Industry/Sector
Not Applicable
Specialism
Managed Services
Management Level
Senior Associate
Job Description & Summary
At PwC, our people in managed services focus on a variety of outsourced solutions and support clients across numerous functions. These individuals help organisations streamline their operations, reduce costs, and improve efficiency by managing key processes and functions on their behalf. They are skilled in project management, technology, and process optimization to deliver high-quality services to clients.
Those in managed service management and strategy at PwC will focus on transitioning and running services, along with managing delivery teams, programmes, commercials, performance and delivery risk. Your work will involve the process of continuous improvement and optimising of the managed services process, tools and services.
Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
Respond effectively to the diverse perspectives, needs, and feelings of others.
Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
Use critical thinking to break down complex concepts.
Understand the broader objectives of your project or role and how your work fits into the overall strategy.
Develop a deeper understanding of the business context and how it is changing.
Use reflection to develop self awareness, enhance strengths and address development areas.
Interpret data to inform insights and recommendations.
Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
Job Title:
Senior Associate – Financial Systems Analyst (Infor CSF)
Line of Service:
Managed Services
Industry/Sector:
Healthcare
Specialism:
Finance Technology & Operations
Management Level
Senior Associate
Job Description & Summary
A career within PwC Managed Services will provide you with the chance to support clients in running finance operations and enterprise financial systems at scale, enabling accurate financial reporting, efficient transaction processing, and strong financial controls.
As a Senior Associate, you will support
Infor
CloudSuite
Financials (CSF)
across
General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR), Fixed Assets (FA), Project Ledger, Grants Management, and Close Management
modules for
Bassett Health
, a US-based healthcare system. This is a
Managed Services engagement
focused on steady-state operations, SLA-driven support, financial close execution, system stability, and continuous improvement—not implementation or consulting.
You will work from
PwC's India Acceleration Center (India AC)
, supporting US business hours/shifts as required, and will collaborate with onshore delivery teams and client stakeholders across Finance, HR/Payroll, IT, and clinical operations finance. You will also contribute to transition and knowledge transfer activities from the incumbent vendor, ensuring operational readiness and service continuity.
Note to Hiring/TA team:
This is a
finance systems/technology-enabled operations
role, not a pure accounting or bookkeeping position. Candidates must demonstrate both
functional finance process knowledge
and
ERP system proficiency
(Infor CSF preferred). The role spans multiple finance sub-functions; ideal candidates will show
breadth across at least 3–4 modules
(GL, AP, AR, FA, Projects, Grants, Close) with
depth in at least 1–2 areas
.
Responsibilities
As a Senior Associate, you'll work as part of a team of problem solvers helping clients run complex finance operations. Specific responsibilities include:
General Ledger (GL) Support
Provide
L2/L3 support
for Infor CSF General Ledger module
Support journal entry processing, allocations, recurring journals, intercompany transactions, and elimination entries
Perform and maintain
chart of accounts (COA)
updates, account structures, and dimension/segment configurations
Support
period-end close activities
within GL—trial balance validation, suspense account clearing, flux analysis, and close journal preparation
Troubleshoot GL posting errors, account mapping issues, and sub-ledger-to-GL reconciliation discrepancies
Accounts Payable (AP) Support
Provide L2/L3 support for Infor CSF Accounts Payable module
Support
invoice processing workflows
—invoice entry, matching (2-way/3-way),



approval routing, and exception handling
Assist with
payment run execution
(checks, ACH, wire), payment scheduling, and void/reissue processing
Maintain
vendor master data
—new vendor setup, banking updates, tax ID validation, and duplicate management
Support
**** processing
, AP aging analysis, and AP-to-GL reconciliations
