CFGI · 1 week ago
Consultant
United States
Full-time
Remote
Mid, Senior Level
2+ years expCFGI is seeking a data driven team member to join the Data and Analytics team in Business Transformation as a Manager. The role involves managing client projects, developing data strategies, and implementing analytics tools to help clients achieve their business objectives. Effective communication and a strong CPA/Finance background are essential for success in this position.
AccountingConsultingFinancial Services
Responsibilities
Hands-on experience translating data and analytics into actionable insights with ability to create reports and present observations to clients in a clear and concise manner
Able to design and execute the transformation and analysis of large structured and unstructured / quantitative and qualitative datasets
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
Manager-level candidates will also have project management experience in cross-functional engagements including accounting/finance, FP&A, modeling, and/or tech implementation
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
Ability to manage individual workflow and task responsibilities
Qualification
Required
Bachelor's degree is required; educational backgrounds in quantitative fields like Accounting/Finance, Information Systems, Statistics, and Computer Science is preferred
Must have strong soft skills and general areas of technical competence
At least one technical skill that the user is Certified in and has been using on a consistent basis for 2+ years
At least 2+ technical skills that the individual has at the very least
Analytics background and experience, preferably in a client service environment
Solid communication, teaming, presentation and project management skills
Ability to research and generate ad-hoc solutions to problems
Strong Excel skills – Using formulas (VLOOKUP, SUMIF, IF statements, INDEX/MATCH etc.)
Hands-on experience translating data and analytics into actionable insights with ability to create reports and present observations to clients in a clear and concise manner
Able to design and execute the transformation and analysis of large structured and unstructured / quantitative and qualitative datasets
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
Manager-level candidates will also have project management experience in cross-functional engagements including accounting/finance, FP&A, modeling, and/or tech implementation
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
Ability to manage individual workflow and task responsibilities
Preferred
CPA or other relevant designations are preferred
Exposure to data platforms (e.g., Snowflake, Databricks)
Programming (e.g., SQL, Java, Python, R)
Data Science
Data Engineering
Company
CFGI
CFGI is a corporate finance and financial consulting firm that specializes in complex accounting, reporting, tax, and compliance issues.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
The Carlyle Group
2021-09-15Acquired
2018-03-01Private Equity
Leadership Team
Nicholas J. Nardone
Co-CEO
Steven M Michienzi
Chief Financial Officer
Recent News
Research and Markets
2025-09-02
Computer Weekly
2025-07-10
Company data provided by crunchbase