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

Overview

This role supports Digital Finance Transformation work within a Private Equity Performance Improvement (PEPI) practice. Responsibilities focus on helping private equity portfolio companies accelerate digital enablement in the finance function by modernizing data environments, automating processes, and building analytics-driven tools that deliver measurable business impact.

Responsibilities

• Work with CFOs, Controllers, and FP&A leaders to design, implement, and operationalize digital solutions that improve performance, transparency, and scalability.
• Modernize finance data environments and support automation of finance processes.
• Develop analytics-driven tools and applications that create measurable business impact.
• Build lightweight finance applications using Streamlit or Retool.
• Translate between finance and technology teams to ensure solutions meet finance and accounting operational needs.
• Support portfolio companies with credible plans and execution of financial outcomes through digital finance transformation.

Requirements

• 4–8+ years of professional experience; consulting or professional services experience preferred.
• Advanced Python programming experience, including familiarity with machine learning libraries (e.g., scikit-learn, TensorFlow, PyTorch).
• Strong SQL skills and experience with modern data platforms (Snowflake, Databricks, Azure Synapse, Microsoft Fabric).
• Experience with ETL/orchestration tools (Dagster, Temporal, Azure Data Factory, AWS Glue, Fivetran, Matillion).
• Demonstrated ability to develop lightweight finance applications using Streamlit or Retool.
• Solid understanding of finance and accounting concepts, including forecasting, working capital management, and three-statement modeling.
• Exceptional communication and collaboration skills; proven ability to translate between finance and technology teams.

Preferred Qualifications

• Experience in consulting or professional services.

Compensation & Benefits

• Salary range: $100,000–$170,000 annually, dependent on variables including education, experience, skills, and geography.
• Discretionary bonus program based on a number of factors, including individual and firm performance.

Full-time and part-time roles over 30 hours are eligible for 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 to the 401(k), provided 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

Work Schedule

• Full-time positions and part-time positions over 30 hours
• Regular employees working 30 or more hours per week are eligible for fringe benefits (subject to eligibility requirements)

Equal Opportunity

The employer provides and promotes equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination based on protected characteristics in accordance with applicable laws.

Recruiter Policy (Unsolicited Resumes)

Unsolicited resumes from third-party recruiters are not accepted unless engaged for a specified opening. Submissions of unsolicited resumes are made with the understanding that the employer may hire the applicant at its discretion without owing a fee to the submitting agency/person/entity.