Overview
This role involves joining the CFO Services – Digital Finance Transformation team to support finance transformation initiatives for private equity portfolio companies.
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 by partnering with CFOs, Controllers, and Private Equity sponsors
- Improve reporting transparency and enable measurable business impact through technology-enabled solutions
- Contribute to scalable finance transformation efforts in high-stakes environments
- Support ERP implementation efforts within broader finance transformation or consulting contexts
- Translate between finance and technology teams to drive execution
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, 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 experience
- NetSuite experience
Compensation & Benefits
- Salary range: $100,000--$170,000 annually, dependent on education, experience, skills, and geography
- Discretionary bonus program based on factors including individual and firm performance; ask your recruiter for details
- Full-time and part-time roles over 30 hours
- Regular employees working 30+ hours per week may 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 (eligibility requirements apply)
- 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
Equal Opportunity
The organization is an Equal Opportunity Employer and provides and promotes equal opportunity in employment, compensation, and other terms and conditions without discrimination.
Unsolicited Resumes from Third-Party Recruiters
Unsolicited resumes from third-party recruiters are not accepted unless engaged for a specified opening.