Digital Finance Transformation – ERP Modernization: Senior Associate – Private Equity Performance Improvement (OPEN TO ALL US LOCATIONS)

Overview

This role is part of the CFO Services – Digital Finance Transformation team, within the Private Equity Performance Improvement Services (PEPI) practice. The position partners with CFOs, Controllers, and Private Equity sponsors to modernize finance functions, improve reporting transparency, and deliver measurable business impact through technology-enabled solutions.

The work focuses on helping portfolio companies establish credible plans and the ability to execute and deliver financial outcomes, including support to preserve and generate value for businesses.

Responsibilities

• Partner directly with CFOs, Controllers, and Private Equity sponsors to modernize finance functions
• Improve reporting transparency to key drivers and overall business performance
• Support increasing cash and EBITDA through technology-enabled solutions
• Contribute to strategic finance initiatives such as liquidity management and finance transformation
• Provide accounting advisory and financial reporting solutions
• Support working capital optimization efforts
• Assist with interim management and hands-on involvement in client operations as needed
• Translate between finance and technology teams to drive scalable ERP and analytics/automation solutions

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 required (e.g., 13-week cash flow, three-statement modeling, financial statement analysis)
• Demonstrated proficiency in Power BI and 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

• ERP implementation experience with NetSuite (preferred)

Compensation & Benefits

• Salary range: $100,000–$170,000 annually, dependent on education, experience, skills, and geography
• Discretionary bonus program based on individual and firm performance (ask your recruiter for details)
• Full-time positions and part-time positions over 30 hours
• Regular employees working 30 or more hours per week are entitled to participate in fringe benefits including:
  • Healthcare plans
  • Flexible spending and savings accounts
  • Life, AD&D, and disability coverages (rates determined periodically)
  • 401(k) retirement savings plan, including an annual discretionary contribution if eligibility requirements are met
  • 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 availability varies based on tenure and role type

Equal Opportunity

The employer provides and promotes equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination.

Recruiter Policy

Unsolicited resumes from third-party recruiters are not accepted unless engaged to provide candidates for a specified opening.