FP&A Consultant

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 hubs 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!

Capitalize is looking for a consultant to implement Financial Planning & Analysis tools like Workday Adaptive Planning across a diverse portfolio of clients.

• You will act as a trusted advisor for our clients on end-to-end implementations or optimizations of FP&A software by helping improve processes or model designs.
• You will develop models, formulas, reports and dashboards, and integrations all while meeting with clients to understand their FP&A needs.
• You will learn new technologies and design methodologies alongside a collaborative team.

• Bachelor's degree in technology, business, engineering, or other similar fields; experience in lieu of education will also be considered.
• Background in forecast modeling, financial reporting and presentations, system implementations, accounting concepts, or facilitation of end user training.
• 2-3 years of consulting experience or 3-5 years of Finance experience.
• Excellent interpersonal, communication, and presentation skills (verbal and written).
• Experience with Workday Adaptive Planning or other Financial Planning & Analysis tools preferred.
• Experience with data analysis and reporting using tools like Alteryx, Power BI, SQL, Tableau, Excel, or comparable software preferred.
• Travel anticipated to be up to 25%.

Candidates must be legally authorized to live & work in the United States without sponsorship