Associate Director

Posted 4 Days Ago
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San Jose, CA, USA
In-Office
150K-210K Annually
Senior level
Financial Services
The Role
Lead finance and digital transformation workstreams, design operating models and processes, enable technology and automation, drive analytics adoption, manage multi-project delivery, and mentor teams while supporting practice growth and client relationships.
Summary Generated by Built In

Senior Manager – Tech Consulting


Location: San Jose, CA

 

About the Role

As a Senior Manager in our Tech Consulting – Digitization & Automation practice, you will play a pivotal role in delivering end-to-end finance and digital transformation programs for mid-market and enterprise clients. This goes beyond system implementation — you will help clients modernize operating models, redesign processes across the Office of the CFO, embed automation, and leverage data analytics to deliver measurable business impact.

 

ERP and other enabling technologies will be important tools in your work, but this is not an ERP delivery-only role. The focus is on integrated transformation that aligns people, process, technology, and analytics to help clients operate more efficiently, make better decisions, and achieve strategic objectives.

 

You’ll be hands-on with delivery while also contributing to practice growth — building client relationships, identifying opportunities, and helping to shape our U.S. Tech Consulting presence


Key Responsibilities

·       Lead workstreams within large-scale finance and digital transformation programs — covering operating model design, process optimization (Record to Report, Procure to Pay, Order to Cash), technology enablement, and analytics-driven improvement.
·       Act as a trusted advisor to senior finance leaders, translating transformation strategy into actionable delivery.
·       Drive adoption of automation, analytics, and innovative methods to improve process efficiency and business insight.
·       Manage day-to-day delivery across multiple projects, ensuring quality, timelines, and budget alignment.
·       Mentor and coach Managers, Senior Associates, and Associates, developing the next generation of delivery talent.
·       Collaborate with Directors and Managing Directors on proposals, client relationship management, and identification of new opportunities.
·       Contribute to practice methodologies, tools, and best practices to improve delivery consistency and scalability.

Required Qualifications
·       8+ years in consulting, with significant experience delivering finance transformation and digital enablement projects.
·       Track record of projects that combine process redesign, change management, technology implementation, and data analytics for measurable outcomes.
·       Experience working across multiple ERP and finance technology platforms (NetSuite, SAP, Oracle, D365, Intacct, etc.), with the ability to position them as part of a broader transformation.
·       Strong client-facing skills, with the ability to influence and engage senior stakeholders.
·       Proven leadership in managing teams, coordinating multi-stream delivery, and maintaining high-quality execution.
·       Excellent problem-solving, analytical, and communication skills.


Preferred Qualifications

·       Industry experience in SaaS, biotech, manufacturing, or other innovation-driven sectors.
·       Familiarity with global delivery models and distributed teams.
·       Experience applying analytics for finance operations improvement, KPI tracking, and performance management.


Compensation and Benefits

Uniqus is dedicated to offering employees competitive and inclusive total compensation packages. Offers are based on several factors, such as the role, level, location, and the individual’s skills and qualifications.

The good-faith estimated base salary range for this position is: $150 – $210.
In addition to base compensation, Uniqus offers a comprehensive benefits package, as well as bonus programs and incentives tied to individual and team performance.

 



Skills Required

  • 8+ years in consulting with significant finance transformation and digital enablement experience.
  • Track record delivering projects combining process redesign, change management, technology implementation, and data analytics.
  • Experience across multiple ERP and finance technology platforms (NetSuite, SAP, Oracle, D365, Intacct).
  • Strong client-facing skills with ability to influence and engage senior stakeholders.
  • Proven leadership managing teams, coordinating multi-stream delivery, and maintaining high-quality execution.
  • Excellent problem-solving, analytical, and communication skills.
  • Industry experience in SaaS, biotech, manufacturing, or other innovation-driven sectors.
  • Familiarity with global delivery models and distributed teams.
  • Experience applying analytics for finance operations improvement, KPI tracking, and performance management.
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The Company
Mumbai, Maharashtra
189 Employees
Year Founded: 2022

What We Do

Uniqus is a tech-enabled global platform that offers ESG and Accounting & Reporting Consulting by leveraging high-performing global talent.

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