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

Overview

This role supports Digital Finance Transformation under the CFO Services team, working with private equity held portfolio companies and finance leadership to modernize finance functions and improve reporting transparency.

You will partner directly with CFOs, Controllers, and Private Equity sponsors to drive measurable business impact using technology-enabled solutions, with a focus on ERP modernization and scalable finance process improvements.

Responsibilities

• Modernize finance functions for private equity portfolio companies through digital finance transformation initiatives
• Improve reporting transparency to key drivers and support increasing cash and EBITDA
• Contribute to finance transformation efforts, including ERP implementation support
• Translate between finance stakeholders and technology teams to deliver practical, scalable solutions
• Support analytics, automation, and reporting improvements using relevant tools and platforms
• Apply finance and accounting expertise to forecasting, working capital management, and three-statement modeling
• Provide accounting advisory and/or audit-related support as applicable to client needs

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; 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 recruiter for details)
• Full-time positions and part-time positions over 30 hours
• Regular employees working 30 or more hours per week are eligible for fringe benefits including:
  • Healthcare plans
  • Flexible spending and savings accounts
  • Life, AD&D, and disability coverages (rates determined periodically)
  • 401(k) retirement savings plan
  • Annual discretionary contribution to the 401(k) (if eligibility requirements are met)
  • 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 days vary based on tenure and role type

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 under applicable laws.

Additional Information

• Employment is considered on an ongoing basis as candidates apply until the opportunity is filled.
• Unsolicited resumes from third-party recruiters are not accepted unless the recruiter is engaged to provide candidates for a specified opening.