Senior Associate, Financial Transformation

Exbo Group; United States; Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Early exposure to finance transformation and ERP-related work

Hands-on involvement in systems implementations

Direct access to senior leadership

Job summary

A U.S. professional services firm is seeking a Senior Analyst for its Finance Transformation practice. The role involves supporting client engagements with a focus on accounting processes and systems implementations. Candidates should have at least 4 years of relevant experience, strong Excel skills, and the ability to produce client-ready materials. This full-time position offers a flexible work model, balancing remote work and in-person collaboration.

Qualifications

• At least 4 years of experience in accounting, advisory, consulting, or a related role.
• Strong accounting foundation; CPA or CPA-track preferred.
• Advanced Excel skills (models, pivots, lookups, data organization).
• Experience creating professional, client-ready PowerPoint materials.
• Comfortable working in a fast-paced, client-facing environment.

Responsibilities

• Support current-state assessments of clients’ finance and accounting processes.
• Assist with accounting process improvements (e.g., close optimization).
• Prepare and review schedules, reconciliations, and supporting analyses.
• Support financial systems implementations and integrations.
• Develop client-ready PowerPoint materials to communicate process flows.
• Assist with Chart of Accounts mapping, data migration, and data validation
• Build and maintain Excel‑based models and templates to support system implementations
• Support post‑implementation reporting and dashboard enablement
• Develop client‑ready PowerPoint materials to communicate process flows and recommendations
• Support project management activities, including tracking action items, timelines, and deliverables

Skills

Strong accounting foundation; CPA or CPA-track preferred

Advanced Excel skills (models, pivots, lookups, data organization)

Experience creating professional, client-ready PowerPoint materials

Comfortable working in a fast-paced, client-facing environment

Accounting foundation

Tools

NetSuite

QuickBooks Online

Sage

Job description

Transforming Organizations Through Strategic HR Leadership

Exbo Group is a U.S. based professional services firm helping growth-stage and mid-market companies scale and professionalize their finance functions. Our Finance Transformation (FT) practice delivers accounting process improvement, finance systems implementation, and systems integration across platforms such as NetSuite, QuickBooks Online, Sage, and related automation tools.

We partner closely with CFOs, controllers, and operators to modernize finance operations and enable better reporting, controls, and decision‑making.

Role Overview

We are seeking a Senior Analyst to support client engagements across Exbo’s Finance Transformation practice. This role combines technical accounting, finance systems exposure, and consulting‑style project delivery, and is ideal for someone early in their career who wants hands‑on experience across accounting, systems, and transformation work.

The Senior Analyst will work closely with Managers and Directors, while supporting multiple client engagements and interacting directly with client finance teams.

Key Responsibilities

• Support current‑state assessments of clients’ finance and accounting processes
• Assist with accounting process improvements (e.g., close optimization)
• Prepare and review schedules, reconciliations, and supporting analyses
• Support diligence, post‑acquisition, and restructuring‑related finance work
• Support financial systems implementations and integrations, including requirements gathering and testing support (NetSuite, QuickBooks Online, Sage, or similar ERPs)
• Assist with Chart of Accounts mapping, data migration, and data validation
• Build and maintain Excel‑based models and templates to support system implementations
• Support post‑implementation reporting and dashboard enablement
• Develop client‑ready PowerPoint materials to communicate process flows and recommendations
• Support project management activities, including tracking action items, timelines, and deliverables

Qualifications

• At least 4 years of experience in accounting, advisory, consulting, or a related role
• Strong accounting foundation; CPA or CPA‑track preferred
• Advanced Excel skills (models, pivots, lookups, data organization)
• Experience creating professional, client‑ready PowerPoint materials
• Comfortable working in a fast‑paced, client‑facing environment

Why Join Exbo

• Early exposure to finance transformation and ERP‑related work, not just audit or BAU accounting
• Hands‑on involvement in systems implementations and process redesign
• Opportunity to work across accounting, systems, and transaction‑related projects
• Direct access to senior leadership and meaningful client responsibility
• Clear growth path to AVP within Finance Transformation

Work Model

This is a full‑time position based in New York, NY. We maintain a flexible model that balances remote work with in‑person collaboration from our NoHo office.

About Exbo Group

Exbo Group is a team of investment bankers, consultants, and accountants that grew out of a $400 M New York‑based venture capital fund. The fund’s portfolio companies had CEOs with strong visions and operating experience but lacked the technical financial expertise to scale. The companies needed a way to offload the complex administrative burden of running a finance department and interfacing with their investors. After providing financial analysis and advisory support for a firm’s successful $10 M Series A raise, several other funds and firms began to seek out Exbo Group’s assistance. Our team has grown substantially and now provides high‑touch accounting, finance advisory, tax and transaction services support to growth‑stage companies and middle‑market financial sponsors nationwide.

Working at Exbo Group

Exbo Group has four core values that will inform your experience working here:

• People are Paramount: Our people are the most important asset we have, and once great people are found, we give them the trust and autonomy to be the CEO of their role. We want to empower people with information rather than limit them with process.
• Client Obsession: Our clients are our lifeblood. We built our business to facilitate their growth and provide financial support in the areas they need most. We work vigorously to earn and keep customer trust to build a long‑term relationship.
• High Standards: We deliver a premium service to our customers and in return, they expect nothing but excellence. When problems inevitably pop up, they are addressed and fixed immediately. Our relentless focus is on maintaining a high bar for our work so that we can keep clients happy.
• Positive Energy: We know positivity and optimism benefit our work, and we harness positive energy as a vehicle toward greater awareness, growth, and collaboration. We believe in cultivating positive relationships within our team and with our clients to make our workplace a fun and inclusive environment to be a part of.

Exbo Group is an equal opportunity employer. We value a diverse workforce and an inclusive culture. We encourage applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, disability, and veteran status.