Data & Analytics – Manager
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 experienced professionals ready to deliver measurable impact for clients across a variety of industries.
We are seeking a results-driven Manager to lead data analytics, automation, and business transformation engagements for clients across a variety of industries. Managers oversee day-to-day engagement delivery, mentor Consultants, collaborate with senior client stakeholders, and serve as trusted advisors in delivering data-driven solutions that improve business processes, reporting, automation, and decision-making.
What you might expect:
- Lead data analytics, automation, and business transformation engagements across a variety of industries.
- Manage the design, development, and implementation of dashboards, reports, analytics solutions, and workflow automation initiatives.
- Lead the transformation, validation, and analysis of financial, accounting, operational, and transactional datasets to deliver actionable insights that improve business performance, reporting quality, and executive decision-making.
- Partner with CFOs, Controllers, FP&A leaders, business executives, and technology stakeholders to translate business challenges into scalable data, reporting, automation, and analytics solutions.
- Manage cross-functional projects involving finance, accounting, FP&A, operational reporting, technology implementations, and business transformation initiatives.
- Develop and review executive-ready analyses, dashboards, presentations, and reporting packages that help finance and business leaders make informed strategic and operational decisions.
- Lead process improvement initiatives and implementation of analytics, automation, and reporting solutions.
- Mentor Consultants by providing technical guidance, coaching, and performance feedback.
- Participate in proposal development, client relationship management, and business development initiatives.
What you must have:
- 5+ years of experience in data analytics, business intelligence, business transformation, finance transformation, data engineering, analytics consulting, and/or technology consulting.
- Experience leading finance and accounting data analytics, automation, reporting, or business intelligence initiatives that support financial planning, controllership, operational finance, business performance management, or executive decision-making.
- Experience managing cross-functional projects and delivering data-driven business solutions for internal or external stakeholders.
What sets you apart:
- Experience interpreting accounting, finance, and operational processes and translating business requirements into data models, analytics solutions, dashboarding strategies, automation workflows, and technology roadmaps.
- Experience leading analytics solutions using one or more business intelligence platforms, such as Power BI, Tableau, or similar visualization tools.
- Experience leading workflow automation, ETL, or process automation initiatives using Alteryx, Power Automate, or similar technologies.
- Experience programming with Python, SQL, R, or other analytics-focused programming languages to develop scalable business solutions.
- 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, and operational leaders to improve reporting, automate key processes, establish trusted data foundations, and enable data-driven decision-making.
- Experience leading project teams, mentoring junior professionals, and serving as a primary point of contact for client stakeholders.
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 enterprise reporting environments, digital transformation initiatives, or large-scale data modernization projects.
Who thrives here:
- Excellent interpersonal, written, and verbal communication skills with the ability to build relationships across client and engagement teams.
- Proactive in identifying client needs and developing trusted client relationships.
- Highly organized with the ability to manage multiple workstreams and competing priorities.
- Strong analytical and structured problem-solving abilities.
- Entrepreneurial, self-motivated, adaptable, ethical, and dependable.
- High energy with a commitment to delivering exceptional client service while mentoring and developing junior team members.
Skills Required
- Bachelor's degree
- Strong soft skills including communication, teaming, presentation and project management
- Analytics background and experience
- Experience in client service environment
- Strong Excel skills (VLOOKUP, SUMIF, IF, INDEX/MATCH)
- Experience with Alteryx (ETL Automation)
- Experience with Power BI
- Experience with Tableau
- Experience with Power Automate
- Programming experience (SQL, T-SQL, MySQL, Python, Java, R)
- Knowledge of RDBMS / relational database concepts (joins, table structures, filters)
- Exposure to data platforms such as Snowflake or Databricks
- Data architecture, data modeling, data engineering and data visualization experience
- Solution architecture and workflow automation experience
- Finance/Accounting background (preferred educational backgrounds include Accounting/Finance, Information Systems, Statistics, Computer Science)
- CPA or other relevant designation
- Major concentration: certified and 2+ years consistent use of at least one technical skill
- Minor concentrations: at least two additional technical skills
- Ability to translate analytics into actionable insights and present to non-technical audiences
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)
