Manage client-facing data and analytics projects: define data strategy, build automation and ETL, develop visualizations and predictive analytics, drive transformation, manage scope/budget, and communicate findings to non-technical stakeholders while leveraging finance knowledge.
CFGI is seeking a data driven team member to join the Data and Analytics team in Business Transformation as a Manager. As a member of the team, you will be collaborating with clients by creating, developing, designing, and implementing processes and tools that will change how our clients use their most powerful resource – data. The Data and Analytics team helps clients define data strategies, build automation processes, and develop visualizations + predictive analytics tools to deliver impactful solutions and help our clients achieve business objectives using a data driven approach.
You will be responsible for managing various client projects, communicating business objectives to cross-functional stakeholders and providing input on both business process operations and data analytics tool specifications. You will be expected to work independently yet collaboratively with key stakeholders across a client’s organization to oversee projects and drive transformation. Additional responsibilities include tasks specific to scope development, budget creation and monitoring, as well as development of internal tools and templates to help drive team development.
An effective team member can incorporate a strong CPA/Finance background in building client solutions to address client’s business needs using data analytics tools. The team is tool agnostic in building a customized solution for our clients and uses various tools such as Python or Alteryx for data business process automation and PowerBI or Tableau for dashboarding. Effective communication and organizational skills will be imperative to your success in this role. Requisite working knowledge gained through professional working experience on data analytics projects is foundational to successfully initiate, plan, execute, monitor, control, and close projects.
Roles and 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.
Skills and Competencies:
· Alteryx
· Power Automate
· PowerBI
· Tableau
· Data Architecture
· Data Modeling / Analytics
· Strong Excel skills
· Finance/Accounting background
· Data Science
· Data Visualization
· Solution Architecture
· Workflow Automation
· Programming (e.g., SQL, Java, Python, R)
· RDMS (relational database management systems)
· Exposure to data platforms (e.g., Snowflake, Databricks)
· Data Engineering
Qualifications and Capabilities:
We would like individuals to have a balanced breakdown of the following skills:
1) Must have: The candidate should have strong soft skills and general areas of technical competence, as this is the backbone of the candidate’s day to day work in the Business Transformation group here at CFGI.
2) ‘Major’ concentration: At least one technical skill that the user is Certified in and has been using on a consistent basis for 2+ years; Considers themselves near ‘fluent’ or ‘super-user’.
3) ‘Minor’ concentrations: At least 2+ technical skills that the individual has at the very least.
Must Have (Core Experience):
· Bachelor’s degree is required; educational backgrounds in quantitative fields like Accounting/Finance, Information Systems, Statistics, and Computer Science is preferred.
· CPA or other relevant designations are preferred.
· 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.).
Major/Minor Competencies:
· ETL Automation: Alteryx.
· Visualization: Tableau / MSFT PowerBI.
· Code-Based: Python (R acceptable but not preferred).
· Data Query: SQL (T-SQL) / (mySQL acceptable but not preferred).
· Relational Data: Understanding of Database syntax (Table Structure, Joins, Filters).
CFGI Boston, Massachusetts, USA Office
One Lincoln Street, 13th Floor, Boston, MA, United States, 02111
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