As a Consultant, you will develop and implement data strategies, manage client projects, and utilize analytics tools to drive business transformations and insights.
OFFERING:
Strategic Finance and Analytics
LEVEL:
Consultant
MARKET LOCATION:
Location Agnostic*
*Must be open to potential travel per client requirements.
CFGI is seeking a data driven team member to join the Data and Analytics team in Business Transformation as a Consultant. 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.
· Consultant-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).
Top Skills
Alteryx
Data Architecture
Data Modeling
Databricks
Excel
Power Automate
Power BI
Python
R
Snowflake
SQL
Tableau
CFGI Boston, Massachusetts, USA Office
One Lincoln Street, 13th Floor, Boston, MA, United States, 02111
Similar Jobs
Insurance
The Data Analytics Senior Consultant II leverages data to influence business strategy, develop analytics standards, and mentor junior analysts, using complex datasets to drive insights and performance monitoring.
Top Skills:
ExcelMicrosoft Office SuitePower BIPythonSQLSql Server Integration ServicesTableauVBA
Information Technology • Logistics • Financial Services
The Data Analytics Consultant will analyze property tax processes, enhance leasing processes, and develop pricing dashboards. Requires cross-functional collaboration and data insights.
Top Skills:
ExcelLookerPower BIPythonRSQLTableau
Software • Financial Services
The Data Analytics Consultant will manage data flows, build ETL/ELT processes, and collaborate on data analytics to support financial clients.
Top Skills:
AirflowDbtEltETLGitMs SqlPythonSsis
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories