Office of Finance Consultant
Please mention DailyRemote when applying
AI Summary
The consultant will engage in a client-facing role, utilizing technology to assist clients in making better-informed decisions across various projects. Responsibilities include understanding client needs, developing tailored solutions, preparing presentations, and collaborating with internal sales and delivery teams.
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
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