Senior Consultant - Data Transformation & Analytics (Private Equity)

Remote; San Francisco (CA); Presencial; USD 150 000 - 190 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Professional development opportunities

Healthcare options

Bonus eligibility

Resumo da oferta

CrossCountry Consulting seeks a Senior Consultant for its Data Transformation & Analytics practice in San Francisco. You will oversee analytics delivery, guide client teams, and help develop junior members while contributing to business development efforts.

You will lead initiatives across data analysis, visualization, and data architecture, partnering with CFOs, CIOs, and senior executives to deliver strategic, compliant data insights that drive ROI and organizational growth.

Qualificações

• 5+ years of Private Equity / FP&A / professional services experience in finance.
• Familiarity with lending, derivatives, equities, fixed income, FX, and commodities.
• Experience with banking, investment banking, broker-dealers, fund administration, asset management.
• Strong data analysis and storytelling capabilities with dashboards.
• Ability to translate business needs into data requirements and solutions.

Responsabilidades

• Lead analytics initiatives and define a pragmatic roadmap for client analytics.
• Modernize operating models and architectures for banking/markets clients.
• Analyze large datasets to uncover trends and correlations.
• Develop data blending strategies to improve analytics readiness.
• Create forecasting and predictive analytics models.
• Generate insights via dashboards and reporting.
• Conduct current vs. future state gap analyses with clients.
• Design data flows using standard process modeling techniques.

Conhecimentos

Financial data analysis

Data visualization

SQL / data querying

Python / R for analytics

Requirements gathering

Agile / Scrum

FP&A knowledge

Private equity experience

Formação académica

B.Com / B.Com (Honors) in Finance, Accounting, Economics, Management Accounting

CA / CIMA / CFA / MBA preferred

Alteryx / PowerBI / Snowflake / Tableau certification preferred

Ferramentas

Snowflake

Power BI

Tableau

Alteryx

SQL

Azure

Descrição da oferta de emprego

For CFOs, CIOs, and corporate leaders to cost-effectively achieve strategic growth, real-time data insights, competitive differentiation, and complete compliance, they need a robust digital architecture that maximizes technology investments and process efficiencies. Our data systems specialists design, build, and deploy leading data, analytics, and automation programs that generate rapid ROI across the enterprise.

By joining our rapidly growing Data Transformation & Analytics practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our clients solve today's challenges and set the foundation for future success.

As a Senior Consultant at CrossCountry Consulting you will be responsible for a mix of client delivery, leading teams and developing junior team members, and participating in business development activities.

What You'll Do:

• Lead our clients and teams on their analytics journey which includes collaborating on their strategic vision for analytics, crafting a pragmatic roadmap of initiatives, and aiding our clients in the implementation of these initiatives

• Assess and enhance our clients' banking and capital markets businesses by modernizing their operating model, processes, and architecture to address emerging business priorities, regulatory changes, and long‑term business outlook adjustments

• Analyze and interpret trends or patterns in substantial and/or intricate data sets

• Suggest strategies for easier preparation and blending of data to bolster analytics

• Assist in creation of forecasting and predictive analytics models

• Generate compelling insights through visual analytics, dashboards, and/or reporting

• Conduct interviews with clients to perform current state/future state gap analysis and identify the root causes of challenges

• Design process and data flows using standard flowcharting methodology

What You'll Bring:

• 5+ years of Private Equity / FP&A / Professional services (public accounting, advisory firm, or management consulting firm) / other finance-related work experience

• Familiarity with a range of financial products including lending, finance, derivatives, equities, and fixed income; foreign exchange; and commodities

• Knowledge of industries, including commercial banking, investment banking, broker-dealers, custody, fund administration, and investment management

• Mindset: Business focused but tech-enabled

• Data Analysis: Proficiency in analyzing large datasets to uncover trends, patterns, and correlations. This involves using statistical methods, data mining techniques, and visualization tools to derive actionable insights.

• Data Storytelling and Visualization: Ability to effectively communicate insights and next steps through visualization tools such as PowerBI or Tableau

• Data Management & Automation: Knowledge with data systems like Snowflake or Microsoft Azure and proficient in querying and managing data using SQL or tools like Alteryx and Power Automate / Query

• Requirements Gathering: Proven experience in requirements gathering, including the ability to work closely with stakeholders to understand business needs and translate them into data requirements.

• Critical Thinking and Creativity: Frame business problems with data challenges and develop innovative solutions with using data-driven approaches

• Experience with development of algorithms leveraging R and/or Python

• Knowledge of various project management methodologies (e.g., Agile, Scrum, Lean, Waterfall).

• Understanding of key finance (and other) processes like Lead to Cash / Order to Cash, Procure to Pay, Record to Report, Hire to Retire.

• Experience in supporting Large Enterprise organizations, Private Equity portfolio companies or Private Equity sponsors preferred.

• Strong attention to detail with the ability to think from a “big picture” perspective.

• Demonstrated track record of establishing credibility both internally and externally.

• Creativity, confidence, and an agile/adaptable mindset.

• High Energy, enthusiasm, and an entrepreneurial spirit

Qualifications:

• B.Com / B.Com (Honors) in Finance, Accounting, Economics, Management Accounting

• CA / CIMA / CFA / MBA preferred

• Preferred certification in Alteryx / PowerBI / Snowflake / Tableau