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

Overview

This role supports Digital Finance Transformation within a CFO Services team focused on ERP modernization and measurable finance-function improvements for private equity portfolio companies.

You will partner with CFOs, Controllers, and Private Equity sponsors to modernize finance functions, improve reporting transparency, and deliver business impact through technology-enabled solutions.

Responsibilities

• Modernize finance functions for portfolio companies through digital finance transformation initiatives
• Drive improvements in reporting transparency and measurable business impact
• Contribute to ERP implementation efforts within broader finance transformation and/or consulting engagements
• Translate between finance and technology teams to align requirements, solutions, and delivery
• Apply finance and accounting expertise (including forecasting, working capital management, and three-statement modeling) to support transformation work
• Use analytics and automation tools to support scalable solutions in high-stakes environments

Requirements

• 4-8 plus 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, 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, including the ability to translate between finance and technology teams

Preferred Qualifications

• Big 4 consulting or professional services experience

Compensation & Benefits

• Salary range: $100,000--$170,000 annually, dependent on education, experience, skills, and geography
• Discretionary bonus program based on a number of factors, including individual and firm performance (ask recruiter for details)
• Full-time and part-time positions over 30 hours
• Regular employees working 30 or more hours per week may participate in fringe benefits including healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically, plus a 401(k) retirement savings plan
• Provided eligibility requirements are met, employees 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 availability varies based on tenure and role type

Additional Information

• Candidates are considered as they apply until the opportunity is filled.
• Equal opportunity employer.
• No unsolicited resumes from third-party recruiters unless engaged to provide candidates for a specified opening.