Finance Consultant

🕒 March 28

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 42%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Capitalize Analytics

WebsiteLinkedInAll Job Openings

51 - 200 employees

💼 Consulting

🏥 Healthcare

📦 Logistics

Consulting • Healthcare • Logistics

Capitalize Analytics is a data analytics and technology consulting firm that helps organizations implement, integrate, and operationalize business intelligence, automation, and data platforms. They provide services including custom report development, data integration, cloud data warehousing, software selection and implementation, Alteryx governance and managed services, RPA (UiPath) automation, training/mentoring, and project management. Capitalize partners with vendors like Alteryx, UiPath, Snowflake, Databricks, Power BI, Tableau, Cognos and serves enterprise clients across sectors—especially energy (midstream/plant accounting), healthcare, education, and public sector—delivering analytics, reporting, and workflow automation solutions.

📋 Description

• 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

🎯 Requirements

• 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%

🏖️ Benefits

• remote work options