Strategy & Operations - Data & Analytics Director

Elliott Davis, LLC

Charlotte, NC

JOB DETAILS
SKILLS
Accounting, Amazon Web Services (AWS), Artificial Intelligence (AI), Automation, Automation Systems, Budgeting, Business Development, Business Operations, Business Processes, Business Transformation, Career Development, Certified Public Accountant (CPA), Change Management, Cloud Computing, Coaching, Communication Skills, Computer Science, Consulting, Cross-Functional, Customer Acquisition, Customer Relations, Customer Support/Service, Data Analysis, Data Quality, Database Extract Transform and Load (ETL), Decision Support, Depth Perception, Emerging Technology, Executive Relationships, Finance, Financial Planning and Analysis (FP&A), Financial Systems, Information Technology & Information Systems, Information/Data Security (InfoSec), Leadership, Mentoring, Microsoft Excel, Microsoft Windows Azure, Office Equipment, Operational Measurement, Performance Management, Presentation/Verbal Skills, Problem Solving Skills, Process Improvement, Programming Languages, Project/Program Management, Proposal Development, Python Programming/Scripting Language, Recruiting/Staffing Agency, Requirements Management, Research Skills, SQL (Structured Query Language), Sales Management, Scalable System Development, Software Administration, Statistics, Structured Data, Talent Management, Team Building, Team Lead/Manager, Technical Delivery, Technical Operations, Time Management, Unstructured Data, Writing Skills
LOCATION
Charlotte, NC
POSTED
4 days ago

WHO WE ARE

Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices - located in the fastest growing cities in the US - are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.

About the Role

Elliott Davis is seeking an experienced, data-driven leader to join the Data & Analytics team within Strategy & Operations as a Director. This role combines client delivery, practice development, and team leadership responsibilities. The successful candidate will help clients define data strategies, automate business processes, build scalable analytics solutions, and deliver actionable insights that improve business performance.

The Director will lead client engagements, manage project scope and budgets, collaborate with executive and operational stakeholders, and oversee delivery of data and analytics solutions from strategy through deployment. The ideal candidate can bridge finance, accounting, technology, and business operations to create measurable client value and drive transformation initiatives.

In addition to client service responsibilities, this leader will contribute to business development efforts, including identifying opportunities, developing proposals, cultivating client relationships, and expanding Elliott Davis's Data & Analytics offerings.

What Success Looks Like

  • Build trusted advisor relationships with client executives and functional leaders

  • Lead multiple complex analytics, automation, and transformation engagements simultaneously

  • Develop scalable and repeatable solutions that create measurable business value for clients

  • Mentor and develop team members while helping expand the Data & Analytics practice

  • Contribute to growth through proposal development, relationship expansion, and cross-functional collaboration

Key Responsibilities

  • Lead client engagements by translating complex data into actionable insights that support strategic decision-making and business outcomes

  • Design, oversee, and execute analytics initiatives involving structured and unstructured data using modern analytical techniques.

  • Manage projects from requirements gathering through implementation while maintaining scope, budget, timelines, and stakeholder communication

  • Lead or support deployment of software, automation, and analytics solutions within enterprise environments and modern cloud platforms

  • Partner with stakeholders across finance, accounting, FP&A, operations, and technology functions to deliver cross-functional solutions

  • Advise clients on data governance, data quality, security considerations, and sustainable operating models that encourage enterprise adoption

  • Evaluate emerging technologies, including AI-enabled analytics and automation capabilities, that can improve client outcomes

  • Mentor and develop team members while promoting continuous learning and adoption of emerging technologies

  • Support recruiting, talent development, and team-building initiatives

  • Drive business development through relationship building, opportunity identification, and proposal development

  • Communicate complex technical concepts effectively to technical and non-technical audiences

Leadership & Consulting Competencies

  • Executive communication and stakeholder management

  • Client relationship development and trusted advisor mindset

  • Solution architecture and problem solving

  • Project and program leadership

  • Change management and user adoption

  • Business process transformation

  • Team development and mentoring

Technical Competencies

  • Data architecture and data modeling

  • Data analytics, visualization, and reporting

  • Workflow automation and process optimization

  • Python, SQL, and related programming languages

  • Data engineering concepts and practices

  • Finance and/or accounting knowledge

  • Enterprise software and analytics deployment

  • Modern cloud and data platforms (Azure, Databricks, AWS, Snowflake, or similar technologies)

  • Strong Excel proficiency

Qualifications & Experience

  • Bachelor's degree required; quantitative disciplines such as Accounting, Finance, Information Systems, Statistics, Computer Science, or related fields preferred

  • Experience in analytics, consulting, audit, technology implementation, or related client-service environments

  • Strong client-facing communication, presentation, and relationship-management skills

  • Experience in driving growth through both new and expanding existing relationships

  • Experience leading teams and managing complex engagements.

  • Demonstrated ability to independently research, solve problems, and develop practical solutions

  • Experience deploying and scaling analytics, automation, or data solutions within enterprise environments

  • Experience supporting middle-market organizations, private equity-backed companies, or other complex operating environments preferred

Preferred Technical Expertise

  • ETL and automation tools (Alteryx, Power Query, or similar platforms)

  • Business intelligence and visualization platforms (Power BI, Tableau, or equivalent)

  • Programming and analytics languages (Python preferred; R acceptable)

  • Data querying and database technologies (SQL and relational databases)

  • Cloud and modern data platforms (Azure, Databricks, Snowflake, AWS, or equivalent)

  • Travel expectations and work location requirements should be added based on firm policy and role expectations

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WHY YOU SHOULD JOIN US

We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater.

That's right - all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being:

  • generous time away and paid firm holidays, including the week between Christmas and New Year's
  • flexible work schedules
  • 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible)
  • first-class health and wellness benefits, including wellness coaching and mental health counseling
  • one-on-one professional coaching
  • Leadership and career development programs
  • access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally

NOTICE TO 3RD PARTY RECRUITERS

Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

ADA REQUIREMENTS

The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Requirements

While performing the duties of this job, the employee is:

  • Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone
  • Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus

Cognitive/Mental Requirements

While performing the duties of this job, the employee is regularly required to:

  • Use written and oral communication skills.
  • Read and interpret data, information, and documents.
  • Observe and interpret situations.
  • Work under deadlines with frequent interruptions; and
  • Interact with internal and external customers and others in the course of work.

About the Company

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Elliott Davis, LLC