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

Overview

This role is focused on Digital Finance Transformation within ERP Modernization for Private Equity Performance Improvement.

The organization is seeking a high-performing Associate or Senior Associate to join the CFO Services – Digital Finance Transformation team. 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

• Partner directly with CFOs, Controllers, and Private Equity sponsors on finance modernization initiatives
• Modernize finance functions and improve reporting transparency through technology-enabled solutions
• Contribute to ERP implementation efforts within broader finance transformation or consulting engagements
• Translate between finance and technology teams to enable scalable solution delivery
• Support work related to finance and accounting concepts such as forecasting, working capital management, and three-statement modeling
• Apply analytics and automation tools to improve finance processes and reporting

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
• 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 positions over 30 hours:
  • Healthcare plans; flexible spending and savings accounts; life, AD&D, and disability coverages (rates determined periodically)
  • 401(k) retirement savings plan and, provided eligibility requirements are met, an annual discretionary contribution
  • 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

Location

• Full-time and part-time positions over 30 hours
• Regular employees working 30 or more hours per week are entitled to participate in fringe benefits (eligibility requirements apply)

Additional Information

• The organization recruits on an ongoing basis; candidates are considered as they apply until the opportunity is filled.
• No unsolicited resumes from third-party recruiters unless engaged to provide candidates for a specified opening.
• Equal opportunity employer practices apply without discrimination based on protected characteristics as required by applicable laws.