Founded in 2023, Crete Professionals Alliance (Crete PA) delivers big four firepower to local accounting firms. Our rapid growth has made us a magnet for leading firms nationwide, eager to join our revolution in accounting. We empower small to mid-market firms with PE-backed capital, strategic technology partnerships, and innovative workforce solutions—including national recruiting and offshore support—while preserving a personal, local touch. With a presence in over half the US, 50+ regional offices, 2,000+ dedicated professionals, and offshore operations in Asia, we're the fastest-growing accounting firm in the nation and well on our way to the top 20. At Crete PA, our culture and relationships are the cornerstone of our success, and we’re always looking for talented, ambitious people to join our team.
Since founding, Crete has partnered with 45 leading accounting firms to date, with significant growth anticipated through the remainder of the year. Our co-founders from ZBS Partners have a track record of launching four past successful companies, with combined enterprise value exceeding $3 billion, several now majority-owned by respected private equity firms. We plan to invest $500 million in the next two years to acquire accounting firms and equip them with artificial intelligence. In addition to ZBS, Crete is backed by leading technology investors Thrive Capital and Bessemer Venture Partners. Our partnership with Thrive and their recently launched Thrive Holdings strategy is accelerating our deployment of artificial intelligence, process automation, and advanced software into our partners companies.
We are seeking a Senior Associate, Finance Transformation to join our Finance Transformation team. Reporting to the Senior Manager, Finance Transformation, this role will be focused on execution — playing a critical, hands-on role in building a best-in-class finance function for a global shared service center. The ideal candidate is a highly motivated, tech-savvy self-starter who is eager to learn, not afraid to get their hands dirty, and thrives in a fast-paced, high-growth environment. They will embrace AI and its transformative potential within the Finance & Accounting function and bring an execution-first mindset to everything they do.
First Priority: The immediate focus for this role will be supporting the development and deployment of a standardized cash operations process across the member firm network. This includes building out workflows, creating implementation toolkits, and partnering with member firms to drive adoption and improve cash conversion cycles, cash reporting, and cash forecasting.
Key Responsibilities
Cash Operations Process Standardization (First Priority)
Support the design and implementation of a standardized, best-practice cash operations process for deployment across the member firm network
Conduct current-state assessments of cash operations practices at member firms and identify opportunities for improvement
Build out comprehensive implementation toolkits including SOPs, templates, training materials, and key performance metrics
Partner directly with member firm teams to drive adoption and ensure successful rollout
Track and measure impact on cash conversion cycles and Days Sales Outstanding (DSO) across the network
Process Improvement & Documentation
Work cross-functionally across the Finance & Accounting function to conduct current-state assessments and gap analyses, identifying opportunities to implement best practices
Contribute to the development and maintenance of a comprehensive SOP library, working directly with task owners to ensure documentation is accurate, standardized, and complete
Technology & Systems
Play an active, hands-on role in the implementation and build-out of new financial systems and tools
Support end-user adoption across the Finance & Accounting team through training, documentation, and ongoing support
Identify opportunities to leverage automation and AI-driven solutions to eliminate manual effort and improve data accuracy
Cross-Functional Partnership
Collaborate with operational teams across the organization to ensure the Finance & Accounting function is aligned with firm-level initiatives and changes
Partner with firm stakeholders to enhance financial reporting and metrics, delivering timely and actionable insights that support better business decision-making
Project Management
Support multiple concurrent transformation workstreams, managing assigned tasks with clear timelines and accountability
Anticipate roadblocks and take initiative to resolve issues before they escalate
Prepare project updates and materials for senior leadership
Bachelor's degree in Accounting, Finance, Business, or related field
3–5 years of experience in finance or accounting, preferably within a large corporate, shared service center, or high-growth environment
A doer mentality — you take ownership, execute with urgency, and don't wait to be told what to do next
Demonstrated ability to document processes and develop clear, user-friendly SOPs
Curiosity and enthusiasm for AI, automation, and emerging finance technologies
Strong organizational skills with the ability to manage competing priorities in a fast-paced environment
Strong communication and interpersonal skills; comfortable working across teams and levels of the organization
Proficiency in Microsoft Office Suite; exposure to tools such as NetSuite, Numeric, Trovata, Databricks, Notion, or similar platforms a plus
What Success Looks Like
In the first 12 months, a successful candidate will have supported the deployment of a standardized cash operations process across the member firm network, contributed meaningfully to the SOP library, and played an active role in at least one technology implementation. They will have demonstrated a strong execution mindset, built trusted relationships across the Finance & Accounting function, and shown the initiative to identify and act on opportunities for improvement without being directed.
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