Sr Financial Data Automation & Analytics Engi

Job Description

Job Description

CTTI is seeking a hands-on, outcome-oriented professional to design, build, and maintain automated Finance data workflows using Alteryx. This role is critical to reducing manual Finance processes, improving data accuracy, and enabling scalable, audit-ready analytics across the organization. The role sits at the intersection of Finance, Systems, and Analytics, owning automation pipelines that connect NetSuite (ERP), HubSpot (CRM), and Google Workspace Enterprise analytics platforms, with a forward-looking path to Power BI.

Core Objective Eliminate spreadsheet-driven and error-prone Finance workflows by automating ingestion, reconciliation, transformation, and reporting across enterprise systems—while establishing a governed analytics foundation that scales from Google-native tooling to Power BI.
Key ResponsibilitiesData Automation & Workflow Engineering

• Design, build, and maintain Alteryx workflows supporting Finance reporting, analytics, and operational decision-making.
• Automate recurring Finance reports, management reporting, and scheduled data pipelines
• Develop reusable Alteryx macros, analytic apps, and standardized components to reduce duplication and technical debt.

Systems Integration & Data Pipelines

• Integrate and reconcile data across core business systems, including:
  • NetSuite (ERP) – GL, AR/AP, revenue, expenses, budgeting
  • HubSpot (CRM) – pipeline, bookings, revenue attribution, customer lifecycle
  • Google Workspace Enterprise ecosystem, including:
    • BigQuery is the centralized analytical data store.
    • Looker / Looker Studio for governed, role-based reporting and visualization
    • Precog for managed data ingestion and Finance-grade synchronization
• Build Finance-ready data models that support cross-system reconciliation (CRM ↔ ERP ↔ Analytics)

Analytics Enablement & Reporting Architecture

• Support Finance and leadership reporting via Looker and Looker Studio using curated, trusted datasets.
• Partner with IT and Finance leadership to design a deliberate migration and coexistence strategy toward Power BI, including:
  • Preparing clean, well-modeled datasets suitable for Power BI consumption
  • Ensuring consistency of metrics across Google-based analytics and Power BI
  • Avoiding parallel metric definitions or reporting drift

Data Quality, Controls & Auditability

• Ensure accuracy, consistency, lineage, and auditability of Finance-related data outputs.
• Implement validation checks, reconciliations, and exception handling within Alteryx workflows.
• Support Finance in closing cycles, leadership reporting, and audit requirements with defensible data

Business Translation & Stakeholder Enablement

• Translate Finance and operational requirements into automated, production-ready solutions.
• Reduce reliance on spreadsheets, manual exports, and one-off reporting processes.
• Act as a trusted partner to Finance, Accounting, and IT on data feasibility and design decisions

Operations, Governance & Scale

• Troubleshoot workflow failures, data anomalies, and performance bottlenecks
• Document workflows, dependencies, and logic to support governance and continuity
• Establish standards for naming, versioning, scheduling, access control, and reuse
• Support production deployment, monitoring, and long-term maintainability

Required Skills & ExperienceTechnical Expertise

• Advanced hands-on experience with Alteryx Designer, including:
  • Advanced tools
  • Macros
  • Analytic Apps
• Strong SQL skills with experience querying large relational and analytical datasets
• Experience integrating with cloud data platforms, preferably BigQuery

Data, Finance & Analytics Acumen

• Strong understanding of data modeling, data quality, and governance principles, especially for financial data
• Experience working with ERP and CRM platforms, preferably NetSuite and HubSpot
• Familiarity with Looker / Looker Studio, data visualization best practices, and semantic modeling
• Exposure to Power BI or enterprise BI migrations strongly preferred

Ownership & Execution

• Proven ability to own solutions end-to-end, from requirements through production
• Comfortable operating in a fast-paced, SaaS-heavy environment with evolving priorities
• Strong bias toward automation, simplification, and long-term scalability

Strategic Context - This role is foundational to CTTI’s broader data strategy:

• Google Workspace Enterprise + BigQuery is the current analytics backbone.
• Precog for managed, reliable ingestion of Finance-critical data
• Look for governed reporting and metric consistency.
• A controlled, Finance-safe path to Power BI, not a rushed tool swap