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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

Vacancy posted 5 days ago
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