Full-Time
Office of Finance Consultant
Updated on 9/12/2026
Capitalize Analytics
51-200 employees
Analytics consulting for automation and modernization
No salary listed
No H1B Sponsorship
Remote in USA
Remote
Candidates may be located anywhere in the United States; travel up to 20% is required.
Bachelor's
 Consulting (1) |
|---|
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- Bachelor’s degree in technology, business, accounting, or engineering; experience in lieu of education may be considered.
- Two to three years of experience, including a minimum of one year in a consulting environment.
- At least one year of experience with Alteryx, Power BI, Tableau, or comparable software.
- Strong knowledge of accounting functions, SQL, and databases.
- Experience with data modeling and development.
- Strong presentation and interpersonal skills for engaging with clients.
- Ability to travel up to 20%.
- Candidates must be legally authorized to work in the United States without sponsorship.
- Collaborate with clients to understand their business processes and software needs.
- Develop tailored solutions that align with client objectives.
- Prepare and deliver presentations and demonstrations to showcase capabilities.
- Partner with internal sales teams to identify client needs and develop tailored proposals.
- Collaborate with delivery teams to ensure solution feasibility and a smooth transition from pre-sales to implementation.
- Assist in creating proposals and statements of work for prospective clients.
- Certified Public Accountant license preferred.
Capitalize Analytics helps organizations improve performance by combining business know-how with advanced analytics and a suite of software solutions. The company works with clients to locate core processes that can be automated, shorten cycles, and reduce costs and risk through better data use and technology-driven changes. Its approach relies on extracting and turning existing data into actionable insights, then using tools from partners such as Alteryx, Tableau, IBM, Workday Adaptive Planning, W Energy Software, Quorum Software, Automation Anywhere, and UiPath to implement analytics, reporting, and automation projects. The goal is to modernize operations and support strategic decision making by delivering practical process improvements and automation that cut costs and boost resilience.
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
Dallas, Texas
Founded
2005
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Simplify's Take
What believers are saying
- Capitalize reports production Claude deployments in Month-End Close, FSI Playbooks, and Activation motions.
- The firm offers a free Claude Activation Assessment through December 31, 2026.
- Simplify lists 2026 hiring for sales, consultants, and architects alongside 30% growth forecasts.
What critics are saying
- Anthropic controls partner economics; a network policy change can erase Capitalize's newest wedge.
- Consulting rivals and hyperscalers package similar AI governance work, compressing margins by 2027.
- Heavy financial-services concentration exposes Capitalize to client spending freezes and project delays.
What makes Capitalize Analytics unique
- June 11, 2026 Anthropic Select Tier status gives Capitalize privileged Claude implementation credibility.
- Capitalize's Claude Cowork embeds AI inside finance, analyst, and operator workflows.
- SOC 2 Type II plus Snowflake, Databricks, AWS, and Microsoft integrations fit regulated buyers.
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Benefits
Remote Work Options
Flexible Work Hours
Company News
Capitalize named Select Tier partner in the Claude Partner Network Services Track. Capitalize Analytics launches its Anthropic practice, helping enterprises deploy Claude at scale with governance, integrations, and real business value. As a Select Tier partner in the Partner Network, Capitalize helps enterprises deploy Claude at scale, with a focus on governance and tangible business value. Dallas, TX - June 11, 2026 Capitalize announces today it has been named a Select Tier partner in the Claude Partner Network Services Track. Coupled with this designation, Capitalize is launching its dedicated Claude practice, building on two years of hands-on work helping clients advance their AI strategies and implementations. As a partner in the Claude Partner Network, Capitalize is doing what it has always done: arming business teams with the right technology for their processes, now leveraging Claude to lead the charge. The practice combines a Claude-native core with Capitalize's broader data and technology depth. The differentiating edge is Claude Cowork, putting Claude directly in the workflows of business users (finance teams, analysts, deal teams, and operators), rather than leaving AI in the hands of a small group of developers. Around that, Capitalize delivers the full picture: agentic solutions, custom skills and plugins, governance frameworks, and integration into the systems clients already run. "We've provided high-impact transformations for our clients and partnerships for years, and now we're going all-in with Claude. We're proud of the value creation to date and even more excited about what's ahead. Being in the Claude Partner Network positions us to shape how our customers deploy Claude in the enterprise." - Josh Milstein, Executive Vice President, Strategy & Partnerships, Capitalize Analytics The results speak for themselves. The practice is already delivering. Capitalize has Claude deployments running in production today, including its Month-End Close suite, FSI Playbooks, and Activation motions. Its Claude Certified Architects and AI Engineers are working alongside Anthropic's GTM organization, supporting key enterprise accounts as they roll Claude out at scale. Where Capitalize is leaning in.The practice serves enterprises broadly, with 400+ clients across professional services, legal, energy, industrials, and more relying on Capitalize for impactful data and AI work. Capitalize continues to provide specialized offerings for the Office of the CFO and the full breadth of the Financial Services industry, including private equity, asset management, hedge funds, alternatives, banks, and credit unions. Capitalize's regulatory, reporting, and data heritage gives clients an immediate head start. Why its