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Role Description

As an Associate manager at Clearsulting, you'll play a key role in driving client success through finance process improvement and technology transformation initiatives. We're seeking a proactive, ambitious self-starter who thrives in dynamic environments and takes ownership of delivering impactful outcomes. You'll lead the design and execution of strategic initiatives by analyzing data, developing insights, and creating high-quality deliverables. Working closely with clients and internal teams, you'll help streamline business processes, enable digital adoption, and drive operational efficiency. This role is ideal for candidates with strong analytical skills, a collaborative mindset, and a passion for problem-solving in dynamic environments.

• Lead or support key workstreams of client engagements focused on improving finance processes and enabling technology-driven transformation.
• Analyze financial and operational data to identify trends, gaps, and improvement opportunities.
• Develop client deliverables including presentations, process documentation, and strategic recommendations.
• Collaborate with team members and client stakeholders to design and implement process and technology solutions.
• Contribute to project management activities such as work planning, status tracking, and issue resolution.
• Stay current on industry trends and support the development of internal knowledge assets and thought leadership including AI and its impacts on finance functions.
• Take ownership of project tasks with minimal oversight, proactively identifying issues and proposing solutions.
• Consistently follow all firm policies and guidance.

Qualifications

• Bachelor's degree in Accounting, Finance, Information Systems, or a related field.
• 5+ years of relevant experience and a strong foundation in consulting, corporate finance, accounting, or business analysis.
• Demonstrated ability to work independently, take initiative, and lead aspects of client projects including strong analytical / critical thinking/ problem-solving skills.
• Proficiency in Excel and PowerPoint; experience with data visualization tools (e.g., Tableau, Power BI) and/or Alteryx is a plus.
• Strong understanding of AI toolsets, and ability to leverage AI in supporting internal and external delivery / GTM activities.
• Effective written and verbal communication skills with a client-service mindset.
• Ability to manage multiple priorities in a fast-paced, collaborative environment.
• Ability to maintain and enhance the Clearsulting culture – build meaningful relationships with clients and colleagues, demonstrate the Clearsulting Core Values each day.
• Proven track record of contributing to or supporting cross-functional projects in a fast-paced environment.
• Willingness and ability to travel, as needed.

Requirements

• CPA or consulting experience a plus.

Benefits

• Medical, dental, and vision coverage.
• Unlimited PTO.
• Paid parental leave.
• Retirement plans.
• Flexible work environment.
• Cell phone reimbursement.
• Access to mental health apps.
• Life insurance and disability coverage.
• Opportunities for ad hoc bonuses.