Finance Data Specialist

Independent Contractor: Financial Data & Spreadsheet Optimization Specialist (Part-Time) This is a part-time, temporary contract role without benefits. Engagement Details • Type: Independent Contractor (project-based) • Estimated Hours: 20–30 hours total • Timeline: Start date of May 4, 2026. End date of June with possibility of additional project work • Location: Remote • Reporting to: Director, Financial Planning & Analysis We are seeking a detail-oriented independent contractor to support our Financial Planning & Analysis function on a short-term, part-time basis. This role will focus on organizing, cleaning, and standardizing a set of approximately 5 spreadsheets that contain 5-10 tab pages, which the business relies on to complete efficient scenario planning. This is a project-based engagement ideal for someone with strong Excel expertise and experience working with financial data structures. Scope of Work The contractor will receive direction from the Director, FP&A to: • Review and assess a series of existing spreadsheets used for budgeting, forecasting, and scenario modeling. • Clean and standardize data across files (e.g., formatting, naming conventions, version control, formula consistency) • Identify and resolve errors, inconsistencies, and redundancies and sunset data from historical years and add in modeling for out years. • Rebuild or streamline spreadsheet structures where needed to improve usability and integrity • Ensure formulas, links, and dependencies are accurate and functioning properly • Align spreadsheets to support scenario planning (e.g., consistent inputs, assumptions, and outputs) • Create clear documentation for each file (structure, key formulas, inputs/outputs, update instructions) • Recommend best practices for ongoing maintenance and future scalability Deliverables • Cleaned and fully functional versions of all assigned spreadsheets • Standardized structure and formatting across files • Documented assumptions, logic, and update processes • Summary of key improvements and any remaining risks or limitations Qualifications • Advanced proficiency in Microsoft Excel required • Strong experience working with financial models, budgets, or forecasting tools • Ability to audit, debug, and rebuild complex spreadsheets • High attention to detail and data accuracy • Experience creating clear documentation for non-technical users • Strong communication skills and ability to work independently Success Criteria • Spreadsheets are accurate, easy to navigate, and ready for scenario planning use • Financial inputs and outputs are clearly defined and consistent across files • Internal team can confidently maintain and update files post-engagement