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Office of Finance Consultant

capitalize-data-analytics-llc
Companycapitalize-data-analytics-llc
CategoryFinance
LocationRemote (United States)
RemoteRemote
EmploymentNot stated
LevelNot stated
SalaryNot stated by the employer
First seen14 Jul 2026 (the employer did not state a posting date)
Last verified9 Aug 2026
SourceEmployer ATS (rippling)
Applications are handled by the employer, not by us.Apply on the employer's site →
Description
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 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!