Senior Consultant - Data Transformation & Analytics (Private Equity)

CrossCountry; United States; Remote; USD 80,000 - 140,000; Full time

Job summary

Join a forward-thinking advisory firm as a Senior Consultant in Data Transformation & Analytics. In this dynamic role, you will lead clients on their analytics journey, leveraging your expertise to craft strategic roadmaps and implement innovative solutions. Your analytical skills will help uncover insights from complex data sets, driving business transformation and enhancing operational efficiencies. With a commitment to collaboration and professional growth, this position offers a unique opportunity to make a significant impact while being part of a supportive and award-winning culture. If you are passionate about data and eager to contribute to client success, this role is perfect for you.

Benefits

Comprehensive healthcare options

401(k) with company matching

Generous parental and maternity leave

Technology stipends

Wellness reimbursement programs

Qualifications

• 5+ years of experience in finance-related work, including private equity and consulting.
• Proficiency in data analysis and visualization tools to derive actionable insights.

Responsibilities

• Lead clients on their analytics journey, crafting strategic roadmaps and implementing initiatives.
• Analyze large datasets to uncover trends and enhance banking and capital markets businesses.

Skills

Data Analysis

Data Storytelling and Visualization

Critical Thinking and Creativity

Requirements Gathering

Experience with R and/or Python

Business Focused

Attention to Detail

Agile Mindset

Education

B.Com in Finance, Accounting, Economics

CA / CIMA / CFA / MBA

Certification in Alteryx / PowerBI / Snowflake / Tableau

Tools

PowerBI

Tableau

Snowflake

Microsoft Azure

SQL

Alteryx

Power Automate

Job description

From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.

Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.

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 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

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Benefits Summary

The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: https://www.crosscountry-consulting.com/careers/benefits/.

Equal Employment Opportunity (EEO)

CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace.

As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.