Senior Associate / Manager – Enterprise Data Advisory

Eliassen Group; Montpelier (VT); Remote; USD 130,000 - 190,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401(k) with company match

PTO and paid leave

Job summary

Eliassen Group is seeking a Senior Associate/Manager to join its Enterprise Data Advisory practice, empowering clients to move from report-ready data to decision-ready, AI-governed data. You will collaborate with senior leaders to modernize financial reporting, improve governance, and enable automation across platforms like Workiva, NetSuite, SAP, Oracle, and cloud data environments.

The role emphasizes bridging finance, data, and technology to deliver scalable solutions and executive-level

Qualifications

• 3+ years in consulting, finance transformation, or data advisory.
• Experience with ERP/EPM/BI reporting environments.
• Strong understanding of financial statements and close processes.

Responsibilities

• Lead finance data transformation engagements with executive stakeholders.
• Design and support integration pipelines across ERP, BI tools and cloud data platforms.
• Create data lineage diagrams, scorecards, and governance artifacts.
• Develop executive-ready deliverables and contribute to thought leadership.

Skills

Consulting

Finance transformation

Data advisory

ERP/BI reporting

Tools

Workiva

SQL

AWS S3

Snowflake

BigQuery

Looker

Power BI

Job description

Senior Associate / Manager - Enterprise Data Advisory

Anywhere

Type: Permanent

Workplace Type: Remote

Date Posted: 08/30/2026

Shortcut: http://internalcareers.eliassen.com/b7MpNa

#EliassenCorporate

All About Us

Eliassen Group is a leading strategic consulting company that provides business and IT services for our clients as they seek to transform and execute strategies that will drive exceptional outcomes. Leveraging over 30 years of success, we focus on professional services, talent solutions, and life sciences. Eliassen Group offers local community presence and deep networks. We are committed to positively impacting the lives of our employees, clients, consultants, and the communities in which we operate. Most recently, Energage named Eliassen Group a winner of theTop Workplaces Award (https://www.eliassen.com/newsroom/energage-names-eliassen-group-a-winner-of-the-top-workplaces-2023-award) , and we have been recognized as aUS Best Managed Company (https://www.eliassen.com/newsroom/eliassen-group-recognized-as-a-us-best-managed-company) . To learn more about our award-winning culture, visit theEliassen Experience (https://www.eliassen.com/eliassen-experience) .

Role Overview

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 but not limited to, Workiva, NetSuite, Fusion, SAP ECC/S4, OneStream, Oracle, and cloud data environments (AWS, Snowflake, BigQuery).

What You'll Do

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 (NetSuite, SAP, Oracle, Fusion, etc.)
  • Reporting tools (Workiva, EPM, Looker, Power BI)
  • Cloud data platforms (S3, Snowflake, BigQuery)
• 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

What We’re Looking For

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
  • 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, BigQuery)
• 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 workstreams 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

This is not a traditional consulting role.

You will be part of building next-generation capabilities in:

• AI-ready finance data environments
• ESG and regulatory reporting transformation
• Integrated data ecosystems across ERP + reporting platforms

You’ll work closely with senior leaders and have real influence on how organizations evolve and modernize, not just document it.

Bonus

• Experience with Workiva ecosystem
• Exposure to private equity, M&A, or multi-entity environments
• Background in accounting, finance, or analytics

This role works closely with senior leadership in our Enterprise Data Advisory practice, helping shape how organizations move from fragmented reporting to intelligent, automated and scalable data decision-making. If you’re someone who likes building, solving real problems, and working at the intersection of finance, data, and technology, this is for you.

Base Salary Range: $190,000 - $130,000

This position includes additional variable compensation in the form of an annual bonus opportunity.

W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans, some with an Employer HSA contribution), dental, vision, pre-tax accounts, other voluntary benefits, basic life and disability insurance, 401(k) with match, and PTO consisting of 10 holidays, 5 sick days (or more if required by law in the state/locality where you work), 15+ days of vacation (based on tenure), bereavement leave, and 6-8 weeks paid maternity/disability leave and 2-4 weeks paid parental leave (based on tenure).