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
& Summary
A career within PwC Managed Services will provide you with the opportunity 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 1099 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
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
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
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)
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—1099 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
