Jobs · Finance

Office of Finance Consultant

Capitalize Analytics · United States · 4 wk ago
RemoteRemoteFinanceFull-time

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
  • Aid 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%

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