Managing Consultant - Business Transformation (Data Transformation & Analytics)
Job details
From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here . For CFOs, CIOs, and corporate leaders to cost-effectively achieve strategic growth, real-time data insights, competitive differentiation, and complete compliance, they need a robust digital architecture that maximizes technology investments and process efficiencies. Our data systems specialists design, build, and deploy leading data, analytics, and automation programs that generate rapid ROI across the enterprise. By joining our rapidly growing Data Transformation & Analytics practice you will serve our Banking and Capital Markets clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our clients solve today's challenges and set the foundation for future success. What You'll Do:
- Lead our clients and teams on their analytics journey which includes collaborating on their strategic vision for analytics, crafting a pragmatic roadmap of initiatives, and aiding our clients in the implementation of these initiatives.
- Assess and enhance our clients' banking and capital markets businesses by modernizing their operating model, processes, and architecture to address emerging business priorities, regulatory changes, and long-term business outlook adjustments.
- Analyze and interpret trends or patterns in substantial and/or intricate data sets.
- Suggest strategies for easier preparation and blending of data to bolster analytics.
- Assist in the creation of forecasting and predictive analytics models.
- Generate compelling insights through visual analytics, dashboards, and/or reporting.
- Conduct interviews with clients to perform current state/future state gap analysis and identify the root causes of challenges.
- Design process and data flows using standard flowcharting methodology.
- 3-7 years of Private Equity / FP&A / Professional services (public accounting, advisory firm, or management consulting firm) / other finance-related work experience.
- Familiarity with a range of financial products including lending, finance, derivatives, equities, and fixed income; foreign exchange; and commodities.
- Knowledge of industries, including commercial banking, investment banking, broker-dealers, custody, fund administration, and investment management.
- Mindset: Business focused but tech-enabled.
- Data Analysis: Proficiency in analyzing large datasets to uncover trends, patterns, and correlations. This involves using statistical methods, data mining techniques, and visualization tools to derive actionable insights.
- Data Storytelling and Visualization: Ability to effectively communicate insights and next steps through visualization tools such as PowerBI or Tableau.
- Data Management & Automation: Knowledge with data systems like Snowflake or Microsoft Azure and proficient in querying and managing data using SQL or tools like Alteryx and Power Automate / Query.
- Requirements Gathering: Proven experience in requirements gathering, including the ability to work closely with stakeholders to understand business needs and translate them into data requirements.
- Critical Thinking and Creativity: Frame business problems with data challenges and develop innovative solutions using data-driven approaches.
- Experience with the development of algorithms leveraging R and/or Python.
- Knowledge of various project management methodologies (e.g., Agile, Scrum, Lean, Waterfall).
- Understanding of key finance (and other) processes like Lead to Cash / Order to Cash, Procure to Pay, Record to Report, Hire to Retire.
- Experience in supporting Large Enterprise organizations, Private Equity portfolio companies, or Private Equity sponsors preferred.
- Strong attention to detail with the ability to think from a “big picture” perspective.
- Demonstrated track record of establishing credibility both internally and externally.
- Creativity, confidence, and an agile/adaptable mindset.
- High Energy, enthusiasm, and an entrepreneurial spirit.
- B.Com / B.Com (Honors) in Finance, Accounting, Economics, Management Accounting.
- CA / CIMA / CFA / MBA preferred.
- Certification in Snowflake / Alteryx / PowerBI / Tableau [preferred].
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