CDFI Data Analyst

Company: Aeris Insight

Location: Remote, All

Job Function: Accounting


Aeris is the leading expert in the financial and impact performance of community development financial institutions (CDFIs) and other private impact loan funds. These mission-driven financial institutions make loans and investments to generate deep social and environmental impact in communities. Drawing upon our in-depth knowledge, Aeris guides capital to good by providing indispensable tools and solutions to more than 200 corporate, government, and philanthropic CDFI investors and other stakeholders. Since 2004, Aeris® Ratings, analyses, and data have grown to cover more than 150 CDFIs managing more than $19 billion in loan capital.


Aeris Insight, Inc. seeks a qualified consultant to provide financial analysis and assist with data cleaning as Aeris expands and maintains our CDFI financial and portfolio performance database.




Responsibilities include, but are not limited to:

  • Review and proof internally-generated quarterly financial statements submitted by CDFIs, following up with the CDFI and Aeris staff to address potential errors and obtain missing metrics.
  • Spread audited financial statements for CDFIs into an Excel workbook for upload to the Aeris Cloud.
  • Set up new CDFIs for reporting to the Aeris Cloud

Work is managed and performed in in Excel and in the Aeris Cloud, Aeris’ proprietary online database, with key success measures being quality, quantity, accuracy, timeliness, and team work.


Candidates must have working knowledge of lending institution financial statements, particularly for nonprofits, and demonstrated capacity to interpret financial audit reports. Qualified consultants must also have excellent numeracy capabilities, written and verbal communication skills. Reliability and attention to detail are critical.

Compensation and Benefits

Aeris seeks to enter into a retainer agreement with a qualified consultant for up to 45 days of work in 2023. Work is seasonal with the peak period in February, May, August, and November. Training on how to interface with the Aeris Cloud will be provided.

Interested consultants should send resume and cover letter with hourly rate to:


How to Apply

Search: Data Contractor
Aeris Insight Inc.