Troubleshoot AP workflow errors, payment failures, and integration issues with procurement/purchasing
Accounts Receivable (AR) Support
Provide L2/L3 support for Infor CSF Accounts Receivable module
Support
cash receipts processing
, application of payments, unapplied cash resolution, and lockbox/remittance handling
Assist with
customer invoicing
, credit memos, write-offs, and refund processing
Maintain
customer master data
—new customer setup, credit terms, and account maintenance
Support
AR aging reviews
, collections follow-up, and AR-to-GL reconciliations
Troubleshoot AR posting errors, misapplied payments, and interface discrepancies
Fixed Assets (FA) Support
Provide L2/L3 support for Infor CSF Fixed Assets module
Support
asset lifecycle transactions
—asset additions (CIP conversions, direct additions), disposals, retirements, transfers, and reclassifications
Execute and validate
depreciation processing
(monthly/periodic depreciation runs) and review depreciation schedules for accuracy
Support
asset reconciliations
(FA sub-ledger to GL) and physical inventory/audit support
Maintain asset categories, book configurations, and depreciation methods as needed
Project Ledger Support
Provide L2/L3 support for Infor CSF Project Ledger module
Support
project setup and maintenance
—project structures, WBS/activity codes, budgets, and billing rules
Monitor
project cost tracking
, budget consumption, and cost-to-budget variance analysis
Assist with
project billing
cycles, revenue recognition entries, and project-related financial reporting
Troubleshoot project costing errors, cost allocation issues, and project-to-GL posting discrepancies
Grants Management Support
Provide L2/L3 support for Infor CSF Grants Management module
Support
grant setup and maintenance
—grant structures, funding sources, award budgets, and compliance parameters
Assist with
grant billing
, drawdown processing, and grant-specific financial reporting (expenditure tracking, budget-to-actual)
Monitor
grant compliance
—allowable cost validation, budget ceiling enforcement, and period-of-performance tracking
Support grant close-out activities and audit evidence preparation for grantor reporting
Close Management & Close Specialist Responsibilities
Support and coordinate
financial close calendar
activities—task assignments, milestone tracking, due date monitoring, and close status reporting
Execute and track
close tasks
across GL, AP, AR, FA, Projects, and Grants—ensuring timely completion of reconciliations, accruals, adjustments, and sign-offs
Support
reconciliation workflows
—sub-ledger-to-GL reconciliations, bank reconciliations, intercompany reconciliations, and balance sheet account reconciliations
Identify and escalate
close blockers
—open items, unresolved variances, pending approvals—and drive timely resolution
Support
period-end and year-end close execution
, including pre-close checklists, post-close validation, and close process documentation
Contribute to
close process optimization
—reducing close cycle time, automating manual close tasks, and standardizing reconciliation templates
Integration & Cross-Functional Support
Monitor and troubleshoot
integration touchpoints
between Infor CSF and upstream/downstream systems (e.g.,
UKG(FORMERLY KRONOS)
HR/Payroll ↔ Finance GL posting, procurement, banking, third-party feeds)
Validate integration outputs—payroll GL files, AP payment files, AR remittance imports—and coordinate resolution of interface failures with cross-functional teams
Collaborate with
HR/Payroll, IT, and clinical operations finance
teams as part of integrated managed service delivery
Operations, Compliance & Governance
Manage and resolve
incidents, service requests, and minor enhancements
within defined SLAs using ticketing tools (e.g., ServiceNow/JSM)
Ensure
data accuracy, financial integrity, and audit readiness
across all supported modules
Support
SOX-like financial controls
—segregation of duties, approval workflows, access controls, and evidence/documentation for audit requests
Ensure compliance with
PII/PHI data handling
requirements and healthcare-specific regulatory standards




Maintain operational documentation—runbooks, SOPs, configuration guides, reconciliation templates, and known-issue logs
Transition & Continuous Improvement
Participate in
transition and knowledge transfer
from incumbent vendor—process walkthroughs, shadow support, documentation uplift, and stabilization/
hypercare
activities
Identify and propose opportunities for
automation, standardization, and operational efficiency
