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