Whitley Penn · 1 day ago
Digital Services – Enterprise Resource Planning Associate
Whitley Penn is one of the most distinguished and fastest-growing public accounting and consulting firms, specializing in delivering services that extend beyond traditional accounting. The Digital ERP Associate will participate in ERP and digital transformation engagements, assisting with various tasks from documenting business processes to supporting system configurations and post-go-live support.
AccountingProfessional Services
Responsibilities
Participate on ERP and digital transformation client engagements, gaining exposure to the full ERP lifecycle—from assessment and design through deployment and ongoing support
Assist with documenting current-state and future-state business processes across finance, accounting, and operations
Support ERP system configuration, testing, and validation to ensure solutions align with client business needs
Assist with data migration activities, including data extraction, validation, reconciliation, and loading into ERP systems
Prepare and maintain project documentation, including process flows, test scripts, user guides, and training materials
Support development of ERP reports, dashboards, and data insights to improve visibility and decision-making
Participate in user acceptance testing (UAT) and help resolve basic system or process-related issues
Assist with post-go-live support, troubleshooting, and continuous improvement initiatives
Learn how ERP systems integrate accounting, finance, procurement, inventory, and other operational functions
Communicate proactively with project team members and clients to gather information and support engagement objectives
Develop an understanding of project budgets, timelines, and how individual contributions support overall engagement success
Build knowledge of Whitley Penn’s digital, ERP, and advisory capabilities
Participate in community involvement, volunteer initiatives, and firm-sponsored networking events
Engage in ongoing professional development, ERP training, and firm-wide learning opportunities
Participate in the firm’s annual performance management and goal-setting process
Qualification
Required
Bachelor's or Master's degree in Accounting, Finance, Management Information Systems, Business Analytics, Information Systems, or a related field
Interest in digital transformation, ERP systems, and technology-enabled business solutions
Foundational understanding of accounting and business processes through coursework, internships, or relevant experience
Proficiency in Microsoft Office, particularly Excel
Strong analytical and problem-solving skills with attention to detail
Ability to learn new systems, processes, and technologies in a fast-paced, project-based environment
Strong organizational skills and ability to manage multiple tasks and deadlines
Excellent written and verbal communication skills
A positive attitude, professional demeanor, and eagerness to learn and grow
Strong work ethic, self-motivation, and a collaborative mindset
Preferred
Experience with or exposure to ERP systems (e.g., NetSuite, Microsoft Dynamics, SAP, Oracle, or similar) is a plus, but not required—training will be provided
Experience with data analysis tools is a plus
Benefits
Comprehensive Medical, Dental and Vision Insurance
Health & Wellness Program
Flexible Time Away for Exempt Team Members
Generous PTO for Non-Exempt Team Members
401(k)
Paid Parental Leave
CPA Exam Passing Bonus & Reimbursement for Exam Fees
Company
Whitley Penn
Whitley Penn is a Texas-based full service public accounting firm.
H1B Sponsorship
Whitley Penn has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (3)
2022 (2)
2021 (3)
Funding
Current Stage
Late StageRecent News
2026-02-06
2026-01-03
2025-12-01
Company data provided by crunchbase