting
  • Experience with Tableau, Power BI, Metabase, Looker Studio, or similar
  • Bonus: experience in insurance / financial services