[Remote] Office of Finance Consultant
Note: The job is a remote job and is open to candidates in USA. Capitalize Analytics is a rapidly growing consulting firm that offers a supportive, community-focused culture. As an Office of Finance Consultant, you will work in a client-facing role, leveraging technologies to help clients make informed decisions and improve their processes through data analytics and software implementation.
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
Skills
- 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
- Certified Public Accountant (CPA) license preferred
Company Overview