Office of Finance Consultant

Capitalize Analytics

6h

About The Position

As an Office of Finance Consultant, you will be in a client-facing role, leveraging our technologies to help your client make better-informed decisions. You will work on projects ranging from data analytics and integration, report and dashboard building, process improvement, software selection, implementation, and client training.

Requirements

• Bachelor’s degree in technology, business, accounting or engineering (experience in lieu of education may be considered).
• 2-3 years’ experience with a minimum of 1 year in a consulting environment
• 1+ years Alteryx, Power BI, Tableau, or comparable software experience
• Strong accounting functions, SQL and database knowledge
• Experienced with data modeling and development
• Excellent presentation and interpersonal skills for engaging with clients
• Ability to travel up to 20%
• Candidates must be legally authorized to work in the United States without sponsorship

Nice To Haves

• Certified Public Accountant (CPA) license preferred

Responsibilities

• Collaborate with clients to understand their business processes and software needs
• Develop tailored solutions that align with client objectives
• Prepare and deliver presentations and demos to showcase capabilities
• Partner with internal sales teams to identify client needs and develop tailored proposals
• Collaborate with delivery teams to ensure the feasibility of solutions and a smooth transition from pre-sales to implementation
• Assist in creating proposals and statements of work for prospective clients

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 11-50 employees