Office of Finance Consultant

We’re searching for people who are passionate about technology, data, collaboration, and learning!

Capitalize is a well-established consulting firm that is rapidly growing. We offer the opportunity to work with other talented individuals in a supportive, community-focused culture. By joining our team, you will be given opportunities to solve unique challenges and be a part of something very exciting as you grow your career!

We have hub cities in Houston, Dallas, Denver & Chicago. However, we also operate under the “work from home” concept. This allows us to have a fluid, non-traditional and relaxed culture while still having avenues in place to collaborate as a team. We accept candidates from across the United States!

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