SaaS Strategic Finance, Vice President
Accordion, New York, NY, United States
Company Overview
Accordion is a private‑equity‑backed strategic finance practice that helps finance teams build capabilities to enhance performance visibility, planning, data analytics, and business partnering. It is headquartered in New York with additional offices in Dallas and Chicago, and offers a hybrid work model with two days of remote work per week.
What You’ll Do
Lead engagements across a wide range of scenarios in private‑equity‑backed software and SaaS companies, collaborating with cross‑functional teams in private equity, investment banking, FP&A, and financial controllership.
SaaS Company Transition
Assess data availability and reliability across CRM, billing, and ERP systems; design a structured process for aggregating data sets for SaaS reporting.
Work with the CFO, PE sponsor, and operating team to understand business drivers, verify KPI definitions (ARR, churn, retention), and establish a single source of truth via monthly reporting packages.
Develop a reporting cadence and repeatable processes that combine sound data flows and actionable SaaS KPIs for board and management reporting.
Train the existing FP&A team to manage reporting, ARR analysis, and forecast tools.
Software Company Expansion
Conduct deep‑dive assessments to identify gaps in budgeting and forecasting processes.
Lead comprehensive budgeting in partnership with finance, FP&A, sales, operations, and senior leadership.
Build cash‑flow forecasts that incorporate new bookings, renewals, and other liquidity drivers.
Leverage PowerPivot to structure and analyze data within Excel, delivering user‑friendly reporting for the CFO and FP&A team and identifying opportunities to transition manual processes into scalable systems (e.g., BI, CPM).
You Have
Bachelor’s degree in Finance, Accounting, or Economics; MBA is a plus.
Minimum 6 years of experience at a top‑tier private equity firm, investment bank, or consulting firm working with SaaS and Software companies.
High attention to detail and advanced quantitative skills, especially in financial modeling and corporate valuation.
Proven ability to leverage Excel and other tools (e.g., PowerBI) to manage, simplify, analyze, and present large and complex datasets.
Experience in transactional finance and understanding of operational finance.
History of preparing reports, presentations, and memos; ability to present data‑driven insights clearly, succinctly, and comprehensively.
Strong drive, motivation, and adherence to the highest professional standards in client and colleague interactions.
Collaborative and independent work ethic, taking initiative while seeking guidance when needed to advance projects.
You Are
Enthusiastic about contributing to a growing team focused on driving future growth.
Prepared to build and execute deliverables for Software and SaaS companies, including bottoms‑up annual budgets and forecasts driven by core operating levers and metrics such as ARR, bookings, retention, and headcount.
Passionate about delivering exceptional client service.
Knowledgeable about the relationship between private equity sponsors and their portfolio companies, particularly within the office of the CFO.
Comfortable managing multiple complex workstreams while focusing on a single workstream and driving projects to completion.
A self‑starter with a strong work ethic and entrepreneurial spirit.
Effective communicator, able to explain complex issues and solutions and to raise issues to senior team members when necessary.
Team player, supporting colleagues across all levels and mentoring others.
A leader who leads by example.
Annual salary ranges from $153,000 to $210,000 USD, plus benefits and bonus. Compensation packages are determined by evaluating factors such as geographic location, skill set, years of experience, education, certifications, cost of labor, and internal equity.
Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
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What You’ll Do
Lead engagements across a wide range of scenarios in private‑equity‑backed software and SaaS companies, collaborating with cross‑functional teams in private equity, investment banking, FP&A, and financial controllership.
SaaS Company Transition
Assess data availability and reliability across CRM, billing, and ERP systems; design a structured process for aggregating data sets for SaaS reporting.
Work with the CFO, PE sponsor, and operating team to understand business drivers, verify KPI definitions (ARR, churn, retention), and establish a single source of truth via monthly reporting packages.
Develop a reporting cadence and repeatable processes that combine sound data flows and actionable SaaS KPIs for board and management reporting.
Train the existing FP&A team to manage reporting, ARR analysis, and forecast tools.
Software Company Expansion
Conduct deep‑dive assessments to identify gaps in budgeting and forecasting processes.
Lead comprehensive budgeting in partnership with finance, FP&A, sales, operations, and senior leadership.
Build cash‑flow forecasts that incorporate new bookings, renewals, and other liquidity drivers.
Leverage PowerPivot to structure and analyze data within Excel, delivering user‑friendly reporting for the CFO and FP&A team and identifying opportunities to transition manual processes into scalable systems (e.g., BI, CPM).
You Have
Bachelor’s degree in Finance, Accounting, or Economics; MBA is a plus.
Minimum 6 years of experience at a top‑tier private equity firm, investment bank, or consulting firm working with SaaS and Software companies.
High attention to detail and advanced quantitative skills, especially in financial modeling and corporate valuation.
Proven ability to leverage Excel and other tools (e.g., PowerBI) to manage, simplify, analyze, and present large and complex datasets.
Experience in transactional finance and understanding of operational finance.
History of preparing reports, presentations, and memos; ability to present data‑driven insights clearly, succinctly, and comprehensively.
Strong drive, motivation, and adherence to the highest professional standards in client and colleague interactions.
Collaborative and independent work ethic, taking initiative while seeking guidance when needed to advance projects.
You Are
Enthusiastic about contributing to a growing team focused on driving future growth.
Prepared to build and execute deliverables for Software and SaaS companies, including bottoms‑up annual budgets and forecasts driven by core operating levers and metrics such as ARR, bookings, retention, and headcount.
Passionate about delivering exceptional client service.
Knowledgeable about the relationship between private equity sponsors and their portfolio companies, particularly within the office of the CFO.
Comfortable managing multiple complex workstreams while focusing on a single workstream and driving projects to completion.
A self‑starter with a strong work ethic and entrepreneurial spirit.
Effective communicator, able to explain complex issues and solutions and to raise issues to senior team members when necessary.
Team player, supporting colleagues across all levels and mentoring others.
A leader who leads by example.
Annual salary ranges from $153,000 to $210,000 USD, plus benefits and bonus. Compensation packages are determined by evaluating factors such as geographic location, skill set, years of experience, education, certifications, cost of labor, and internal equity.
Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
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