Senior Associate / Manager – Enterprise Data Advisory

About the role

Eliassen Group is a leading strategic consulting company that provides business and IT services for clients seeking to transform and execute strategies that drive exceptional outcomes. We focus on professional services, talent solutions, and life sciences. We are committed to positively impacting the lives of our employees, clients, consultants, and the communities in which we operate.

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.

What You’ll Do

• 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

• 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)
• Aid 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
• 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

• 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
• 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