Finance Operations

Finance Operations Associate Level Job Description

Job description & summary

PwC Acceleration Center Shanghai is an extension of PwC US and serves as a key pillar of PwC's global delivery model. We provide premium, cost-effective, high-quality services that support process quality and delivery capability in support of client engagements.

This role sits in the Finance Operations offering, part of our Finance Solutions practice within the DCM platform.

Finance Solutions (Practice): Transforms finance organizations by optimizing operations, enabling technology, and aligning processes to business strategy, covering FP&A, treasury and ERP platforms such as NetSuite.

Finance Operations (Offering): Helps finance organizations improve operational efficiency and process excellence across the core end-to-end finance processes (R2R, P2P, O2C, A2R), and supports business intelligence and analytics within the finance function, including ERP analytics support. Sub-offerings include Account Rec / Policy and Procedure Work, End-to-End Finance Value Streams and ERP BI Support for Oracle, SAP and Workday, and End-to-End Process (non-ERP) / Value Stream Work.

Key responsibilities

As a team member, you will work with the US project team on engagements that may involve (but are not limited to):

• Finance process assessment and improvement: Work across the end-to-end finance value streams - R2R, P2P, O2C and A2R - to assess current state, seize the opportunity and design standardized future state processes. This includes the documentation and controls that make the change stick: accounting policies, SOPs and desktop procedures, RACI and control matrices, and remediation of control gaps.

• Record-to-report acceleration and automation: Shorten and de-risk the close through close calendar and task standardization, journal rationalization, automated account reconciliation and balance sheet substantiation, drawing on platforms such as BlackLine, Trintech, Oracle FCCS / ARCS, SAP and Workday. More broadly, identify automation opportunities across the finance function and apply RPA, low-code workflow and process mining (Celonis, Signavio) to realize and track the benefits.

• Forecasting and planning: Build driver-based and predictive forecasting models for revenue, cost, working capital and cash, applying statistical and machine learning techniques to improve accuracy and enable rolling forecasts - in Excel, Alteryx or Python, and in planning platforms such as Anaplan, Oracle EPM, SAP Analytics Cloud and Workday Adaptive Planning.

• Digital reporting and agentic analytics: Rationalize report inventories, define KPI libraries and build self-service dashboards on Power BI, Tableau, Oracle FDI / OTBI, SAP Analytics Cloud and Workday Prism, including the underlying data validation and the ERP reporting support that runs through go-live and hypercare. Design and deploy automated narrative and flux / variance commentary using GenAI and agentic workflows, with human-in-the-loop review and appropriate quality controls.

• Practice contribution: Support proposals and business development, and contribute to points of view, accelerators and thought leadership.

Skills required

• Finance domain depth: You understand how the numbers are produced - the close, journals, account reconciliation, intercompany and consolidation - along with the upstream and downstream processes (P2P, O2C, A2R) and the controls that sit around them. This can come from consulting, shared services / GBS or a corporate finance function, in any sector.

• Process and improvement discipline: Comfortable assessing a process end to end and turning what you find into something actionable: process mapping and documentation, gap analysis, KPI and SLA definition, and structured improvement methods such as Lean Six Sigma.

• Technical toolkit: Working fluency with some combination of Excel, Alteryx, SQL or Python for analysis and Power BI or Tableau for reporting, plus exposure to at least one ERP or EPM platform (Oracle, SAP, Workday, NetSuite, Anaplan) and how its chart of accounts, sub-ledgers and reporting layers fit together. Familiarity with reconciliation and automation tooling such as BlackLine, Trintech, RPA or process mining is a plus. We do not expect all of these - real depth in a few matters more than passing knowledge of many.

• Interest in AI-enabled finance: Curiosity about where GenAI and agentic workflows genuinely help the finance function - automated flux commentary, narrative reporting, document and journal review - together with a sound instinct for where human review and controls are still required.

• Consulting and delivery skills: Structured problem solving, the ability to turn analysis into a quantified business case, clear written and verbal communication with finance and IT stakeholders, and the judgement to work autonomously with minimal direction.

• 0-3 years relevant experience.

Candidate profile

• Degree in Accounting, Finance or related discipline; CPA, CMA, CA or CFA (Level 1 / 2 passed) preferred, MBA in Finance an advantage.

• Experience in process assessment, documentation and improvement, and finance automation.

• Experience preparing financial analysis from income statements, balance sheets and cash flow statements, and management reporting or variance commentary.

• Track record of engaging effectively with senior stakeholders.

