Director

CFGI; United States; On-site; USD 120,000 - 160,000; Full time

Job summary

A consulting firm specializing in data solutions is seeking a Director for its Data & Analytics team. The role involves leading client projects, transforming data into actionable insights, and driving business development. Candidates should have a strong background in finance/accounting, data analytics, and project management skills. This position offers an opportunity to collaborate with various stakeholders and make impactful contributions to clients' business objectives.

Qualifications

• Data & Analytics educational background in quantitative fields desired.
• Analytics background and experience in audit or consulting.
• Client-facing experience with stakeholders.

Responsibilities

• Lead client engagements translating complex data into insights.
• Design and oversee transformation of large datasets using analytics.
• Mentor team members and promote continuous learning.

Skills

Alteryx

Power Automate

PowerBI

Data Architecture

Data Modeling / Analytics

Strong Excel skills

Finance/Accounting background

Data Science

Data Visualization

Solution Architecture

Workflow Automation

Education

Bachelor’s degree

Tools

SQL

Java

Python

R

Snowflake

Databricks

Job description

CFGI is seeking an experienced data-driven team member to join the Data & Analytics team in Business Transformation as a Director. 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 & 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 the development of internal tools and templates to help drive team development.

In addition to client delivery, the Director will play a key role in business development by identifying new opportunities, creating proposals, and cultivating prospective client relationships to expand CFGI’s Data & Analytics footprint.

An effective team member can incorporate a strong CPA/Finance and technical 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 & Responsibilities

• Lead client engagements by translating complex data into actionable insights that drive strategic decision-making and measurable business outcomes.
• Design, execute, and oversee the transformation and analysis of large structured and unstructured / quantitative and qualitative datasets, applying advanced analytics techniques to uncover trends and opportunities.
• 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.
• Experience in project management in cross-functional engagements including accounting/finance, FP&A, modeling, and/or tech implementation.
• Mentor and develop team members, promoting continuous learning and adoption of emerging technologies and methodologies.
• Play an active role in the firm’s recruiting efforts and client relationship building.
• Drive business development by identifying client needs, creating proposals, and developing relationships that expand CFGI’s Data & Analytics service offerings.
• 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.
• Experience working with clients in a consulting capacity is preferred.

Skills

• Alteryx
• Power Automate
• PowerBI
• Data Architecture
• Data Modeling / Analytics
• Strong Excel skills
• Finance/Accounting background
• Data Science
• Data Visualization
• Solution Architecture
• Workflow Automation

Ideal Technical Proficiencies

• CPA preferred
• Programming (e.g., SQL, Java, Python, R)
• RDMS (relational database management systems)
• Exposure to data platforms (e.g., Snowflake, Databricks)
• Data Engineering

Qualifications & Capabilities

• Data & Analytics Educational backgrounds in quantitative fields like Accounting/Finance, Information Systems, Statistics, Computer Science, desired, but not required. Bachelor’s degree is required, however.
• Analytics background & experience (audit or consulting).
• Client facing experience – Speaking and presenting to stakeholders.
• Working in team environments.
• Managing personal workflow and supervising engagements.
• Ability to research and generate ad-hoc solutions to problems.
• Strong Excel skills – Using formulas (VLOOKUP, SUMIF, IF statements, INDEX/MATCH etc.).