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Mar 30, 2026

Office of Finance Consultant

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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 needs - Develop tailored solutions that align with client objectives - Prepare and deliver presentations and demos to showcase capabilities - Partner with internal sales teams to identify client needs and develop tailored proposals - Collaborate with delivery teams to ensure the feasibility of solutions and a smooth transition from pre-sales to implementation - Assist in creating proposals and statements of work for prospective clients Qualifications: - 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 environment - 1+ years Alteryx, Power BI, Tableau, or comparable software experience - Certified Public Accountant (CPA) license preferred - Strong accounting functions, SQL and database knowledge - Experienced with data modeling and development - Excellent presentation and interpersonal skills for engaging with clients - Ability to travel up to 20% Candidates must be legally authorized to work in the United States without sponsorship