Sr Financial Data Automation & Analytics Engi

Cardone Enterprises Inc•Aventura, FL

14h

About The Position

CTTI is seeking a hands-on, outcome-oriented professional to design, build, and maintain automated Finance data workflows using Alteryx. This role is critical to reducing manual Finance processes, improving data accuracy, and enabling scalable, audit-ready analytics across the organization. The role sits at the intersection of Finance, Systems, and Analytics, owning automation pipelines that connect NetSuite (ERP), HubSpot (CRM), and Google Workspace Enterprise analytics platforms, with a forward-looking path to Power BI. CORE OBJECTIVE ELIMINATE SPREADSHEET-DRIVEN AND ERROR-PRONE FINANCE WORKFLOWS BY AUTOMATING INGESTION, RECONCILIATION, TRANSFORMATION, AND REPORTING ACROSS ENTERPRISE SYSTEMS—WHILE ESTABLISHING A GOVERNED ANALYTICS FOUNDATION THAT SCALES FROM GOOGLE-NATIVE TOOLING TO POWER BI.

Requirements

Advanced hands-on experience with Alteryx Designer, including: Advanced tools Macros Analytic Apps
Strong SQL skills with experience querying large relational and analytical datasets
Experience integrating with cloud data platforms, preferably BigQuery
Strong understanding of data modeling, data quality, and governance principles, especially for financial data
Experience working with ERP and CRM platforms, preferably NetSuite and HubSpot
Familiarity with Looker / Looker Studio, data visualization best practices, and semantic modeling
Proven ability to own solutions end-to-end, from requirements through production
Comfortable operating in a fast-paced, SaaS-heavy environment with evolving priorities
Strong bias toward automation, simplification, and long-term scalability

Nice To Haves

Exposure to Power BI or enterprise BI migrations strongly preferred

Responsibilities

Design, build, and maintain Alteryx workflows supporting Finance reporting, analytics, and operational decision-making.
Automate recurring Finance reports, management reporting, and scheduled data pipelines
Develop reusable Alteryx macros, analytic apps, and standardized components to reduce duplication and technical debt.
Integrate and reconcile data across core business systems, including: NetSuite (ERP) – GL, AR/AP, revenue, expenses, budgeting HubSpot (CRM) – pipeline, bookings, revenue attribution, customer lifecycle Google Workspace Enterprise ecosystem, including: BigQuery is the centralized analytical data store. Looker / Looker Studio for governed, role-based reporting and visualization Precog for managed data ingestion and Finance-grade synchronization
Build Finance-ready data models that support cross-system reconciliation (CRM ↔ ERP ↔ Analytics)
Support Finance and leadership reporting via Looker and Looker Studio using curated, trusted datasets.
Partner with IT and Finance leadership to design a deliberate migration and coexistence strategy toward Power BI, including: Preparing clean, well-modeled datasets suitable for Power BI consumption Ensuring consistency of metrics across Google-based analytics and Power BI Avoiding parallel metric definitions or reporting drift
Ensure accuracy, consistency, lineage, and auditability of Finance-related data outputs.
Implement validation checks, reconciliations, and exception handling within Alteryx workflows.
Support Finance in closing cycles, leadership reporting, and audit requirements with defensible data
Translate Finance and operational requirements into automated, production-ready solutions.
Reduce reliance on spreadsheets, manual exports, and one-off reporting processes.
Act as a trusted partner to Finance, Accounting, and IT on data feasibility and design decisions
Troubleshoot workflow failures, data anomalies, and performance bottlenecks
Document workflows, dependencies, and logic to support governance and continuity
Establish standards for naming, versioning, scheduling, access control, and reuse
Support production deployment, monitoring, and long-term maintainability