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

Overview

This role is for a Senior Associate (or Associate, depending on experience) in CFO Services — Digital Finance Transformation, within a Private Equity Performance Improvement Services practice.

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

• Modernize finance functions for portfolio companies and clients
• Improve reporting transparency to key drivers and business performance
• Support increasing cash and EBITDA through hands-on involvement
• Contribute to strategic finance and liquidity management initiatives
• Support accounting advisory and financial reporting solutions
• Drive working capital optimization efforts
• Participate in digital finance transformation activities, including ERP-enabled process improvements
• Support interim management engagements as needed
• 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 broader finance transformation or consulting work
• 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
• Proven ability to translate between finance and technology teams

Preferred Qualifications

• Big 4 consulting experience
• NetSuite experience

Compensation & Benefits

• Salary range: $100,000--$170,000 annually (dependent on factors including education, experience, skills, and geography)
• Discretionary bonus program based on factors including individual and firm performance (details available from the recruiter)
• Full-time and part-time positions over 30 hours
• Regular employees working 30+ hours/week may be eligible for fringe benefits including:
  • Healthcare plans
  • Flexible spending and savings accounts
  • Life, AD&D, and disability coverages
  • 401(k) retirement savings plan with an annual discretionary contribution (if eligibility requirements are met)
  • Paid time off (vacation, personal days)
  • Seventy-two (72) hours of sick time (prorated for part time employees)
  • Ten federal holidays
  • One floating holiday
  • Parental leave
• Vacation and personal day amounts vary based on tenure and role type

Location

Full-time and part-time positions over 30 hours.

Equal Opportunity

The employer is an equal opportunity employer and provides and promotes equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination based on protected characteristics as required by applicable laws.

Recruiter Policy

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