Office of Finance Consultant at Capitalize Analytics | Torre

Office of Finance Consultant

You will empower clients to make informed decisions by transforming complex data into strategic insights.
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Freelance
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Remote (for United States residents)
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Emma of Torre.ai
10 days ago

Requirements and responsibilities


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 needsDevelop tailored solutions that align with client objectivesPrepare and deliver presentations and demos to showcase capabilitiesPartner with internal sales teams to identify client needs and develop tailored proposalsCollaborate with delivery teams to ensure the feasibility of solutions and a smooth transition from pre-sales to implementationAssist in creating proposals and statements of work for prospective clientsQualifications: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 environment1+ years Alteryx, Power BI, Tableau, or comparable software experienceCertified Public Accountant (CPA) license preferredStrong accounting functions, SQL and database knowledgeExperienced with data modeling and developmentExcellent presentation and interpersonal skills for engaging with clientsAbility to travel up to 20%Candidates must be legally authorized to work in the United States without sponsorship
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