Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Office of Finance Consultant

Capitalize Analytics

Office Of Finance Consultant

We're searching for people who are passionate about technology, data, collaboration, and learning!

Capitalize is a well-established consulting firm that is rapidly growing. We offer the opportunity to work with other talented individuals in a supportive, community-focused culture. By joining our team, you will be given opportunities to solve unique challenges and be a part of something very exciting as you grow your career!

We have hub cities in Houston, Dallas, Denver & Chicago. However, we also operate under the "work from home" concept. This allows us to have a fluid, non-traditional and relaxed culture while still having avenues in place to collaborate as a team. We accept candidates from across the United States!

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.

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

Qualifications:

  • 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
  • Certified Public Accountant (CPA) license preferred
  • 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

Capitalize Analytics
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Office of Finance Consultant in Dallas, TX vacancy
  • $95k - $110k

     ...Job Description Job Description Consultant – Accounting Advisory  Our consultants work...  ....  ·       Enjoy the flexibility of office/remote/client site work locations (engagement...  ...accounting and/or industry accounting/finance with a minimum of two years at a Big 4... 
    Work at office
    Remote work

    CFGI

    Dallas, TX
    18 days ago
  •  ...eligibility for government funding, program funding, public funding or patient assistance programs in a physician or hospital business office setting. Equivalent Education and/or Experience ~ May have an equivalent combination of education and/or experience in lieu... 
    Work at office

    Parkland Health and Hospital System

    Dallas, TX
    2 days ago
  •  ...Job Overview A law firm seeks a Corporate Finance Associate to join its Dallas office. The ideal candidate will have 3 to 5 years of finance experience, stellar academic credentials, and comparable law firm experience. Admission to the bar and good standing in the state... 
    Work at office

    BCG Attorney Search

    Dallas, TX
    3 days ago
  • $10k

     ...required. Now is your opportunity to use your finance experience to better the investment...  ...unparalleled service A thoughtful consultative approach with an emphasis on client focus...  ...child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance... 
    Work at office
    Work experience placement
    Work from home

    Fisher Investments Careers

    Dallas, TX
    11 days ago
  • $10k

     ..., Fisher Investments offers an elevated finance and capital markets education program building...  ...support once you start) A thoughtful consultative approach with an emphasis on client...  ...child, adult, and elder care This is an in-office role. Based on your role, tenure, and... 
    Work at office
    Work from home

    Fisher Investments

    Dallas, TX
    6 days ago
  •  ...to work in a high volume, stressful and noisy environment * Schedules are prepared based on business need and subject to change at any time * Operate a computer and other office machinery * Ability to lift up to 50 lbs. FNBT is an equal opportunity employer.... 
    Work at office

    First National Bank Texas

    Dallas, TX
    5 days ago
  •  ...Dallas | Hybrid Debt Finance Associate Attorney AmLaw 50 Opportunity A leading national law firm is seeking a Debt Finance Associate Attorney to join its growing Dallas office. This opportunity is ideal for an attorney interested in representing private equity sponsors... 
    Work at office

    Aligned Talent Acquisition

    Dallas, TX
    3 days ago
  •  ...solutions that span across the customer's lifecycle by utilizing our consultative sales and service process. Responsible and accountable for...  ...Mortgage Licensing System (NMLS). Working Conditions Normal office environment. Extending viewing of computer screens. Personal... 
    Work at office

    Fifth Third Bank, N.A.

    Dallas, TX
    3 days ago
  • $10k

     ...Advisor. Now is your opportunity to use your finance experience to better the investment...  ...equivalent work experience * A thoughtful consultative approach with an emphasis on client...  ..., adult, and elder care * This is an in-office role. Based on your role, tenure, and performance... 
    Work at office
    Work experience placement
    Work from home

    Fisher Investments

    Dallas, TX
    8 days ago
  • $260k

     ...LEVERAGED FINANCE - ASSOCIATE ATTORNEY Our client, a global AmLaw 50 law firm, with a top-ranked Global Finance practice, is seeking a talented Associate Attorney to join its Leveraged Finance team. This is an exceptional opportunity to work within a sophisticated, deal... 
    Work at office
    Relocation package

    Step Up Recruiting

    Dallas, TX
    2 days ago
  •  ...seeking a high‑potential, early‑career professional to join the Finance track of our Rotational Development Program based in Dallas,...  ...through good written and verbal communication. Work Conditions Office based with up to 20% travel by land or air. Benefits Medical Insurance... 
    Work at office
    Rotational program
    Internship

    HF Sinclair

    Dallas, TX
    2 days ago
  • $20.67 per hour

     ...for an employer that will inspire you and support your career in finance? Your search is over... WaFd Bank is hiring a Personal Banker....  ..., refer to partners to help meet additional needs. Make out-of-office business development calls to businesses, community... 
    Work at office

    WaFd Bank

    Dallas, TX
    2 days ago
  •  ...better for everyone. Job Description Sr. Business Process Consultant, ServiceNow Finance & Procurement (Source-to-Pay) Solutions The Role A Business...  ...trust. Work personas (flexible, remote, or required in office) are categories that are assigned to ServiceNow employees... 
    Work at office
    Contract work
    Remote work
    Flexible hours

    Centaur Labs

    Addison, TX
    3 days ago
  •  ...solutions that span across the customer's lifecycle by utilizing our consultative sales and service process. Responsible and accountable for...  ...for employment in this position WORKING CONDITIONS: Normal office environment Extended viewing of computer screens Periodic travel... 
    Work at office

    Fifth Third Bank, N.A.

