Finance Transformation Consultant

Role Objective

Work closely with CFOs, Finance Directors, Controllers and finance teams to understand their business processes, operational challenges and transformation priorities, and translate those requirements into practical technology and consulting solutions.

The role will focus on identifying opportunities across Alteryx, finance automation, data & analytics, AI, ERP/EPM and other digital transformation solutions, and converting business problems into qualified consulting and solution opportunities.

Key Responsibilities

1. CFO & Finance Stakeholder Engagement

• Engage with CFOs, Finance Directors, Controllers and finance teams.
• Understand finance processes, pain points, priorities and transformation initiatives.
• Conduct discovery workshops and stakeholder discussions.
• Build trusted relationships with finance leadership.

2. Finance Process Analysis

• Understand processes such as:
• • Month-end / year-end close
  • Management reporting
  • Reconciliations
  • Financial consolidation
  • FP&A
  • Budgeting and forecasting
  • Accounts Payable / Receivable
  • Data preparation and reporting
  • Audit and compliance
• Identify manual, repetitive, Excel-heavy and error-prone processes.
• Map AS-IS and TO-BE processes.

3. Solution & Opportunity Identification

• Identify where Alteryx, automation, AI, data platforms and other solutions can improve finance processes.
• Develop business cases around efficiency, control, accuracy and productivity.
• Identify cross-sell and transformation opportunities across the CFO organization.
• Translate business pain points into clearly defined solution opportunities.

4. Alteryx & Automation Consulting

• Understand Alteryx capabilities and identify relevant use cases.
• Position Alteryx alongside automation, data and AI solutions where appropriate.
• Identify opportunities for workflow automation, data preparation, reconciliation, reporting and analytics.
• Work with technical/solution teams to validate feasibility.

5. Solution Consulting & Presales

• Convert discovery findings into solution concepts.
• Prepare solution presentations, proposals and SOW inputs.
• Define scope, deliverables, assumptions and business outcomes.
• Support commercial discussions and client presentations.
• Coordinate with Solution Architects and technical teams.

6. Opportunity Management

• Maintain a pipeline of finance transformation opportunities.
• Qualify opportunities based on business need, urgency, budget and potential value.
• Work closely with Sales & Commercial to progress opportunities.
• Ensure opportunities are properly documented in CRM.
• Support conversion from discovery → proposal → closure.

7. Delivery Handover

• Ensure the delivery team receives clear business requirements, process maps, use cases and expected outcomes.
• Participate in solution handover and client workshops where required.
• Support UAT and client adoption for strategic engagements.

Ideal Candidate

• 4–8 years of experience in Finance Transformation, Finance Consulting, Business Analysis, Solution Consulting or Technology Consulting.
• Strong understanding of CFO/Finance processes.
• Experience working with senior finance stakeholders.
• Strong analytical and problem-solving skills.
• Comfortable identifying business problems and translating them into technology solutions.
• Understanding of Alteryx, automation, data analytics, AI or similar technologies is highly preferred.
• Strong presentation, communication and stakeholder-management skills.
• Commercially aware and comfortable supporting presales.
• Ability to work independently in a growing consulting organization.

Success Measures

• Number and quality of CFO/Finance opportunities identified.
• Qualified Alteryx and transformation pipeline generated.
• Conversion of discovery opportunities into proposals and projects.
• Client engagement and stakeholder satisfaction.
• Quality of business/solution discovery.
• Revenue generated from finance transformation opportunities.
• Expansion of existing client relationships.