Office of Finance Consultant

Capitalize Consulting

$70K — $95K *
US-AnywhereRemote in United States
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in technology, business, accounting, or engineering (experience may substitute for education)
  • 2-3 years of experience, including 1 year in a consulting role
  • 1+ years of experience with Alteryx, Power BI, Tableau or similar tools
  • Preferred Certified Public Accountant (CPA) license
  • Strong knowledge of accounting functions, SQL, and databases
  • Experience in data modeling and development
  • Excellent presentation and interpersonal skills
  • Willingness to travel up to 20%

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
  • Work with delivery teams to ensure solution feasibility and smooth transition to implementation
  • Assist in creating proposals and statements of work for prospective clients

Benefits

  • Opportunity to work in a client-facing role with diverse projects
  • Chance to leverage cutting-edge technologies for client solutions
  • Collaborative work environment with internal teams
  • Professional development opportunities through training and certifications
  • Flexibility with travel requirements up to 20%
Full Job 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, 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

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