Lead 3-5 concurrent ERP implementations across Intacct, Xero, and QuickBooks from requirements through cutover delivery.
Design chart of accounts architecture and multi-entity consolidation structures that scale with company growth.
Execute data migrations with zero material reconciliation exceptions and audit-ready documentation.
We are a thematic holding company backed by the Pritzker Organization focused on acquiring and scaling category-defining software businesses. We combine operational rigor with a growth equity mindset, driving sustainable ARR growth.
Lead end-to-end Sage Intacct implementation projects from discovery through post-go-live support.
Configure company structure, dimensions, modules, workflows, approvals, user roles, permissions, and system settings.
Design and implement dashboards, financial reports, custom reports, and operational KPIs.
Del Playa Group (DPG) is a U.S.-based professional services firm specializing in accounting, finance and audit solutions for businesses and CPA firms. Headquartered in Orange County, California, they help clients expand capacity, strengthen controls, and elevate performance.
Lead strategy, roadmap, and operations for core financial systems including ERP, Order to Cash, Procure to Pay, and Financial Planning tools.
Define and govern financial data architecture, ensuring accurate and auditable data flows across Finance, Accounting, Data Engineering, and GTM Systems.
Own the FP&A planning platform as administrator and strategic architect, maintaining data model integrity and developing a long-term roadmap.
Vanta helps businesses earn and prove trust by automating security monitoring for compliance standards. They have a kind and talented team with diverse backgrounds, building the leading Trust Management Platform.
Maintain financial systems (ERP) with focus on customer project setups and billing support.
Perform project financial report development and validation.
Support data import processes and address ERP data issues.
Precision Medicine Group is a global life sciences company focused on precision medicine. It employs a diverse team and fosters a collaborative culture.
Lead the full implementation lifecycle for trades and construction clients, from discovery through go-live and optimization.
Manage a portfolio of enterprise implementations, ensuring on-time and on-budget delivery.
Architect solutions using QuickBooks Online and a construction-specific app stack, advising on best practices for job costing and project execution.
They are a fast-growing CFO and controllership services firm serving the trades industry. They have a strong remote team in the Philippines and US, and focus on preserving their unique culture, fostering human capital, and leveraging AI-driven systems.
Analyze customer finance, procurement, and accounts payable processes to identify business needs and configure solutions.
Lead discovery sessions, support User Acceptance Testing, and guide customers through system adoption and go-live activities.
Collaborate with Project Managers, Technical Consultants, and Customer Success teams to deliver successful implementations across multiple projects.
The partner company is a technology consulting firm that helps organizations modernize financial operations through cloud-based systems. It operates with a global, remote team and fosters a culture of collaboration and continuous learning.
Complete month-end, quarter-end, and year-end close cycles on established calendars with zero material errors.
Prepare and post 50+ monthly journal entries with complete supporting documentation and GL reconciliation within 48 hours.
Reconcile 15+ balance sheet accounts monthly, investigate discrepancies, and maintain roll-forward schedules for accruals.
Emergence is a thematic holding company backed by the Pritzker Organization that acquires and scales category-defining software businesses. It prioritizes accuracy, compliance, and audit readiness in financial reporting across multiple portfolio companies.
Lead the implementation of the Finance workstream for Microsoft Dynamics 365 ERP.
Conduct client workshops to define business requirements and capture them in documentation.
Configure D365 for financial modules and perform data mapping and testing.
UNIFY Dots is a global technology and software solutions company specializing in Microsoft Dynamics 365 based solutions. They have a people-first culture that values team members over financial numbers.