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 create, develop, and implement processes and tools that enhance data utilization for business objectives, while also managing client projects and driving business development efforts.

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 CPA/Finance and technical background in building client solutions to address client's business needs using data analytics tools
• Requisite working knowledge gained through professional working experience on data analytics projects
• 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
• Data & Analytics Educational backgrounds in quantitative fields like Accounting/Finance, Information Systems, Statistics, Computer Science, desired, but not required
• Bachelor's degree is required
• 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.)
• CPA preferred
• Programming (e.g., SQL, Java, Python, R)
• RDMS (relational database management systems)
• Exposure to data platforms (e.g., Snowflake, Databricks)
• Data Engineering
• ETL Automation: Alteryx, Power Query
• Visualization: MSFT PowerBI / Tableau
• Code Based Languages: Python (R *acceptable but not preferred*)
• Data Query: SQL (T-SQL) / (mySQL *acceptable but not preferred*)
• Relational Data: Understanding of Database syntax (Table Structure, Joins, Filters)

Company Overview