What are the responsibilities and job description for the Contract Data & BI Analyst, Quickbooks Online Integrations + Financial Reporting position at Equal Parts?
$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.
- 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
- Contract Duration: 4–8 weeks
- Location: Remote (US preferred)
- Start Date: Immediate
- Time Commitment: ~20 hrs/week
- Comp: $75/hr or project-based preferred
- 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
Salary : $8 - $75