CFGI · 1 day ago
Data & Analytics - Director
CFGI is seeking an experienced data-driven team member to join the Data & Analytics team in Business Transformation as a Director. The role involves managing client projects, developing data strategies, and driving business development while collaborating with stakeholders to deliver impactful data-driven solutions.
AccountingConsultingFinancial Services
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
Qualification
Required
Bachelor's degree is required
Data & Analytics Educational backgrounds in quantitative fields like Accounting/Finance, Information Systems, Statistics, Computer Science, desired, but not required
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.)
Strong problem-solving skills with ability to work independently, owning and driving projects from requirements through execution by implementing various data analytics solutions
Experience in project management in cross-functional engagements including accounting/finance, FP&A, modeling, and/or tech implementation
Effective communication and organizational skills
Requisite working knowledge gained through professional working experience on data analytics projects
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
Work closely with stakeholders to understand their business needs, developing and maintaining strong internal and client relationships to manage cross-functional projects/initiatives
Mentor and develop team members, promoting continuous learning and adoption of emerging technologies and methodologies
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
Preferred
CPA preferred
Experience working with clients in a consulting capacity is preferred
At least one technical skill that the user is Certified in and has been using on a consistent basis for 6+ years; Considers themselves near ‘fluent' or ‘super-user'
At least 2+ technical skills that the individual has at the very least
Company
CFGI
CFGI is a corporate finance and financial consulting firm that specializes in complex accounting, reporting, tax, and compliance issues.
H1B Sponsorship
CFGI has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
The Carlyle Group
2021-09-15Acquired
2018-03-01Private Equity
Recent News
Research and Markets
2025-09-02
Computer Weekly
2025-07-10
Company data provided by crunchbase