Company Overview We are the better way to work in finance. As private equity’s value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value—supporting the office of the CFO to drive end-to-end value creation.
If you crave challenging work and are looking to grow, come solve complex issues alongside 1,600+ finance technology experts in a supportive, collaborative environment. Backed by premier private equity firms and headquartered in New York with 11 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark.
Practice 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. By combining extensive operational FP A experience, data and technology skills, and a proprietary engagement model, we develop and implement tools and processes and deliver solutions that meet the rigor and pace required in a Private Equity-backed environment. This role can be based in our Boston, Chicago, Dallas or New York City office locations 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.
What You’ll Do
: As a Director on a lean, cross-functional team, you will work collaboratively with a diverse set of colleagues with backgrounds in private equity, investment banking, FP A, Big 4, and financial controllership, to identify and rectify issues across a broad range of scenarios. The following representative engagements are emblematic of the type of work you will do as a Director at Accordion. A financial services company recently emerged from bankruptcy and underwent changes in ownership.
They need additional visibility into company-wide financial and operational performance. You are brought in to: 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 sound data flows and insightful 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 A higher education enterprise that scaled up through a series of acquisitions requires a budget plan, better forecasting tools, and insightful analytics to guide decision-making. You are brought in to: Complete a diagnostic deep dive to identify anecdotes, root causes, and key corrective themes in the existing budgeting and forecasting processes Quarterback a comprehensive budget plan and process in partnership with FP A, sales, operations, and senior leadership teams Build out and maintain 13-week cash flow forecasts by coordinating with the relevant departments within the company Leverage PowerQuery and PowerPivot for structuring, analyzing, and modeling data within Excel; despite back-end complexity, deliver reports that remain user friendly for the CFO, FP A team, and other relevant stakeholders Following the acquisition of three stand-alone businesses, a PE sponsor has identified the need to consolidate operations and establish a singular finance function that will own budgeting, financial reporting, bank reporting, and new CFO onboarding, in order to realize the synergies identified in their investment thesis.
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