—reducing manual effort, recurring errors, and close cycle time
Support
reporting, data validation, and financial analytics
to track operational health and improvement outcomes
Skills and Experience
4–8+ years
of experience in finance operations, ERP financial systems support, and/or finance technology-enabled service delivery
Hands-on experience with Infor
CloudSuite
Financials (CSF)
(strongly preferred) or comparable ERP financial platforms (e.g., Infor Lawson, Infor M3 Financials, Oracle Financials, SAP FICO)
Demonstrated
breadth across at least 3–4 finance modules
(GL, AP, AR, FA, Projects, Grants, Close) with
depth in at least 1–2 areas
Strong functional understanding of:
General Ledger:
COA structures, journal processing, allocations, intercompany, period-end close
Accounts Payable:
Invoice-to-pay cycle, payment processing, vendor management, ****
Accounts Receivable:
Order-to-cash/billing-to-cash cycle, cash application, collections, customer management
Fixed Assets:
Asset lifecycle, depreciation methods, CIP, asset reconciliations
Project Ledger:
Project accounting, cost tracking, budget management, project billing
Grants Management:
Grant lifecycle, funding sources, compliance tracking, grant billing/reporting
Close Management:
Financial close processes, close calendars, reconciliation workflows, close task management
Experience working in
SLA-driven managed services, shared services, or outsourced finance operations
environments
Familiarity with
financial controls, audit evidence requirements
, and SOX-like compliance frameworks
Understanding of
finance system integrations
and data flows (Finance ↔ HR/Payroll, Finance ↔ Banking, Finance ↔ Procurement)
Experience with ticketing/ITSM tools (ServiceNow, Jira Service Management, or similar)
Knowledge of
data privacy and compliance
requirements, particularly PII/PHI handling in healthcare or regulated industries
Strong analytical, troubleshooting, and problem-solving skills
Ability to work in
US shift hours
from India AC as required by the engagement
Preferred Knowledge/Skills
Experience supporting
US healthcare organizations
or other regulated industries with complex financial structures (multi-entity accounting, fund accounting, grant-funded operations)
Exposure to
healthcare-specific finance processes
—grant accounting, project-based funding models, multi-fund/multi-entity structures, regulatory/compliance reporting
Understanding of
Infor platform ecosystem
—Infor OS, ION middleware, Infor Birst/BI reporting—and how they support Infor CSF operations
Experience with
Infor CSF Close Management
module or similar close automation/orchestration tools (
BlackLine
,
FloQast
,
Trintech
)
Familiarity with
UKG(FORMERLY KRONOS)
Pro HR/Payroll
or similar HRIS/Payroll systems from a finance integration perspective (payroll GL posting, benefits accruals, labor cost distribution)
Exposure to
year-end close activities
—**** processing, audit schedules, financial statement preparation support, annual reconciliations
Experience participating in
managed services transitions
, vendor handovers, and documentation/knowledge uplift programs
Understanding of
multi-entity/intercompany accounting
, shared services models, and consolidated financial reporting
Exposure to
Infor CSF reporting tools
and ad-hoc query/data extraction for financial analysis
PwC Professional Skills and Responsibilities
PwC Professional skills and responsibilities for this management level include but are not limited to:
Apply a
critical thinking and problem-solving mindset
to financial operations and ERP system issues, proactively identifying risks and resolution paths
Use feedback and reflection to continuously develop
technical depth in Infor CSF
and functional expertise across finance processes
Handle, validate, and analyze
financial data with integrity, accuracy, and strict confidentiality
, ensuring compliance with data governance policies (PII/PHI)
Communicate effectively and professionally with
onshore teams, client stakeholders, and cross-functional partners
across Finance, HR/Payroll, IT, and clinical operations
Demonstrate ownership and accountability in an
offshore delivery model
, maintaining responsiveness and quality aligned to US client expectations
Uphold
PwC's code of ethics and business conduct
, ensuring strong financial governance, control compliance, and ethical standards in all operational activities
Travel Requirements
Not Specified
Job Posting End Date

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