Leads finance transformation and operations consulting engagements for CFOs, controllers, and treasurers. Responsibilities include optimizing finance structures and processes, improving controls and back-office operations, analyzing financial data, developing models and forecasts, reviewing statements, implementing financial systems and controls, managing client projects, and mentoring junior consultants. The role emphasizes finance process optimization, transformation initiatives, financial modeling, operational excellence, and client relationship development.
The Opportunity
As a Finance Transformation - Finance Operations Consulting - Senior Associate, you will work alongside CEOs, CFOs, controllers, and treasurers to optimize the structure of their finance functions and enhance their contribution to the business. Within our Finance practice, you will address challenges in achieving appropriate standards of control and support the business through insightful strategies and streamlined processes. As a Senior Associate, you will leverage your skills to analyze complex problems, mentor others, and maintain professional standards. You will focus on building client relationships and developing a deeper understanding of the business context.
In this role, you will be part of a team that transforms finance functions by executing strategies to reduce complexity and optimize technology use. You will have the opportunity to guide and mentor junior team members, fostering a culture of continuous improvement. By navigating complex situations and embracing ambiguity, you will grow your personal brand and deepen your technical skills. This position offers a chance to make meaningful client connections and deliver quality solutions that align with the firm's overall business strategies.
Responsibilities
- Collaborating with finance leaders to optimize finance function structures and enhance business contributions
- Streamlining processes and utilizing technology to reduce operational complexity and improve efficiency
- Supporting clients in achieving appropriate standards of control and efficient back-office operations
- Executing strategies to deliver cost-effective, quality services to stakeholders
- Analyzing financial data to provide insights and challenge business decisions
- Managing financial operations consulting projects, confirming alignment with client objectives
- Developing financial models and forecasts to support strategic decision-making
- Reviewing financial statements and reports for accuracy and relevance
- Implementing financial internal controls to safeguard assets and validate compliance
- Guiding and mentoring junior team members to foster professional growth and development
What You Must Have
- At least a Bachelor's degree
- At least 3 years of experience
What Sets You Apart
- Preference for at least one of the following fields of study: Accounting, Analytics/Data Science, Business Administration/Management, Computer Science/Information Systems, Finance, Mathematics/Statistics, Risk Management/Insurance
- At least one of the following: Current pursuit of or an active Certified Public Accountant (CPA) license
- Experience in record to report, procure to pay, order to cash cycles
- Supporting complex finance transformation initiatives
- In-depth knowledge of finance process optimization and financial systems implementations
- Implementing GenAI and digital finance transformation solutions
- Demonstrating analytical thinking and problem-solving skills in finance operations
- Experience in managerial cost accounting and financial modeling
- Excelling in financial statement analysis and preparation
- Managing financial services operations with a focus on operational excellence
- Embracing change and adapting to evolving industry trends
The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Learn more about how we work: https://pwc.to/how-we-work
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
As a Finance Transformation - Finance Operations Consulting - Senior Associate, you will work alongside CEOs, CFOs, controllers, and treasurers to optimize the structure of their finance functions and enhance their contribution to the business. Within our Finance practice, you will address challenges in achieving appropriate standards of control and support the business through insightful strategies and streamlined processes. As a Senior Associate, you will leverage your skills to analyze complex problems, mentor others, and maintain professional standards. You will focus on building client relationships and developing a deeper understanding of the business context.
In this role, you will be part of a team that transforms finance functions by executing strategies to reduce complexity and optimize technology use. You will have the opportunity to guide and mentor junior team members, fostering a culture of continuous improvement. By navigating complex situations and embracing ambiguity, you will grow your personal brand and deepen your technical skills. This position offers a chance to make meaningful client connections and deliver quality solutions that align with the firm's overall business strategies.
Responsibilities
- Collaborating with finance leaders to optimize finance function structures and enhance business contributions
- Streamlining processes and utilizing technology to reduce operational complexity and improve efficiency
- Supporting clients in achieving appropriate standards of control and efficient back-office operations
- Executing strategies to deliver cost-effective, quality services to stakeholders
- Analyzing financial data to provide insights and challenge business decisions
- Managing financial operations consulting projects, confirming alignment with client objectives
- Developing financial models and forecasts to support strategic decision-making
- Reviewing financial statements and reports for accuracy and relevance
- Implementing financial internal controls to safeguard assets and validate compliance
- Guiding and mentoring junior team members to foster professional growth and development
What You Must Have
- At least a Bachelor's degree
- At least 3 years of experience
What Sets You Apart
- Preference for at least one of the following fields of study: Accounting, Analytics/Data Science, Business Administration/Management, Computer Science/Information Systems, Finance, Mathematics/Statistics, Risk Management/Insurance
- At least one of the following: Current pursuit of or an active Certified Public Accountant (CPA) license
- Experience in record to report, procure to pay, order to cash cycles
- Supporting complex finance transformation initiatives
- In-depth knowledge of finance process optimization and financial systems implementations
- Implementing GenAI and digital finance transformation solutions
- Demonstrating analytical thinking and problem-solving skills in finance operations
- Experience in managerial cost accounting and financial modeling
- Excelling in financial statement analysis and preparation
- Managing financial services operations with a focus on operational excellence
- Embracing change and adapting to evolving industry trends
The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Learn more about how we work: https://pwc.to/how-we-work
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
PwC Boston, Massachusetts, USA Office
101 Seaport Boulevard, Boston, MA, United States, 02210
Similar Jobs at PwC
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Lead advisory engagements that improve clients’ financial planning, forecasting, reporting, and performance management. Design OneStream-enabled technology solutions, develop KPIs and financial frameworks, oversee multiple projects, analyze data for executive decisions, guide financial planning, build client relationships, drive business growth, and mentor professionals.
Top Skills:
Onestream
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Assists with corporate, partnership, multistate, and international tax return preparation, compliance, research, planning, and reporting. Supports tax strategies, provisions, modeling, regulatory consulting, and data analytics initiatives while collaborating with client service teams across diverse industries. The role is designed for candidates completing an accounting degree and CPA eligibility requirements, with opportunities to develop technical, client relationship, teamwork, and tax consulting skills.
Top Skills:
AIData Analytics
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Supports tax consulting teams with corporate tax returns, compliance documents, tax research, international and multistate planning, tax models, provisions, audits, and regulatory strategies. The intern analyzes tax regulations and data to identify optimization opportunities while developing consulting, communication, and professional skills under the guidance of experienced tax professionals.
Top Skills:
Artificial IntelligenceData Analytics
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories

