Data Transformation Lead

Our client's Finance, Technology & Innovation organization is accelerating business‑led process automation, analytics, and data efficiency across Finance, Accounting, and FP&A. We’re seeking an experienced process oriented and technical consultant to act as the operational right hand to the Director, orchestrating delivery across a squad of Power Platform and Alteryx consultants and ensuring outcomes that directly improve financial processes and decision support.

Key Responsibilities

Program Leadership & Delivery
Own the end‑to‑end delivery plan for Finance innovation initiatives—intake, prioritization, backlog grooming, sprint planning, execution, and release management—ensuring measurable impact on Finance/Accounting/FP&A outcomes.
Translate business objectives into clear project scopes, acceptance criteria, and value hypotheses for analytics and automation work (Power BI dashboards & models; Alteryx workflows & data pipelines).
Maintain an outcomes‑based roadmap that balances quick wins with platform sustainability; coordinate dependencies with enterprise IT and data teams while keeping ownership with the business.

Team Management (Power Platform / Alteryx Consultants)
Provide day‑to‑day direction for a multi‑consultant squad, including sprint goals, issue triage, and delivery unblockers; facilitate technical design reviews for DAX models, semantic layers, Alteryx ETL patterns, and data quality controls.
Establish development standards (naming conventions, versioning, deployment pipelines, access controls, documentation) and enforce peer reviews and validation before production release.
Coach consultants on business context and “automation mindset,” ensuring solutions align to process excellence and continuous improvement principles.

Stakeholder Engagement & Change Management
Lead recurring touchpoints with Finance leadership, process owners, and IT partners; align on priorities, communicate progress, and manage expectation setting.
Drive adoption through training plans, playbooks, and metrics that demonstrate business value and transparency.

Governance, Compliance & Vendor Management
Run a crisp governance cadence (stand‑ups, sprint reviews, retrospectives, risk/issue reviews); maintain artifacts (charter, RACI, RAID).
Ensure SOW/MSA compliance for external resources (e.g., payment terms, conversion terms) and operational hygiene

Measurement & Reporting
Define and track KPIs: cycle time, defect escape rate, adoption/usage, financial impact (hours saved, error reduction), and stakeholder satisfaction—reporting up to the Director and Finance leadership.


Finance innovation at our client is a business‑owned transformation. The Lead ensures the business gets reliable, secure, and scalable automation—coordinating closely with IT while keeping Finance needs front and center.

Pay will be between $65.00-$85.00 depending on the skills and qualifications of candidate.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Required Qualifications
7+ years’ project/program management experience delivering data/analytics or automation initiatives within Finance/Accounting/FP&A contexts.
Hands‑on familiarity with Power Platform (data modeling, DAX, Power Query, Service governance) and Alteryx (ETL design, workflow orchestration, data quality), with the ability to guide technical decisions and review deliverables.
Proven stakeholder engagement across business and IT; adept at translating finance process needs into technical requirements and vice versa.
Strong agile practices (scrum/kanban), backlog management, and release governance; excellent communication and facilitation skills.
Vendor/SOW management experience in a remote, multi‑consultant environment.
Preferred Qualifications
Experience building data products for Finance organizations (close & consolidation, working capital, margin analytics, planning/forecasting, compliance/controls).
Exposure to Power Platform and Azure data services; familiarity with enterprise deployment pipelines and role‑based security.

Experience Building out Transformative teams in the past within established and new companies
Willingness to roll up sleeves and build solutions in Alteryx and Power Platform as needed

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.