Business Insights Analyst (1099)

Department: Finance and Operations Engagement type: Independent contractor (1099), part-time, hourly Reports to: Chief of Staff, with priorities set by the CEO Work arrangement: Remote Summary of Role The Data and Reporting Analyst gives Ultra's leadership direct, reliable access to the numbers that run the business. The analyst turns payroll, accounting, Salesforce, and Projector PSA data into structured Excel datasets, pivot tables, and reports that leadership can use, refresh, and trust, replacing static snapshots and one-time extracts with live, documented reporting. This is an independent contractor (1099) engagement, with an initial build followed by ongoing maintenance and analysis. The analyst works with Ultra's leadership to decide what the business needs to see, defines the underlying structure (the dimensions, such as department, GL account, date, client, and sales executive, and the facts, such as hours, quantities, and dollar amounts), and builds reporting on top of it. Initial priorities are lead and bookings reporting from Salesforce, a payroll compendium built from payroll register data, and finance and forecast reporting that combines accounting data with Projector PSA data. The role requires comfort analyzing data, spotting what does not add up, and explaining what the numbers mean in plain language. Primary Responsibilities Data Foundation and Reporting Design Meet with leadership to understand the questions they need answered, and define the dimensions (su