    Dallas, TX
    3 days ago
  •  ...appropriate referrals. Basic Qualifications Master's degree in finance, accounting or other related field 10 or more years of commercial...  ...offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work... 
    Work at office
    Temporary work
    Local area
    Remote work
    Flexible hours
    3 days per week

    U.S. Bank

    Dallas, TX
    2 days ago
  •  ...Rotational Development Program Associate - Finance HF Sinclair is seeking a high-potential, early career professional to join the...  ...through good written and verbal communication. Work Conditions Office based with up to 20% travel by land or air. Benefits HF Sinclair... 
    Work at office
    Rotational program
    Internship

    HollyFrontier Corporation

    Dallas, TX
    3 days ago
  • $62.8k - $103.4k

     ...presentations, project forecasting, and the consulting operating rhythm Qualifications:...  ...with Dayforce ~ Microsoft Office 365, Excel (including basic formulas and...  ...Qualifications Bachelor's in Accounting, Finance or related field Prior experience working... 
    Work at office
    Full time
    Work experience placement
    Internship
    Local area

    RSM

    Dallas, TX
    6 days ago
  •  ...within PNC's retail organization, you will be based in MESQUITE, TX, at the Mesquite branch. Bilingual, Spanish preferred. PNC is an in‑office company that fosters a collaborative and supportive culture where employees can thrive. We encourage candidates to connect with... 
    Work at office
    Full time
    Temporary work
    Shift work

    PNC Financial Services Group

    Mesquite, TX
    5 days ago
  •  ...Job Description Job Description A Top 200 AmLaw firm seeks an associate to join their Finance Practice for their Dallas or Houston office. The ideal candidate must have at least 2 years of experience representing lenders or borrowers in commercial loans. Experience... 
    Work at office

    5 Legal

    Dallas, TX
    6 days ago
  •  ...Branch Banking organization, you will be based in Dallas, TX at the Camp Wisdom branch. Bilingual in Spanish preferred.PNC is an in-office company that fosters a collaborative and supportive culture where employees can thrive. We encourage candidates to connect with... 
    Work at office
    Full time
    Temporary work
    Part time
    Work experience placement
    Shift work

    PNC Financial Services Group

    Dallas, TX
    3 days ago
  •  ...Branch Banking organization, you will be based in Dallas, TX at the Camp Wisdom branch. Bilingual in Spanish preferred. PNC is an in‑office company that fosters a collaborative and supportive culture where employees can thrive. We encourage candidates to connect with... 
    Work at office
    Full time
    Temporary work
    Work experience placement
    Shift work

    Fairygodboss

    Dallas, TX
    1 day ago
  • $73.5k - $139.7k

     ...’s why there’s nowhere like RSM. RSM’s Finance as a Service (FaaS) practice is looking...  .... We provide accounting, technology and consulting services to private, lower middle market...  ...required Proficiency utilizing Microsoft Office (Word, Excel, Outlook, etc.). Strong... 
    Work at office
    Full time
    Work experience placement
    Internship
    Local area

    RSM

    Dallas, TX
    2 days ago
  • $96.88k - $127.15k

     ...Associate, Strategic Finance Hi, we're Oscar. We're hiring an Associate, Strategic Finance...  ...involve a hybrid presence at the hub office associated with your metro area. #LI-...  ...experience including experience in Healthcare, Consulting, Insurance or Financial Services ~2+... 
    Work at office
    Work experience placement
    Remote work

    Oscar Health

    Dallas, TX
    1 day ago
  •  ...responsibilities as assigned by the Director or Associate Director of Financial Aid. This position is based on campus in the Financial Aid Office, with regular hours from Monday to Friday, 8:00 AM to 5:00 PM. Occasional extended hours outside of the regular workweek may be... 
    Work at office
    Monday to Friday
    Flexible hours

    Dallas Baptist University

    Dallas, TX
    1 day ago
  •  ...career in financial services. No prior experience in insurance or finance is requiredjust a strong work ethic and a willingness to learn....  ...advance. Please note: This position requires occasional in-office presence. Candidates must be based in or near Dallas, TX.... 
    Work at office
    Remote work

    Texas National Financial Group

    Dallas, TX
    1 day ago
  •  ...required within 6 months). Bachelor's degree in human services, finance, counseling, or a related field (or equivalent experience)....  ...environment with 2 days working from home and 3 days working in the office and a combination of classroom instruction and workshops.... 
    Work at office
    Remote work
    Work from home

    Dallas Area Habitat for Humanity

    Dallas, TX
    1 day ago
  •  ...Computer Futures is a leading IT recruitment consultancy, specialising in placing IT experts in permanent and contract roles across Asia...  ...financially strong business we have grown organically from our first office in London in 1986, to 18 offices in Europe; including... 
    Work at office
    Permanent employment
    Contract work

    PSG Global Solutions

    Dallas, TX
    3 days ago
  •  ...Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs...  ...required for this position. Working Conditions Normal office environment with extended computer screen use. The program requires... 
    Work at office
    Work experience placement

    Fifth Third

    Dallas, TX
    3 days ago
  • $63.5k

     ...Strategy & Finance Healthcare Consulting Team The Strategy & Finance Healthcare Consulting team empowers healthcare leaders to deliver quality...  ...discipline Intermediate to Advanced skill sets in Microsoft Office products (Word, Excel and PowerPoint) Preferred... 
    Work at office
    Flexible hours
    Shift work

    FORVIS Mazars US

    Dallas, TX
    3 days ago
  • $90k - $105k

     ...actively participate on monthly review calls with VP Operations, Finance Lead and Group President Assemble presentations for...  ...improvement ~ Very proficient to expert level using Microsoft Office Suite (Excel, Word, PowerPoint) ~ Excellent communication skills... 
    Work at office
    Live out

    SCA Health

    Irving, TX
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Office of Finance Consultant. Be the first to apply!