Director – Data Strategy, Enterprise Reporting and Implementation

This is a fully remote position, open to applicants in United States.

📋 Description

• Lead the development and execution of data, AI, and technology strategy services.

• Provide guidance to CFOs and CIOs regarding AI-first data strategies and their implementation roadmaps.

• Act as the Solution Architect for scalable enterprise data infrastructures across cloud platforms.

• Oversee the processes of data ingestion, storage, transformation, and semantic modeling to establish a single source of truth.

• Design financial data architectures that integrate ERP and EPM systems.

• Architect AI platforms and autonomous solutions while spearheading finance and operations AI use cases.

• Build foundational data structures for private equity and mid-market portfolio organizations.

• Establish governance, security, and compliance standards; enhance ETL pipelines and create predictive analytics models.

• Conduct client interviews, pinpoint root causes, document requirements, and perform current-state/future-state gap analyses.

• Present executive-level insights to CFOs and CIOs.

• Develop and execute firm-approved AI-enabled solutions for clients.

• Manage client accounts, projects, engagements, work plans, staffing, timelines, fees, and budgets.

• Drive business development and market services to potential clients.

• Address issues, mitigate risks, and resolve conflicts within project teams.

• Create delivery methodologies, service offerings, and go-to-market strategies.

• Assess emerging technologies and propose data infrastructure and analytics solutions.

• Manage, mentor, coach, and evaluate team members.

⛳️ Requirements

• Extensive hands-on experience in designing and implementing foundational cloud data environments on Snowflake, Databricks, and Microsoft Fabric.

• Proficiency in ingestion and integration, lakehouse and warehouse architecture, data modeling, and modernization of data architecture.

• Experience in creating semantic layers, governed metrics, business definitions, and finance data models.

• Proven track record in collaborating with CFOs and CIOs on data foundations, finance analytics, AI solutions, ERP, and EPM integrations.

• Familiarity with AI-ready data models, metadata management, data catalogs, data lineage, data quality and observability, unstructured data processing, vector search, RAG pipelines, role-based security, access controls, and AI governance.

• Understanding of Lead to Cash / Order to Cash, Procure to Pay, Record to Report, and Hire to Retire processes.

• Knowledge of Agile, Scrum, Lean, or Waterfall project management methodologies.

• Private equity experience is essential, including collaboration with CFOs and CIOs at mid-market, PE-backed portfolio firms.

• Exceptional presentation and communication skills with an executive presence.

• Proven success in building and developing robust client relationships.

• Experience in generating new business, enhancing relationships, and increasing bookings.

• Background in managing client and/or internal teams.

• AI-first mindset and responsible use of firm-approved AI tools.

• Willingness to learn and implement emerging technologies, including AI and automation.

• Strong passion for mentoring and leading teams.

• Bachelor’s degree in Accounting, Finance, Information Systems, Computer Science, or a related field.

• Willingness to travel up to 30%.

🏝️ Benefits

• Comprehensive healthcare options, which include medical, dental, and vision coverage.

• Flexible spending accounts.

• 401(k) plan with company matching contributions.

• Generous parental and maternity leave policies.

• Technology stipends.

• Wellness reimbursement programs.

• Support for professional growth.