Digital Services – Enterprise Resource Planning Associate

Discover Your Potential at Whitley Penn•Ft Worth, TX

About The Position

Whitley Penn has become one of the most distinguished and fastest-growing public accounting and consulting firms by delivering services that go far beyond traditional accounting. Our Digital Services and ERP team partners closely with clients to understand their operations, design and implement scalable ERP solutions, and support long-term growth through technology. We work in collaborative teams with an emphasis on open communication, hands-on learning, and entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. At Whitley Penn, we are more than just a job—we are a team where each person matters. Our ERP approach emphasizes listening first, building thoughtfully, deploying with confidence, and evolving alongside our clients. As a Digital ERP Associate, you will: 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

Requirements

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; experience with data analysis tools is a plus
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

Nice To Haves

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

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