Demo

Staff Associate, Business Intelligence and Transformation

Wiss & Company, LLP
Florham Park, NJ Full Time
POSTED ON 11/13/2025 CLOSED ON 1/13/2026

What are the responsibilities and job description for the Staff Associate, Business Intelligence and Transformation position at Wiss & Company, LLP?

About Wiss:
Wiss is a regional CPA and advisory firm that's been deeply embedded in the Northern NJ community for over 50 years. We serve small to mid-market clients across Tax, Assurance, Advisory, and Wealth Management — with a focus on relationships, not transactions. This position will be part of our Technology Advisory practice. The position will be based out of our Florham Park, NJ office. Local candidates ONLY will be considered!

Core Responsibilities:
  • Assist in ERP implementations, enhancements, and optimization.
  • Configure ERP system settings, including workflows, forms, custom fields, and role-based permissions.
  • Execute data import scenarios (CSV imports, templates) and validate data accuracy.
  • Develop and maintain saved searches, reports, and dashboards to meet client reporting needs.
  • Perform system testing, troubleshoot issues, and document resolutions.
  • Support user access management, including roles and permissions setup.
  • Collaborate to gather business requirements and translate them into ERP configurations.
  • Provide end-user training and create documentation for processes and configurations.
  • Assist with ongoing system maintenance, updates, and minor customizations.
  • Participate in quality assurance and ensure deliverables meet client expectations.
  • Client-facing responsibilities:
    • Join and lead client meetings to capture requirements and provide solutions with technology.
    • Support preparation of Statements of Work (SOW) and project scoping activities
    • Ability to manage multiple projects at a time and adhere to deadlines.

Qualifications/Education:
  • Bachelor's degree in Finance, Accounting, Data Analytics or similar
  • 1-2 years NetSuite experience or 2 years' experience with similar ERP systems.
  • Plus: Experience with NetGain product suite

Compensation: Target Salary - $75-$80k commensurate with the level of experience and comprehensive benefits including 401K.

Applicants must be authorized to work for any employer in the U.S. This policy applies equally to applicants regardless of national origin.

We are an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected status.

To all staffing agencies: Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss.

#LI-HYBRID

Salary : $75,000 - $80,000

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