[Hiring] Office of Finance Consultant @Capitalize Analytics

Role Description

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 and implementation
• Client training

Responsibilities include:

• 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