Managing Director

CFGI is seeking an experienced data-driven team member to join the Data & Analytics team in Business Transformation as a Managing Director. As a member of the team, you will be collaborating with clients by creating, developing, designing, and implementing processes and tools that will change how our clients use their most powerful resource – data. The Data & Analytics team helps clients define data strategies, build automation processes, and develop visualizations + predictive analytics tools to deliver impactful solutions and help our clients achieve business objectives using a data driven approach.

 

You will be responsible for managing various client projects, communicating business objectives to cross-functional stakeholders and providing input on both business process operations and data analytics tool specifications. You will be expected to work independently yet collaboratively with key stakeholders across a client’s organization to oversee projects and drive transformation. Additional responsibilities include tasks specific to scope development, budget creation and monitoring, as well as the development of internal tools and templates to help drive team development.

 

In addition to client delivery, the Managing Director will play a key role in business development by identifying new opportunities, creating proposals, and cultivating prospective client relationships to expand CFGI’s Data & Analytics footprint.

 

An effective team member can incorporate a strong CPA/Finance and technical background in building client solutions to address client’s business needs using data analytics tools. The team is tool agnostic in building a customized solution for our clients and uses various tools such as Python or Alteryx for data business process automation and PowerBI or Tableau for dashboarding. Effective communication and organizational skills will be imperative to your success in this role. Requisite working knowledge gained through professional working experience on data analytics projects is foundational to successfully initiate, plan, execute, monitor, control, and close projects.

 

Roles & Responsibilities:

 

·       Lead client engagements by translating complex data into actionable insights that drive strategic decision-making and measurable business outcomes.

·       Design, execute, and oversee the transformation and analysis of large structured and unstructured / quantitative and qualitative datasets, applying advanced analytics techniques to uncover trends and opportunities.

·       Strong problem-solving skills with ability to work independently, owning and driving projects from requirements through execution by implementing various data analytics solutions.

·       Work closely with stakeholders to understand their business needs, developing and maintaining strong internal and client relationships to manage cross-functional projects/initiatives.

·       Experience in project management in cross-functional engagements including accounting/finance, FP&A, modeling, and/or tech implementation.

·       Mentor and develop team members, promoting continuous learning and adoption of emerging technologies and methodologies.

·       Play an active role in the firm’s recruiting efforts and client relationship building.

·       Drive business development by identifying client needs, creating proposals, and developing relationships that expand CFGI’s Data & Analytics service offerings.

·       Must be able to effectively communicate complex, technical topics to a novice, non-technical audience with a passion for collaboration, learning new technologies, and client success.

·       Experience working with clients in a consulting capacity is preferred.

 

 

Competencies:

 

·       Alteryx

·       Power Automate

·       PowerBI

·       Data Architecture

·       Data Modeling / Analytics

·       Strong Excel skills

·       Finance/Accounting background

·       Data Science

·       Data Visualization

·       Solution Architecture

·       Workflow Automation

 

 

·       CPA preferred

·       Programming (e.g., SQL, Java, Python, R)

·       RDMS (relational database management systems)

·       Exposure to data platforms (e.g., Snowflake, Databricks)

·       Data Engineering

 

Qualifications & Capabilities:

 

We would like individuals to have a balanced breakdown of the following skills:

 

1)     Must have – The candidate should have strong Soft Skills and General Areas of Technical Competence, as this is the backbone of the candidate’s day to day work at CFGI BT.

2)     A ‘Major’ concentration – At least one technical skill that the user is Certified in and has been using on a consistent basis for 6+ years; Considers themselves near ‘fluent’ or ‘super-user’.

3)   A Minor’ concentrations – At least 2+ technical skills that the individual has at the very least.

 

 

·       Data & Analytics Educational backgrounds in quantitative fields like Accounting/Finance, Information Systems, Statistics, Computer Science, desired, but not required. Bachelor’s degree is required, however.

·       Analytics background & experience (audit or consulting).

·       Client facing experience – Speaking and presenting to stakeholders.

·       Working in team environments.

·       Managing personal workflow and supervising engagements.

·       Ability to research and generate ad-hoc solutions to problems.

·       Strong Excel skills – Using formulas (VLOOKUP, SUMIF, IF statements, INDEX/MATCH etc.).

·       ETL Automation: Alteryx, Power Query

·       Visualization: MSFT PowerBI / Tableau

·       Code Based Languages: Python (R acceptable but not preferred)

·       Data Query: SQL (T-SQL) / (mySQL acceptable but not preferred)

·       Relational Data: Understanding of Database syntax (Table Structure, Joins, Filters)