Note: The job is a remote job and is open to candidates in USA. CFGI is seeking an experienced data-driven team member to join the Data & Analytics team in Business Transformation as a Managing Director. The role involves collaborating with clients to implement processes and tools that enhance their data utilization, managing client projects, and driving business development to expand CFGI’s Data & Analytics footprint.
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
- Strong Soft Skills and General Areas of Technical Competence
- 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'
- 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.)
- 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
- 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: Programming (e.g., SQL, Java, Python, R), RDMS (relational database management systems), Exposure to data platforms (e.g., Snowflake, Databricks), Data Engineering
- Experience working with clients in a consulting capacity is preferred
- CPA preferred
- R *acceptable but not preferred*
- MySQL *acceptable but not preferred*
Company Overview