Data & Analytics – Consultant
CFGI, founded in 2000, is a dynamic and fast-growing financial consulting firm, serving as the trusted partner to CFOs and their organizations. We help clients tackle complex challenges across accounting, financial reporting, transactions, regulatory compliance, digital transformation, and data analytics. We blend deep technical expertise with a hands-on, entrepreneurial approach to help the world’s leading companies move forward with confidence. We are actively expanding our Data & Analytics practice and seeking early-career professionals with a passion for helping organizations transform data into actionable business insights.
We are seeking a motivated and detail-oriented Consultant to support data analytics, automation, and business transformation engagements for clients across a variety of industries. Consultants work closely with Managers, Senior Managers, Directors, clients, and cross-functional teams to design, develop, and implement data-driven solutions that improve business processes, reporting, and decision-making.
What you might expect:
- Support data analytics, automation, and business transformation engagements across a variety of industries.
- Develop data visualizations, dashboards, reports, and analytics solutions that provide actionable business insights.
- Design and execute the transformation, cleansing, and analysis of structured and unstructured data.
- Support workflow automation initiatives using low-code, no-code, and code-based technologies.
- Collaborate with client stakeholders to understand business requirements and develop data-driven solutions.
- Develop client-ready analyses, dashboards, presentations, and reporting materials.
- Participate in process improvement initiatives and implementation of automation and analytics solutions.
- Collaborate with CFGI professionals and client teams to deliver high-quality client service.
What you must have:
- 2+ years of experience in data analytics, business intelligence, business transformation, finance transformation, data engineering, and/or analytics consulting.
- Experience developing dashboards, reports, automation solutions, or data analytics projects using business intelligence, analytics, or automation tools.
- Experience supporting data, analytics, automation, or technology initiatives within a consulting, professional services, finance, or corporate environment.
What sets you apart:
- Experience with one or more data visualization platforms, such as Power BI, Tableau, or similar business intelligence tools.
- Experience with one or more data automation, ETL, or workflow automation technologies, such as Alteryx, Power Automate, or similar platforms.
- Experience programming with Python, SQL, R, or other analytics-focused programming languages.
- Experience working with relational databases, cloud data platforms, data engineering, data modeling, or solution architecture technologies such as Snowflake, Databricks, Azure, AWS, or similar platforms.
- Experience partnering with finance, accounting, FP&A, or business operations teams to develop data-driven business solutions.
Nice to have:
- Bachelor’s degree in Accounting, Finance, Information Systems, Computer Science, Statistics, Data Science, Engineering, or a related quantitative field.
- CPA or other relevant professional certification.
- Experience with predictive analytics, machine learning, artificial intelligence, or advanced analytics solutions.
- Experience managing large datasets, enterprise reporting environments, or digital transformation initiatives.
Who thrives here:
- Excellent interpersonal, written, and verbal communication skills with the ability to collaborate across client and engagement teams.
- Strong analytical and structured problem-solving abilities.
- Highly organized with the ability to manage multiple priorities and meet deadlines.
- Entrepreneurial, self-motivated, adaptable, ethical, and dependable.
- High energy with a commitment to delivering exceptional client service.
Skills Required
- Bachelor's degree (quantitative fields preferred: Accounting/Finance, Information Systems, Statistics, Computer Science)
- Strong analytics background and experience
- At least one technical skill certified and used consistently for 2+ years (major concentration)
- At least two additional technical skills (minor concentrations)
- Strong Excel skills (VLOOKUP, SUMIF, IF statements, INDEX/MATCH)
- Strong communication, teaming, presentation and project management skills
- Project management experience in cross-functional engagements (accounting/finance, FP&A, modeling, and/or tech implementation)
- Alteryx (ETL automation)
- Power BI or Tableau (data visualization/dashboarding)
- Programming experience (Python preferred; R acceptable)
- SQL experience (T-SQL preferred; MySQL acceptable)
- Understanding of relational database structure and RDBMS
- Exposure to data platforms (Snowflake, Databricks)
- Power Automate
- Java
- CPA or other relevant professional designation
What We Do
CFGI is a unique and highly specialized financial consulting firm that is strategically positioned to help companies through a range of routine and complex business scenarios. As an extension of your corporate finance team, CFGI works alongside your internal staff, serving in a variety of roles – from technical accounting advisor to M&A support to Controller or CFO – and delivering seamless support services. Our key areas of expertise include: » Technical Consulting » Interim Management » Corporate Tax » Private Equity Services » Valuation » Robotic Process Automation (RPA)
