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

Overview

This role is for an Associate or Senior Associate to join the CFO Services – Digital Finance Transformation team within Private Equity Performance Improvement Services.

In this position, 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. You will support finance transformation work with a strong focus on ERP systems, analytics, and automation.

Responsibilities

• Partner directly with CFOs, Controllers, and Private Equity sponsors to modernize finance functions
• Improve reporting transparency and drive measurable business impact through technology-enabled solutions
• Contribute to ERP implementation efforts within broader finance transformation or consulting engagements
• Apply finance and accounting expertise to support forecasting, working capital management, and financial modeling
• Translate between finance and technology teams to enable scalable solutions in high-stakes environments
• Support accounting advisory and/or audit-related work as applicable to engagement needs

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; proven ability to translate between finance and technology teams

Preferred Qualifications

• Big 4 experience
• ERP experience with NetSuite

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 (details available from recruiter)

Regular full-time and eligible part-time 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
• 401(k) retirement savings plan, including 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 days vary based on tenure and role type

Work Schedule

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

Equal Opportunity Employer

The employer is an equal opportunity employer and promotes employment and compensation without discrimination based on protected characteristics, in accordance with applicable laws.

Unsolicited Resumes from Third-Party Recruiters

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