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
- 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%
