CompIntelligence, Inc. Tech Stack

Financial operations consulting focused on equity compensation and OneStream implementations

Financial Services Oxford, Connecticut 51–200 employees Founded 2002 Privately Held

CompIntelligence advises mid-market finance and HR teams on OneStream deployments, equity compensation administration, and total compensation management. The stack—Snowflake, dbt, Power BI, Fivetran, Azure Data Factory—reflects a data-consolidation practice, while the project list (master data management, data governance, equity plan rollouts) signals a shift from pure consulting toward internal capability building in data architecture and compliance.

Tech Stack 14 technologies

Core Stackdbt Snowflake Power BI Fivetran Azure Data Factory GitHub Smartsheet Jira Microsoft Office Excel Qlik Git Azure SQL

What CompIntelligence, Inc. Is Building

◆Challenges

High volume equity plan administration
Process improvements in financial operations
Data integrity
Reconciliation of master equity records
Data insights technology alignment
Scalability governance enterprise value
Reducing manual risk
Complex equity program management
Rollout of master data management program
Implementing enterprise data governance strategy

▲Active Projects

New plan roll outs and communications
Policy and procedure enhancement
Develop firm-wide education and training sessions on equity compensation
Assist with year-end financial statement audits
Acquisitions model
Multifamily factor analysis
Equity plan changes and new program implementations
Master data management program rollout
Data catalog implementation
Data governance policy development

Hiring Activity

Accelerating7 roles · 5 in 30d

Department

Finance

Data

Product

Seniority

Manager

Mid

Senior

Lead

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About CompIntelligence, Inc.

CompIntelligence, founded in 2002 and based in Oxford, Connecticut, serves finance, accounting, and HR teams at mid-market organizations. The firm specializes in OneStream implementations, equity compensation administration, and total compensation management across planning, upgrades, data migrations, training, and support. Current work spans financial planning cycles, master data management rollouts, and data governance policy—indicating a move toward longer-term strategic engagements rather than transactional consulting.

HeadquartersOxford, Connecticut

Company Size51–200 employees

Founded2002

Hiring MarketsUnited States

Frequently Asked Questions

What is CompIntelligence's tech stack?

Primary tools: Snowflake, dbt, Power BI, Fivetran, Azure Data Factory, Qlik, SQL, Azure, GitHub, Jira, Smartsheet, and Microsoft Office. The mix reflects data integration and business intelligence delivery.

What projects is CompIntelligence working on?

Master data management program rollouts, data governance and catalog implementations, equity plan administration and rollouts, year-end audit support, and multifamily factor analysis and acquisitions modeling.