Data & Analytics - Manager

Posted 5 Days Ago
Hiring Remotely in United States
Remote
Mid level
Consulting • Financial Services
The Role
The role involves managing client projects, developing data strategies, creating automation processes, and designing visualizations and predictive analytics tools to meet client business objectives. Effective communication, project management, and a strong background in finance are essential for success in transforming data into actionable insights.
Summary Generated by Built In

OFFERING: 

Strategic Finance and Analytics

 

LEVEL: 

Manager

 

MARKET LOCATION: 

Location Agnostic* 

*Must be open to potential travel per client requirements.


CFGI is seeking a data driven team member to join the Data and Analytics team in Business Transformation as a Manager. As a member of the team, you will be collaborating with clients by creating, developing, designing, and implementing processes and tools that will change how our clients use their most powerful resource – data. The Data and Analytics team helps clients define data strategies, build automation processes, and develop visualizations + predictive analytics tools to deliver impactful solutions and help our clients achieve business objectives using a data driven approach.

 

You will be responsible for managing various client projects, communicating business objectives to cross-functional stakeholders and providing input on both business process operations and data analytics tool specifications. You will be expected to work independently yet collaboratively with key stakeholders across a client’s organization to oversee projects and drive transformation. Additional responsibilities include tasks specific to scope development, budget creation and monitoring, as well as development of internal tools and templates to help drive team development.

 

An effective team member can incorporate a strong CPA/Finance background in building client solutions to address client’s business needs using data analytics tools. The team is tool agnostic in building a customized solution for our clients and uses various tools such as Python or Alteryx for data business process automation and PowerBI or Tableau for dashboarding. Effective communication and organizational skills will be imperative to your success in this role. Requisite working knowledge gained through professional working experience on data analytics projects is foundational to successfully initiate, plan, execute, monitor, control, and close projects. 


Roles and Responsibilities:


· Hands-on experience translating data and analytics into actionable insights with ability to create reports and present observations to clients in a clear and concise manner.

· Able to design and execute the transformation and analysis of large structured and unstructured / quantitative and qualitative datasets.

· 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.

· Manager-level candidates will also have project management experience in cross-functional engagements including accounting/finance, FP&A, modeling, and/or tech implementation.

· 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.

· Ability to manage individual workflow and task responsibilities.


Skills and Competencies:


· Alteryx

· Power Automate

· PowerBI

· Tableau

· Data Architecture

· Data Modeling / Analytics

· Strong Excel skills

· Finance/Accounting background

· Data Science

· Data Visualization

· Solution Architecture

· Workflow Automation

· Programming (e.g., SQL, Java, Python, R)

· RDMS (relational database management systems)

· Exposure to data platforms (e.g., Snowflake, Databricks)

· Data Engineering


Qualifications and Capabilities:


We would like individuals to have a balanced breakdown of the following skills:


1) Must have: The candidate should have strong soft skills and general areas of technical competence, as this is the backbone of the candidate’s day to day work in the Business Transformation group here at CFGI.

2) ‘Major’ concentration: At least one technical skill that the user is Certified in and has been using on a consistent basis for 2+ years; Considers themselves near ‘fluent’ or ‘super-user’.

3) ‘Minor’ concentrations: At least 2+ technical skills that the individual has at the very least.


Must Have (Core Experience):


· Bachelor’s degree is required; educational backgrounds in quantitative fields like Accounting/Finance, Information Systems, Statistics, and Computer Science is preferred.

· CPA or other relevant designations are preferred.

· Analytics background and experience, preferably in a client service environment.

· Solid communication, teaming, presentation and project management skills.

· Ability to research and generate ad-hoc solutions to problems.

· Strong Excel skills – Using formulas (VLOOKUP, SUMIF, IF statements, INDEX/MATCH etc.).


Major/Minor Competencies:


· ETL Automation: Alteryx.

· Visualization: Tableau / MSFT PowerBI.

· Code-Based: 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).

 

Top Skills

Java
Python
SQL
The Company
HQ: Boston, MA
916 Employees
On-site Workplace
Year Founded: 2000

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)

Jobs at Similar Companies

MassMutual India Logo MassMutual India

Intern

Big Data • Fintech • Information Technology • Insurance • Financial Services
Hyderabad, Telangana, IND

Eastwall Logo Eastwall

Solution Architect

Artificial Intelligence • Cloud • Information Technology • Software • Consulting • App development • Big Data Analytics
Easy Apply
Remote
United States
20 Employees
150K-180K Annually

Energy CX Logo Energy CX

Strategic Account Executive

Greentech • Professional Services • Business Intelligence • Consulting • Energy • Financial Services • Utilities
Easy Apply
Chicago, IL, USA
55 Employees

Similar Companies Hiring

Eastwall Thumbnail
Software • Information Technology • Consulting • Cloud • Big Data Analytics • Artificial Intelligence • App development
Denver, CO
20 Employees
Energy CX Thumbnail
Utilities • Professional Services • Greentech • Financial Services • Energy • Consulting • Business Intelligence
Chicago, IL
55 Employees
MassMutual India Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Big Data
Hyderabad, Telangana

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account