Original listing text, shown exactly as published by the company.
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.
Skills
Competencies
- Alteryx
- Power Automate
- PowerBI
- Data Architecture
- Data Modeling / Analytics
- Strong Excel skills
- Finance/Accounting background
- Data Science
- Data Visualization
- Solution Architecture
- Workflow Automation
Ideal technical proficiencies
- 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.
Must Have (Core)
- 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.).
Major/Minor Competencies
- ETL Automation: Alteryx, Power Query
- Visualization: MSFT PowerBI / Tableau
- Code Based Languages: Python (R acceptable but not preferred)…
