Senior Associate​/Manager – Enterprise Data Advisory

Senior Associate / Manager – Enterprise Data Advisory

We are seeking a high impact Senior Associate / Manager to join our Enterprise Data Advisory practice, supporting finance transformation initiatives across enterprise data platforms. This role partners directly with senior leaders to help organizations move from report-ready data to decision-ready, AI-governed data. You will work across strategy and execution, bridging finance, data, and technology to deliver practical, scalable solutions. You will play a critical role in helping clients modernize financial reporting, improve data governance, and unlock automation across platforms such as Workiva, Net Suite, Fusion, SAP ECC/S4, One Stream, Oracle, and cloud data environments (AWS, Snowflake, Big Query).

• Client Delivery & Advisory
  • Support and lead finance data transformation engagements, including:
  • financial data lineage & mapping
  • AI data readiness assessments & scorecards
  • ESG / sustainability reporting evaluations
  • Close optimization and reporting automation initiatives
  • Translate complex finance and system environments into clear, executive ready insights
• Data & Integration Execution
  • Help design and support integration pipelines across:
  • ERP systems (Net Suite, SAP, Oracle, Fusion, etc.)
  • Reporting tools (Workiva, EPM, Looker, Power BI)
  • Cloud data platforms (S3, Snowflake, Big Query)
  • Assist in building and configuring:
  • Workiva Wdata pipelines, Chains, and data models
  • Data mapping, transformation logic, and validation checks
  • Support development of “Integration Hub” concepts to centralize finance data
• Governance, Controls & Risk
  • Assess and document:
  • Data ownership, configurations and controls, and governance gaps
  • Risks in financial reporting and disclosures
  • Help implement frameworks for:
  • AI / Automation governance and data quality
  • Audit-ready financial processes
  • Support clients in reducing reliance on manual processes
• Deliverables & Assets
  • Create high-quality, structured outputs including:
  • Data lineage diagrams
  • AI/Automation/Data readiness scorecards & heatmaps
  • Process flows and operating models
  • Executive presentations and board level materials
  • Contribute to reusable firm assets:
  • Service offerings (AI, Automation, Financial Data Architecture, ESG, Integration Hub)
  • Accelerators, templates, and playbooks
• Business Development Support
  • Support proposal development, SOWs, and client presentations
  • Help articulate value, ROI, and business impact to executive stakeholders
  • Contribute to thought leadership

• Core Experience
  • 3+ years of experience in Consulting, finance transformation, or data advisory
  • ERP/EPM/BI reporting environments
• Strong understanding of financial statements, close process, and reporting structures
• Strong understanding of data flows and data lineage across finance systems
• Technical & Functional Skills
  • Experience with one or more:
  • Workiva (Wdata, Chains, reporting)
  • SQL / data transformation logic
  • Cloud data platforms (AWS S3, Snowflake, Big Query)
  • Familiarity with:
  • Data modeling, mappings, and ETL concepts
  • Regulatory, ESG or sustainability reporting (a plus)
• Consulting & Communication Skills
  • Ability to:
  • Break down complex problems into clear, structured insights
  • Communicate effectively with both finance and IT stakeholders
  • Build executive-ready deliverables
  • Strong attention to detail with a bias toward action and outcomes
• Mindset & Fit
  • Curious, proactive, and comfortable operating in ambiguity
  • Able to balance strategy + execution
  • Strong ownership mentality, someone who can run with work, not wait for it
  • Interest in AI, automation, and the future of modern finance
• What Success Looks Like
  • You quickly become a trusted extension of the engagement lead
  • You can independently manage work streams and deliverables
  • You help clients uncover insights they didn’t know they were missing
  • You contribute to building new offerings, not just delivering work
• Why This Role is Different
  • Not a traditional consulting role
  • Build next‑generation capabilities in AI‑ready finance data environments, ESG and regulatory reporting transformation, and integrated data ecosystems across ERP + reporting platforms
  • Work closely with senior leaders and have real influence on how organizations…