Overview
This role is for a Senior Associate (or Associate) to join the CFO Services – Digital Finance Transformation team. You will partner with CFOs, Controllers, and Private Equity sponsors to modernize finance functions, improve reporting transparency, and drive measurable business impact through technology-enabled solutions.
Responsibilities
- Partner directly with finance and private equity stakeholders to modernize finance functions
- Improve reporting transparency to support business performance outcomes
- Drive measurable impact using technology-enabled solutions
- Contribute to ERP modernization efforts, including finance transformation initiatives
- Translate between finance and technology teams to deliver scalable solutions in high-stakes environments
Requirements
- 4–8+ years of professional experience
- Bachelor’s degree in Accounting, Finance, Information Technology / Systems, Computer Science, Data Science, or Engineering
- Consulting or professional services experience required; Big 4 experience preferred
- Experience contributing to ERP implementation efforts within a broader finance transformation or consulting background
- Finance or accounting foundation (e.g., 13-week cash flow, three-statement modeling, financial statement analysis)
- Demonstrated proficiency in Power BI, Alteryx, and other similar programs
- Significant exposure to ERP platforms such as NetSuite (preferred), SAP S/4HANA, Oracle Cloud, or MS Dynamics 365
- Solid understanding of finance and accounting concepts including forecasting, working capital management, three-statement modeling, accounting advisory, and/or Audit
- Exceptional communication and collaboration skills
Preferred Qualifications
- Big 4 experience preferred
- NetSuite experience preferred
Compensation & Benefits
- Salary range: $100,000--$170,000 annually, dependent on variables including education, experience, skills, and geography
- Discretionary bonus program based on individual and firm performance; ask recruiter for details
- Full-time and part-time positions over 30 hours
- Regular employees working 30+ hours per week are eligible for fringe benefits including healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages (rates determined periodically) and a 401(k) retirement savings plan
- Provided eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan
- Paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave
- Vacation and personal day amounts vary based on tenure and role type
Location
Full-time and part-time positions available over 30 hours (location not specified in the provided description).
Equal Opportunity Employer
The employer provides and promotes equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination based on protected characteristics under applicable laws.
Unsolicited Resumes from Third-Party Recruiters
Unsolicited resumes from third-party recruiters are not accepted unless the recruiters are engaged to provide candidates for a specified opening.