production deployments land. 20+ years of data and integration experience across Snowflake, Databricks, Microsoft, AWS, and the modern data stack, paired with SOC 2 Type II certification and an enterprise client base, is what gets Claude into environments where governance, security, and scale are non-negotiable. About Capitalize Analytics Capitalize Analytics is a Data & AI consultancy helping organizations deploy AI at scale and realize measurable business value. Their work centers on practical, production-ready AI, spanning agentic solutions, AI operating models, governance frameworks, and automation, enabling analytics that deliver insights and always-on decision support. Capitalize leverages their expertise in data foundations and modern cloud platforms to ensure AI initiatives are built to last and scale. Partnered with the leading names in the modern AI and data stack including Anthropic, Snowflake, Databricks, Microsoft, Alteryx, Tableau, Workday, and more, they bring the right technology to every problem. Capitalize is SOC 2 Type II certified and works with organizations of all sizes, from mid-market to Fortune 500, across financial services, legal, energy, industrials, and beyond. Governance * indicates required Advanced Analytics, Business Intelligence & Analytics, Power BI Demystifying Microsoft fabric tiers. A plain-English guide to choosing the right capacity plan, understanding how storage billing works, and a clear path to getting started. Advanced Analytics, Business Intelligence & Analytics Top 10 AI pitfalls: what to watch out for in AI in 2026. Explore the top AI governance risks in 2026, including security, compliance, data quality, and scaling challenges organizations must address. AI Governance Governance Advanced Analytics, Alteryx AI in HR: 3 high-impact use cases that deliver measurable ROI in weeks. Discover how AI in HR is transforming workforce strategy, from predictive attrition and sentiment analysis to HR self-service automation. Learn how organizations use AI to improve retention, streamline operations, and enhance employee experience. Contact Capitalize Consulting LLC. Interested in learning more? Contact [email protected].
Capitalize named recipient of the Alteryx Partner Awards.
Alteryx announces its 2024 Maveryx Award Winners at Annual Inspire ConferenceIRVINE, Calif., May 15, 2024 /PRNewswire/ -- Alteryx, Inc., a leader in AI for enterprise analytics, today announced the recipients of its 2024 Maveryx Excellence Awards at the company's annual user conference, Inspire. The annual awards aim to showcase exceptional customers and partners in the Alteryx Maveryx community based on their remarkable achievements and determination to bring analytics to all.These standout organizations collaborate with Alteryx to empower mutual customers worldwide, helping them uncover crucial analytics that drive their business growth.Global Customer Award Category WinnersGlobal Alteryx For Good – Kurt Geiger , Gillian Rodger , for their innovative customer loyalty program, which awards customers with points redeemable for charitable donations.– , , Global Alteryx Modeler – Toyo Engineering, Jifeng Qiu and team, f or establishing an analytics CoE which has helped reduce an impressive 85% in manual data processing time.– Toyo Engineering, and team, Global Alteryx MVP – WestRock, LaShell Estes , for championing an enterprise-wide adoption of analytics at WestRock, leading to a staggering $350M in productivity gains.– WestRock, , Global Analytics Cloud – Doordash, Alex Barr , for the automation of 75 end-to-end financial processes with Designer Cloud.– Doordash, , Global Analytics For All – Suzano, Joao Zocca and team, f or the automation of over 76% of their financial processes with Alteryx– Suzano, and team, Global Corporate Sustainability – Chemours, Dianne Fields , for her work in improving water stewardship efforts with Alteryx analytics.Regional Customer Award Category WinnersRegional Alteryx For Good – "Café Com Alteryx," Nicolas Colombo , for his partnership with Alteryx SparkEd, a joint philanthropic effort to provide free Alteryx licenses to Brazilian youth and young professionals looking to upskill themselves with analytics.– "Café Com Alteryx," , Regional Alteryx Modeler – Reinsurance Group of America, Elsa Langenwalter , for the creation and execution of their Business Empowerment Center of Excellence creating a culture of data and analytics adoption in collaboration with RGA's IT function.– Reinsurance Group of America, , Regional Alteryx MVP – RSM UK, Marouf Malik , for empowering non-technical workers with analytics by way of an innovative keyword analyser app built with Alteryx AI capabilities– RSM UK, , Regional Analytics for All – Moody's, Doug Lazzara and team, for standardizing data access and analysis throughout the enterprise, driving impactful transformation and saving thousands of hours in manual work.Partner Award Category WinnersThe partner categories honor organizations that are key stakeholders in Alteryx's mission of bringing analytics to all. The awardees below have made significant contributions to the success of customers over the past year, providing them with impactful experiences through data insights."We are incredibly honored to work alongside the recipients of the 2024 Maveryx Excellence Awards," stated Paula Hansen, President and Chief Revenue Officer at Alteryx. "Each of the awardees regularly pushes the status quo and fosters the democratization of analytics within both their organizations and broader communities. They have not only elevated their data strategies, but they have persistently motivated those in their sphere to utilize analytics and AI to solve key business challenges."For more information about the 2024 Maveryx Excellence Award winners, learn about Alteryx's inspiring customer use cases and partner ecosystem.About AlteryxAlteryx powers actionable insights with the AI Platform for Enterprise Analytics. With Alteryx, organizations can drive smarter, faster decisions with a secure platform deployable in on-prem, hybrid, and cloud environments
Capitalize Analytics announces a new partnership with DVW Analytics that eases the challenge Alteryx users have with accessing data with SAP.
Capitalize Analytics was recently named 2022 Global Partner of the Year by Alteryx, Inc., the Analytics Automation company.