About the Role
This role focuses on collaborating with CFOs, Finance Directors, Controllers, and finance teams to grasp business processes, operational challenges, and transformation priorities. You will translate these requirements into practical technology and consulting solutions. The role centers on identifying opportunities across Alteryx, finance automation, data & analytics, AI, ERP/EPM, and other digital transformation solutions, converting business problems into qualified consulting and solution prospects.
Ready to apply for roles like this?
Unlock the company name and direct application link. Subscribers get instant access to fresh jobs across Dubai, Abu Dhabi and Riyadh, many with visa support.
Unlock employer & apply directly
Key Responsibilities
1. CFO & Finance Stakeholder Engagement
- Engage with CFOs, Finance Directors, Controllers, and finance teams.
- Understand finance processes, pain points, priorities, and transformation initiatives.
- Conduct discovery workshops and stakeholder discussions.
- Build trusted relationships with finance leadership.
2. Finance Process Analysis
- Understand processes such as:
- Month-end / year-end close
- Management reporting
- Reconciliations
- Financial consolidation
- FP&A
- Budgeting and forecasting
- Accounts Payable / Receivable
- Data preparation and reporting
- Audit and compliance
- Identify manual, repetitive, Excel-heavy, and error-prone processes.
- Map AS-IS and TO-BE processes.
3. Solution & Opportunity Identification
- Identify where Alteryx, automation, AI, data platforms, and other solutions can improve finance processes.
- Develop business cases around efficiency, control, accuracy, and productivity.
- Identify cross-sell and transformation opportunities across the CFO organization.
- Translate business pain points into clearly defined solution opportunities.
4. Alteryx & Automation Consulting
- Understand Alteryx capabilities and identify relevant use cases.
- Position Alteryx alongside automation, data, and AI solutions where appropriate.
- Identify opportunities for workflow automation, data preparation, reconciliation, reporting, and analytics.
- Work with technical/solution teams to validate feasibility.
5. Solution Consulting & Presales
- Convert discovery findings into solution concepts.
- Prepare solution presentations, proposals, and SOW inputs.
- Define scope, deliverables, assumptions, and business outcomes.
- Support commercial discussions and client presentations.
- Coordinate with Solution Architects and technical teams.
6. Opportunity Management
- Maintain a pipeline of finance transformation opportunities.
- Qualify opportunities based on business need, urgency, budget, and potential value.
- Work closely with Sales & Commercial to progress opportunities.
- Ensure opportunities are properly documented in CRM.
- Support conversion from discovery → proposal → closure.
7. Delivery Handover
- Ensure the delivery team receives clear business requirements, process maps, use cases, and expected outcomes.
- Participate in solution handover and client workshops where required.
- Support UAT and client adoption for strategic engagements.
Ideal Candidate
- 4–8 years of experience in Finance Transformation, Finance Consulting, Business Analysis, Solution Consulting, or Technology Consulting.
- Strong understanding of CFO/Finance processes.
- Experience working with senior finance stakeholders.
- Strong analytical and problem-solving skills.
- Comfortable identifying business problems and translating them into technology solutions.
- Understanding of Alteryx, automation, data analytics, AI, or similar technologies is highly preferred.
- Strong presentation, communication, and stakeholder-management skills.
- Commercially aware and comfortable supporting presales.
- Ability to work independently in a growing consulting organization.
Success Measures
- Number and quality of CFO/Finance opportunities identified.
- Qualified Alteryx and transformation pipeline generated.
- Conversion of discovery opportunities into proposals and projects.
- Client engagement and stakeholder satisfaction.
- Quality of business/solution discovery.
- Revenue generated from finance transformation opportunities.
- Expansion of existing client relationships.
