Staff Associate, Advisory: AI-Driven ERP & BI

Wiss; Florham Park (NJ); On-site; USD 70,000 - 95,000; Full time

Job summary

Wiss seeks a Staff Associate, Advisory (ERP Implementation; Business Intelligence & Technology) in Florham Park, NJ. The role offers hands-on ERP and AI-native platform work, shaping client solutions and workflows with modern AI tools.

You will prepare reports, dashboards, and insights while collaborating across client teams and WissLabs to turn finance processes into AI-assisted workflows. Ideal candidates hold a bachelor's degree and bring strong analytical and communication skills, with the

Qualifications

• Bachelor's degree required.
• Strong analytical and problem-solving skills to troubleshoot issues and ensure data accuracy.
• Excellent communication skills for client-facing interactions and team collaboration.
• Experience creating reports, dashboards, and saved searches to support decision-making.
• Ability to manage multiple projects and meet deadlines in a fast-paced environment.

Responsibilities

• Assist in ERP and AI-native accounting platform implementations, enhancements, and optimization.
• Configure system settings, including workflows, forms, custom fields, and role-based permissions.
• Execute data import scenarios (CSV imports, templates) and validate data accuracy.
• Develop and maintain saved searches, reports, and dashboards to meet client reporting needs.
• Perform system testing, troubleshoot issues, and document resolutions.
• Support user access management, including roles and permissions setup.
• Collaborate to gather business requirements and translate them into system configurations and AI-assisted workflows.
• Provide end-user training and create documentation for processes and configurations.
• Assist with ongoing system maintenance, updates, and minor customizations.
• Apply AI and LLM tools (Claude, ChatGPT, Copilot, and similar) to client deliverables such as document extraction, reconciliations, financial analysis, and report generation.
• Partner with WissLabs innovation team on experiments that turn manual finance processes into AI-assisted workflows, including building and testing prompts, evaluations, and small AI skills or agents.
• Gain hands-on exposure to emerging AI-native accounting and finance platforms and help evaluate them for client fit.
• Participate in quality assurance and ensure deliverables meet client expectations.
• Client-facing responsibilities: Join and lead client meetings to capture requirements and provide solutions with technology; Support preparation of Statements of Work (SOW) and project scoping activities; Ability to manage multiple projects at a time and adhere to deadlines.

Skills

Analytical thinking

Communication skills

Project management

Adaptability

Team collaboration

Education

Bachelor's degree in Business, Information Systems, Computer Science, Accounting, or related field

Tools

AI tools (Claude, ChatGPT, Copilot)

ERP systems

BI dashboards (Power BI/Tableau)

Job description

Wiss seeks a Staff Associate, Advisory (ERP Implementation; Business Intelligence & Technology) in Florham Park, NJ. The role offers hands-on ERP and AI-native platform work, shaping client solutions and workflows with modern AI tools.

You will prepare reports, dashboards, and insights while collaborating across client teams and WissLabs to turn finance processes into AI-assisted workflows. Ideal candidates hold a bachelor's degree and bring strong analytical and communication skills, with the