Alteryx Consultant
Alteryx Consultant - Fund Accounting (Audit Support)
6+ Months Contract
New York, NY-Remote Work 100%
Primary Skills
PowerBI
Job Description
We are searching for a candidate to design, develop, implement and maintain complex Alteryx workflows specifically to support the Fund Accounting group's annual audit process.
Required Skills - Alteryx, Fund Accounting
Job Duties -
• Design, develop, implement and maintain complex Alteryx workflows specifically to support the Fund Accounting group's annual audit process.
• Execute Alteryx workflows to replicate and validate key financial calculations and processes as part of the annual audit cycle.
• Migrate existing Alteryx workflows to Microsoft tools: Power BI/PowerApps.
• Collaborate closely with the Fund Accounting team to understand data sources, existing processes, calculation logic and audit requirements.
• Identify, troubleshoot and resolve issues within Alteryx workflows to ensure data accuracy and timely completion of audit-related tasks.
• Develop and implement strategies for centralizing data, workflow documentation and results related to the Alteryx audit process.
• Create and maintain comprehensive documentation for all Alteryx workflows,including data lineage, processing logic and output validation steps.
• Assist in gathering, cleaning and preparing data from various sources for use within Alteryx workflows.
• Communicate workflow status, findings and potential issues clearly to team members and management.
• Identify opportunities for process improvement and enhanced efficiency within the Alteryx audit procedures.
Job Requirements -
• Proven proficiency with Alteryx Designer, including building complex data preparation, blending and analytical workflows. Alteryx Designer Core or Advanced Certified.
• Demonstrable experience using Alteryx for data manipulation, ETL, process automation, and reconciliation tasks.
• Demonstrable experience in migrating Alteryx workflows to Microsoft tools: Power BI/PowerApps.
• Strong understanding of data management principles and best practices.
• Experience working with diverse data sources (e.g., databases, spreadsheets, text files).
• Excellent analytical and problem-solving skills with high attention to detail and accuracy.
• Ability to understand and translate business requirements (specifically audit and accounting needs) into effective Alteryx solutions.
• Strong organizational skills with the ability to manage tasks, document processes thoroughly, and meet deadlines, particularly during the critical annual audit period.
• Effective communication skills to collaborate with accountants and external auditors.
• Ability to work independently and take ownership of Alteryx-related audit tasks.
• Degree in Finance, Accounting, Information Systems or a related quantitative field.
• Experience within the financial services industry, particularly asset management, private equity, or fund accounting.Understanding of fund accounting principles and audits.
• Experience with SQL querying and familiarity with data visualization tools.
Required Skills & Experience - - Banking/Finance industry experience
- Project management experience
• - Team lead experience
Alteryx Consultant - Fund Accounting (Audit Support)
6+ Months Contract
New York, NY-Remote Work 100%
Primary Skills
PowerBI
Job Description
We are searching for a candidate to design, develop, implement and maintain complex Alteryx workflows specifically to support the Fund Accounting group's annual audit process.
Required Skills - Alteryx, Fund Accounting
Job Duties -
• Design, develop, implement and maintain complex Alteryx workflows specifically to support the Fund Accounting group's annual audit process.
• Execute Alteryx workflows to replicate and validate key financial calculations and processes as part of the annual audit cycle.
• Migrate existing Alteryx workflows to Microsoft tools: Power BI/PowerApps.
• Collaborate closely with the Fund Accounting team to understand data sources, existing processes, calculation logic and audit requirements.
• Identify, troubleshoot and resolve issues within Alteryx workflows to ensure data accuracy and timely completion of audit-related tasks.
• Develop and implement strategies for centralizing data, workflow documentation and results related to the Alteryx audit process.
• Create and maintain comprehensive documentation for all Alteryx workflows,including data lineage, processing logic and output validation steps.
• Assist in gathering, cleaning and preparing data from various sources for use within Alteryx workflows.
• Communicate workflow status, findings and potential issues clearly to team members and management.
• Identify opportunities for process improvement and enhanced efficiency within the Alteryx audit procedures.
Job Requirements -
• Proven proficiency with Alteryx Designer, including building complex data preparation, blending and analytical workflows. Alteryx Designer Core or Advanced Certified.
• Demonstrable experience using Alteryx for data manipulation, ETL, process automation, and reconciliation tasks.
• Demonstrable experience in migrating Alteryx workflows to Microsoft tools: Power BI/PowerApps.
• Strong understanding of data management principles and best practices.
• Experience working with diverse data sources (e.g., databases, spreadsheets, text files).
• Excellent analytical and problem-solving skills with high attention to detail and accuracy.
• Ability to understand and translate business requirements (specifically audit and accounting needs) into effective Alteryx solutions.
• Strong organizational skills with the ability to manage tasks, document processes thoroughly, and meet deadlines, particularly during the critical annual audit period.
• Effective communication skills to collaborate with accountants and external auditors.
• Ability to work independently and take ownership of Alteryx-related audit tasks.
• Degree in Finance, Accounting, Information Systems or a related quantitative field.
• Experience within the financial services industry, particularly asset management, private equity, or fund accounting.Understanding of fund accounting principles and audits.
• Experience with SQL querying and familiarity with data visualization tools.
Required Skills & Experience - - Banking/Finance industry experience
- Project management experience
• - Team lead experience