职位描述与概要

普华永道加速中心（PwC Acceleration Center）上海作为 PwC 美国的延伸，是 PwC 全球交付模式的关键支柱。我们提供高端、具成本效益且高质量的服务，支持客户项目中的流程质量与交付能力。

该岗位隶属于财务运营（Finance Operations）服务，是 DCM 平台下财务解决方案（Finance Solutions）业务实践的一部分。

财务解决方案（业务实践）：通过优化运营、赋能技术及业务流程与战略的对齐，助力财务组织转型。涵盖财务规划与分析（FP&A）、资金管理，以及包括 NetSuite 在内的 ERP 平台。

财务运营（服务）：帮助财务组织提升核心端到端财务流程（记录到报告R2R、采购到付款P2P、订单到收款O2C、账户到报告A2R）的运营效率和流程卓越度，支持财务职能中的商业智能与分析，包括 ERP 数据分析支持。子服务包括账目核对/政策和流程工作，端到端财务价值流，Oracle、SAP 和 Workday 的 ERP BI 支持，以及非 ERP 端到端流程/价值流工作。

核心职责

• 作为团队成员，配合美国项目团队完成涉及但不限于以下内容的项目：
• 财务流程评估与改进：评估端到端财务价值流——R2R、P2P、O2C 和 A2R，识别当前状况与改进机会，设计标准化的未来流程，包括会计政策、标准操作程序(SOP)、桌面流程、RACI 及控制矩阵，弥补控制缺口。
• 记录到报告(R2R)加速与自动化：通过闭账日历和任务标准化、凭证精简、自动对账及资产负债表核实，缩短闭账周期并降低风险，借助 BlackLine、Trintech、Oracle FCCS/ARCS、SAP 和 Workday 等平台支持。整体识别财务功能中自动化机会，使用 RPA、低代码工作流及流程挖掘工具（Celonis、Signavio）实现自动化并跟踪成效。
• 预测与计划：构建基于驱动因素的预测模型，针对收入、成本、营运资本和现金使用统计及机器学习技术，提升预测准确性及滚动预测能力，利用 Excel、Alteryx、Python，以及 Anaplan、Oracle EPM、SAP Analytics Cloud 和 Workday Adaptive Planning 等规划平台。
• 数字报告与代理式分析：合理化报表库存，定义 KPI 库，构建基于 Power BI、Tableau、Oracle FDI/OTBI、SAP Analytics Cloud 和 Workday Prism 的自助式仪表盘；包括数据校验和 ERP 报告支持，贯穿上线和关键期。利用生成式 AI 和“代理式”工作流设计并部署自动化的叙述性和波动/差异评论，辅以人工复核和质量控制。
• 业务贡献：支持提案和业务拓展，参与观点形成、工具包开发及思想领导力建设。

岗位要求

• 财务领域深度：理解财务数据形成流程——闭账、凭证、对账、关联方及合并，同时熟悉上下游流程（P2P、O2C、A2R）及其控制；历经咨询、共享服务/GBS或企业财务职能，行业不限。
• 流程及改进方法论：擅长端到端流程评估，善于转化成果为可执行方案，包括流程绘图、差距分析、KPI 和 SLA 定义及结构化改进（如精益六西格玛）。
• 技术工具包：熟练使用 Excel、Alteryx、SQL 或 Python 进行分析，Power BI 或 Tableau 用于报表，具备至少一款 ERP 或 EPM 平台（Oracle、SAP、Workday、NetSuite、Anaplan）及其会计科目表、子账和报表层次的理解。熟悉 BlackLine、Trintech、RPA 或流程挖掘工具优先。专精数项比了解众多更重要。
• AI 与财务兴趣：关注生成式 AI 及代理式工作流在财务中的真实应用场景，如自动波动评论、叙述报告、凭证文档复核，并了解人审及控制的必要性。
• 咨询与交付能力：结构化问题解决，将分析转化为量化商业案例，良好的书面与口头沟通能力，能与财务及 IT 干系人清晰交流，有独立工作的判断力和主动性。
• 经验：0-3年相关经验。

候选人画像

• 会计、财务或相关专业学历，持有 CPA、CMA、CA 或通过 CFA 一级/二级者优先；持有金融 MBA 更佳。
• 拥有流程评估、文档编制、改进及财务自动化经验。
• 能够从损益表、资产负债表和现金流量表准备财务分析，并撰写管理报告或差异分析。
• 有与高级干系人有效沟通的良好记录。