Overview
Accordion’s Strategic Finance Practice helps Finance teams build capabilities to enhance performance visibility, planning activities, data analytics, and business partnering to enable and accelerate value creation. This role is part of a lean, cross-functional team and involves working with colleagues from private equity, investment banking, FP&A, Big 4, and financial controllership to identify and rectify issues across a broad range of scenarios.
This position can be based in Boston, Chicago, Dallas or New York City and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location. This position is not eligible for immigration sponsorship.
Responsibilities
- A Vice President on a lean, cross-functional team will work collaboratively to identify and rectify issues across a broad range of scenarios. Representative engagements include the following:
- For a financial services company emerging from bankruptcy and ownership changes, you will:
- Determine data availability and reliability and design a structured process to aggregate relevant data sets that will serve as the foundation of all future reporting
- Work with the CFO, PE sponsor, and operating team to understand business drivers, verify KPIs, and establish a single source of numerical truth via monthly reporting packages
- Develop a reporting cadence and automated processes that combine data flows and KPIs to generate monthly Board and management reporting packages
- Train the existing FP&A team to run and own process flows and forecast analysis tools
- For a higher education enterprise scaling through acquisitions, you will:
- Complete a diagnostic deep dive to identify anecdotes, root causes, and key corrective themes in budgeting and forecasting processes
- Lead a comprehensive budget plan and process in partnership with FP&A, sales, operations, and senior leadership
- Build out and maintain 13-week cash flow forecasts by coordinating with relevant departments
- Leverage PowerQuery and PowerPivot for structuring, analyzing, and modeling data within Excel to deliver user-friendly reports for the CFO, FP&A team, and stakeholders
- Following the acquisition of three stand-alone businesses, you will:
- Design a singular finance function serving all three businesses, including headcount, budget, and roles/responsibilities
- Develop detailed, week-by-week training plans for each team member
- Select and implement a robust ERP solution to meet the needs of the combined business
- Build analytical tools and create template reporting
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, and/or consulting firm
- High attention to detail and advanced quantitative skills, particularly in financial modeling and corporate valuation
- Proven ability to leverage Excel and tools (e.g., PowerBI) to manage, simplify, analyze, and present large and complex datasets
- Transactional finance experience and understanding of operational finance
- Experience preparing reports, presentations, and memos; ability to present data-driven insights clearly and succinctly
- Strong drive, motivation, and adherence to high professional standards in client and colleague interactions
- Ability to work collaboratively and independently in a team-oriented environment, with initiative and willingness to seek guidance when needed
- Hands-on, detail-oriented, and capable of managing multiple tasks in a fluid, fast-paced environment
You Are
- Excited to be part of a growing team focused on driving future growth
- 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
- Willing to work in the details of a project while keeping the big picture in view
- Comfortable managing projects with multiple complex workstreams while also focusing on your single workstream
- A self-starter with a strong work ethic
- Entrepreneurial and comfortable in a fluid, flat organization
- Able to communicate complex issues clearly and raise issues to senior team members when needed
- A team player who can collaborate across all levels
- Mentoring others and doing meaningful work
- A leader by example
The annual salary for this role ranges from: $153,000 to $210,000 USD + benefits + bonus. Actual compensation packages are determined by various factors, including geography, skill set, experience, education, and internal equity.
Accordion is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, disability, medical condition, pregnancy, gender identity or expression, sexual orientation, veteran status, or any other status protected under federal, state, or local law.
Please note that Accordion does not accept unsolicited resumes from third-party recruiters unless engaged for a specified opening and in alignment with our inclusive diversity values. Any agency submitting an unsolicited resume does so with the understanding that Accordion may hire the candidate at its discretion without a fee.
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