Business Insights Analyst (1099)

About this role

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: RemoteSummary 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 (such as department, GL account, date, client, project, and sales executive) and facts (such as hours, quantities, and dollar amounts) that each report will use. Document the definitions so that everyone reads the numbers the same way.

• Extract data from source systems and organize it into clean, structured Excel datasets that refresh reliably and feed pivot tables, so that reporting no longer depends on manual rework or one-time extracts.

• Build and maintain pivot tables that let leadership analyze results by period, department, client, person, and other dimensions without requesting a new report each time.

• Document data sources, refresh steps, formulas, and report logic so that reporting can be maintained and, if needed, handed to someone else.

• Validate reports against source totals before they are shared, and note any differences, assumptions, or data limitations.

Payroll Reporting

• Extract payroll data from the payroll provider's reports, including the payroll register, into a structured format, and build and maintain a payroll compendium that leadership can analyze year to date and by pay period.

• Report gross pay, net pay, and earnings types (regular earnings, bonus, commission, incentive, and other) by employee, department, and period, and reconcile totals to the payroll provider's company-level summary.

• Support compensation and cost analysis requested by leadership, handling the data with strict confidentiality.

Finance Reporting

• Convert accounting data and projections from the outsourced accounting team into pivot-ready form, and build finance reports such as profit and loss by period, expense by function, and actual versus projected results.

• Build and maintain expense and projection models that separate fixed and variable costs by function, and update them as periods close.

• Support the periodic forecasting process by assembling revenue and cost views from Projector and accounting data, comparing forecast to actual, and explaining variances.

• Identify cost, margin, and cash trends and bring them to leadership's attention with a view of what is driving them.

Sales and Lead Reporting (Salesforce)

• Build and maintain Salesforce reports and extracts covering leads, MQLs, SALs, and SQLs, conversion by lead source and type, and the history of lead assignments by sales executive.

• Report bookings by period, client, and sales executive, separating new logos, follow-on work, and change orders, and track average deal size and win rates over time.

• Report pipeline by stage and expected close period, and highlight data gaps (such as missing stages, dates, or sources) to Revenue Strategy and Operations so that records are corrected.

• Support Salesforce data cleanup so that reports are based on complete, consistent records.

Projector PSA Reporting

• Build reports and extracts from Projector PSA on revenue by client, project, resource, and week or period; hours; budgets versus actuals; utilization; and project stage and pipeline category.

• Maintain the Excel workbooks that use Projector data, including revenue forecasts and by-client views, keep their pivot tables and totals accurate, and investigate unexpected changes.

• Work with Revenue Strategy and Operations and Service Delivery leadership to understand how projects are set up and scheduled in Projector so that reports reflect how the business actually works.

Analysis and Communication

• Analyze trends and explain their drivers, such as changes in lead volume and conversion, average deal size, follow-on work, utilization, margin, and cost.

• Summarize findings in clear written notes and simple visuals that a business leader can read quickly, and answer follow-up questions.

• Use AI tools approved by Ultra, such as Microsoft Copilot, to speed up analysis where appropriate, and verify the results before sharing them.

• Respond to ad hoc requests, meet reporting deadlines tied to the company's weekly and period cycles, and tell leadership early when data is late, incomplete, or unreliable.

Reporting Scope
The analyst owns the accuracy, documentation, and usability of the reports and datasets assigned to the role. Source systems remain with their business owners: Revenue Strategy and Operations for Salesforce data and sales reporting definitions, Revenue Strategy and Operations and Service Delivery leadership for Projector PSA, the outsourced accounting team for accounting records, and Ultra's HR and operations team for…