Manage client data and analytics projects to design and implement data strategies, automation, visualizations, and predictive analytics. Translate data into actionable insights, lead cross-functional stakeholder engagement, scope and monitor budgets, and develop internal tools and templates. Apply finance/CPA knowledge where relevant and deliver client-facing presentations.
Data & Analytics – Consultant
CFGI, founded in 2000, is a dynamic and fast-growing financial consulting firm, serving as the trusted partner to CFOs and their organizations. We help clients tackle complex challenges across accounting, financial reporting, transactions, regulatory compliance, digital transformation, and data analytics. We blend deep technical expertise with a hands-on, entrepreneurial approach to help the world’s leading companies move forward with confidence. We are actively expanding our Data & Analytics practice and seeking early-career professionals with a passion for helping organizations transform data into actionable business insights.
We are seeking a motivated and detail-oriented Consultant to support data analytics, automation, and business transformation engagements for clients across a variety of industries. Consultants work closely with Managers, Senior Managers, Directors, clients, and cross-functional teams to design, develop, and implement data-driven solutions that improve business processes, reporting, and decision-making.
What you might expect:
- Support data analytics, automation, and business transformation engagements across a variety of industries.
- Develop data visualizations, dashboards, reports, and analytics solutions that translate financial and operational data into actionable insights for CFOs, finance leaders, and business stakeholders.
- Design and execute the transformation, cleansing, validation, and analysis of financial, operational, and transactional data to support reporting accuracy, process improvement, and business decision-making.
- Support workflow automation initiatives using low-code, no-code, and code-based technologies.
- Collaborate with client stakeholders to understand business requirements and develop data-driven solutions.
- Develop client-ready analyses, dashboards, presentations, and reporting materials.
- Participate in process improvement initiatives and implementation of automation and analytics solutions.
- Collaborate with CFGI professionals and client teams to deliver high-quality client service.
What you must have:
- 2-5 years of experience in data analytics, business intelligence, business transformation, finance transformation, data engineering, and/or analytics consulting.
- Experience developing dashboards, reports, automation solutions, or data analytics projects that support finance, accounting, FP&A, operational reporting, or executive decision-making using business intelligence and analytics tools.
- Experience analyzing finance and accounting data and supporting analytics, automation, reporting, or technology initiatives that improve financial decision-making, operational efficiency, reporting quality, and business performance within a consulting, professional services, finance, or corporate environment.
What sets you apart:
- Experience interpreting accounting, finance, FP&A, or operational business processes and translating business requirements into data models, analytics solutions, dashboards, or automation workflows.
- Experience with one or more data automation, ETL, or workflow automation technologies, such as Alteryx, Power Automate, or similar platforms.
- Experience with one or more data visualization platforms, such as Power BI, Tableau, or similar business intelligence tools.
- Experience programming with Python, SQL, R, or other analytics-focused programming languages.
- Experience working with relational databases, cloud data platforms, data engineering, data modeling, or solution architecture technologies such as Snowflake, Databricks, Azure, AWS, or similar platforms.
- Experience partnering with finance, accounting, FP&A, or business operations teams to develop data-driven business solutions.
Nice to have:
- Bachelor’s degree in Accounting, Finance, Information Systems, Computer Science, Statistics, Data Science, Engineering, or a related quantitative field.
- CPA or other relevant professional certification.
- Experience with predictive analytics, machine learning, artificial intelligence, or advanced analytics solutions.
- Experience managing large datasets, enterprise reporting environments, or digital transformation initiatives.
Who thrives here:
- Excellent interpersonal, written, and verbal communication skills with the ability to collaborate across client and engagement teams.
- Strong analytical and structured problem-solving abilities.
- Highly organized with the ability to manage multiple priorities and meet deadlines.
- Entrepreneurial, self-motivated, adaptable, ethical, and dependable.
- High energy with a commitment to delivering exceptional client service.
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