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.

Strategic Finance Practice | Exit Planning and Transaction Support Sub-Practice  

This position is an exciting opportunity to join our Exit Planning and Transaction Support sub-practice, which is a dedicated, transaction-focused team within our broader Strategic Finance practice. This position requires candidates to have 3 to 5 years of experience in investment banking, private equity, or quality of earnings. 

Strategic Finance: Accordion’s Strategic Finance practice provides strategic advisory to CFOs to unlock end-to-end value creation, partnering with Finance teams on building capabilities to enhance performance visibility, planning activities, and data analytics 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.

Exit Planning and Transaction Support: Our Exit Planning and Transaction Support sub-practice, sitting within our broader Strategic Finance practice, focuses on the full spectrum of M&A execution: from financial modeling, valuation, and analytical support to serving in a bolt-on corporate development capacity. From quarterbacking current deals to developing playbooks and best practices for a robust acquisition strategy, from the fund level to the portfolio level, from platforms to add-ons to carve outs, “no job is too small, no fee is too big.” In addition to analyzing the financial and operational data, we help quantify current and future value creation opportunities, enabling investors to easily understand the trapped value within the business.

This position can be based in any of our U.S. offices and is a hybrid role with the flexibility to work remotely 2 days per week, with preferred locations being NYC, Boston, Chicago, or Dallas.

This position is not eligible for immigration sponsorship.

What You’ll Do:

As an Associate on a lean, cross-functional team, you will work collaboratively with a diverse set of colleagues to guide clients through a variety of transaction-related projects focused on preparing companies for sale and supporting them throughout the deal process. You will:

• Work with company management, private equity deal and operating teams, investment bankers, and other third parties to support the development of an equity story and other go-to-market materials
• Utilize both Excel and Business Intelligence tools (PowerBI, Power Query, and Power Pivot) to develop a variety of granular financial, operational, and business segment analyses
• Analyze, quantify, and validate deal-related assumptions including synergies, add-backs, and pro-forma financials
• Manage and / or support the development and population of an investor-ready data room
• Work with CFOs and their teams, respond to due diligence and other deal-related questions from either financial (private equity) or strategic (corporate) buyers
• Travel to client site as needed

The following representative engagement is emblematic of the type of work you’ll do as an Associate at Accordion: A PE-owned SaaS company requires sale preparation and related transaction support. Accordion has been engaged to take a leadership role alongside the CFO in the sell-side process. The deliverables include historical financial reporting, financial and operational KPIs, a 5-year financial projection model, and identification of value creation initiatives (realized and yet to be realized) to maximize the exit valuation. The Accordion team will serve as an extension of the CFO’s office to support a sale by responding to requests from investment banks, the executive team, and the sponsor during the preparation process, and to potential buyers during the sale process.

You Have:

• Required background of 3 to 5 years of experience in investment banking, private equity, or quality of earnings
• Proven ability to leverage Excel and other tools to manage, simplify, analyze, and present large and complex datasets
• Experience with Business Intelligence tools (PowerBI, Power Query, and Power Pivot) is highly desired
• High attention to detail and advanced quantitative skills, especially as it relates to financial modeling and corporate valuation
• Transactional finance experience, as well as an understanding of operational finance
• Prior experience preparing reports, presentations, and memos; ability to present data-driven insights in a clear, succinct, and comprehensive manner
• Strong drive and motivation, adhering to the highest professional standards in working with clients and colleagues
• An ability to work collaboratively and independently in a team-oriented environment, understanding how to take initiative and seek guidance when needed in order to advance your projects
• Bachelor's degree in Finance, Accounting, or Economics; MBA is a plus  
  

You Are:

• Excited to be part of a growing team, with a focus 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 get your hands dirty in the details of a project while simultaneously seeing the whole picture
• Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)
• A self-starter with a strong work ethic
• Full of entrepreneurial spirit and comfortable in a fluid, flat organization
• Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
• A team player, able to work with team members across all levels
• Someone who enjoys mentoring others and doing meaningful work
• A leader of others; you lead by example

The annual salary for this role ranges from: $120,000 to $170,000 + benefits + bonus.

Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth 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.

Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

#LI-VL1

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 Senior 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 Senior 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. Get ready to:  
  • Design a singular finance function that can serve all three businesses; including headcount, budget, and specific roles and responsibilities for each member of the team
  • Assist in developing highly detailed, week-by-week training plans for each team member
  • Select and implement a robust ERP solution which meets the needs of the newly combined business
  • Build analytical tools and create template reporting

You Have: 

• Bachelor's degree in Finance, Accounting, or Economics; MBA is a plus
• Minimum 15 years of experience at a top tier private equity firm, investment bank, and/or consulting firm
• Experience in the FP&A department of an operating company and/or a track record of interacting with private equity funds and private equity-owned businesses is a plus
• High attention to detail and advanced quantitative skills, especially as it relates to 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
• Transactional finance experience, as well as an understanding of operational finance
• Prior experience preparing reports, presentations, and memos; ability to present data-driven insights in a clear, succinct, and comprehensive manner
• Strong drive and motivation, adhering to the highest professional standards in working with clients and colleagues
• Excellent interpersonal, leadership, and team management skills

You Are:

• Excited to be part of a growing team, with a focus 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 get your hands dirty in the details of a project while simultaneously seeing the whole picture
• Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)
• A self-starter with a strong work ethic
• Full of entrepreneurial spirit and comfortable in a fluid, flat organization
• Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
• A team player, able to work with team members across all levels
• Someone who enjoys mentoring others and doing meaningful work
• A leader of others; you lead by example

The annual salary for this role ranges from: $234,000 to $280,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to skill set, years and depth 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.

Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

#LI-VL1

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.

As we build our European footprint, the London office presents a unique entrepreneurial opportunity to shape our presence and accelerate growth across the region—while benefiting from the support and stability of an established, industry-leading firm.

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. 

Strategic Finance

Accordion’s Strategic FP&A Practice works with leading private equity firms globally to help the Finance teams of portfolio companies 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 whilst working at the pace and rigour required in a PE-backed environment.

This role can be based in our London office. Ideal candidates should be local to the desired location, with the flexibility to work remotely 1-2 days a week, blending the best of both worlds for efficiency and collaboration.

What You’ll Do:

As a Vice President 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 Controllers, to identify and rectify issues across a broad range of scenarios.

• Provide leadership support on client engagements including managing work streams to agreed timelines, performing quality control of client deliverables and leading the presentation of deliverables
• Develop financial and analytic models at various granularity to drive operational and transactional insights
• Conduct financial and business due diligence to assist various investment and growth decisions
• Perform detailed analysis and synthesise actionable insights from data sets and unstructured information sources
• Construct impactful reports and presentations that enhance key stakeholders’ understanding of business trends and drivers
• Regular and extensive travel across Europe to work with clients in the relevant jurisdictions
• Lead/participate in consultant teach-ins and other training exercises
• Participate in the performance review process for engagement teams

You Have: 

• A bachelor’s degree in business, finance or economics. MBA a plus
• 6 years+ experience at a top tier private equity firm, investment bank and/or consulting firm
• Strong transactional finance experience as well as an understanding of operational finance
• Power user of Tableau
• Advanced Excel skills and very strong financial modeling and valuation skills; SQL, Power BI are highly desirable
• Strong quantitative and organisational skills
• Outstanding oral and written communication skills
• Ability to work collaboratively in a team-oriented environment
• Ability to work independently with minimal oversight in the completion of projects
• Extreme attention to detail
• Strong interpersonal, leadership and team-management skills
• High integrity, independent and individually motivated
• Additional European languages are a plus

You Are:

• A self-starter with a strong work ethic
• A leader of others; you lead by example
• Excited to be part of a growing team, with a focus on driving future growth
• A strong team player, able to work with team members across all levels
• Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
• Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing).
• Full of entrepreneurial spirit and comfortable in a fluid, flat organization
• Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies
• Passionate about delivering exceptional client service
• Someone who enjoys mentoring others and doing meaningful work
• Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture

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, colour, religion, marital status, age, national origin, ancestry, physical or mental disability, medical​​​ condition, pregnancy, genetic information, gender, sexual orientation, gender identity or ​expression, military status, or any other status protected under law.

Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

#LI-JR1

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 Vice President 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 Vice President 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. Get ready to:
  • Design a singular finance function that can serve all three businesses; including headcount, budget, and specific roles and responsibilities for each member of the team
  • Assist in developing highly detailed, week-by-week training plans for each team member
  • Select and implement a robust ERP solution which meets the needs of the newly 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, especially as it relates to 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
• Transactional finance experience, as well as an understanding of operational finance
• Prior experience preparing reports, presentations, and memos; ability to present data-driven insights in a clear, succinct, and comprehensive manner
• Strong drive and motivation, adhering to the highest professional standards in working with clients and colleagues
• An ability to work collaboratively and independently in a team-oriented environment, understanding how to take initiative and seek guidance when needed in order to advance your projects

You Are:

• Excited to be part of a growing team, with a focus 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 get your hands dirty in the details of a project while simultaneously seeing the whole picture
• Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)
• A self-starter with a strong work ethic
• Full of entrepreneurial spirit and comfortable in a fluid, flat organization
• Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
• A team player, able to work with team members across all levels
• Someone who enjoys mentoring others and doing meaningful work
• A leader of others; you lead by example

The annual salary for this role ranges from: $153,000 to $210,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth 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.

Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

#LI-VL1

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 position can be based in our New York City, Dallas, or Chicago offices 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 Vice President 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 Vice President at Accordion.

• A SaaS company undergoing an ownership transition needs additional visibility into company-wide financial and operational performance. You are brought in to:
  • Determine data availability and reliability across CRM, billing, and ERP systems, and design a structured process to aggregate relevant data sets that will serve as the foundation for ongoing SaaS reporting
  • Work with the CFO, PE sponsor, and operating team to understand SaaS 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 to support monthly Board and management reporting packages
  • Train the existing FP&A team to run and own reporting, ARR analysis, and forecast tools
• A software company that scaled through acquisitions requires a planning process, improved forecasting tools, and more insightful analytics to guide decision making. You are brought in to:
  • Complete a deep dive assessment to identify gaps in the existing budgeting and forecasting processes
  • Lead a comprehensive budgeting in partnership with Finance, FP&A, sales, operations, and senior leadership teams
  • Build a cash flow forecasts, coordinating with relevant teams to reflect cash from new bookings, renewal, and other drivers of liquidity
  • Leverage PowerPivot to structure and analyze data within Excel, delivering user-friendly reporting for the CFO and FP&A team, while identifying opportunities to transition manual processes into scalable systems and tools (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, and/or consulting firm working with SaaS and Software companies
• High attention to detail and advanced quantitative skills, especially as it relates to 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
• Transactional finance experience, as well as an understanding of operational finance
• Prior experience preparing reports, presentations, and memos; ability to present data-driven insights in a clear, succinct, and comprehensive manner
• Strong drive and motivation, adhering to the highest professional standards in working with clients and colleagues
• An ability to work collaboratively and independently in a team-oriented environment, understanding how to take initiative and seek guidance when needed in order to advance your projects 

You Are:

• Excited to be part of a growing team, with a focus on driving future growth
• Prepared to assist with the build out and execution project deliverables for Software and SaaS companies, including the development of 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
• Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
  Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)
• A self-starter with a strong work ethic
• Full of entrepreneurial spirit and comfortable in a fluid, flat organization
• Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
• A team player, able to work with team members across all levels
• Someone who enjoys mentoring others and doing meaningful work
• A leader of others; you lead by example

The annual salary for this role ranges from: $153,000 to $210,000 USD  + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth 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.

Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

#LI-VL1

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 position can be based in our New York City, Dallas, or Chicago offices 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 SaaS company undergoing an ownership transition needs additional visibility into company-wide financial and operational performance. You are brought in to:
  • Determine data availability and reliability across CRM, billing, and ERP systems, and design a structured process to aggregate relevant data sets that will serve as the foundation for ongoing SaaS reporting
  • Work with the CFO, PE sponsor, and operating team to understand SaaS 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 to support monthly Board and management reporting packages
  • Train the existing FP&A team to run and own reporting, ARR analysis, and forecast tools
• A software company that scaled through acquisitions requires a planning process, improved forecasting tools, and more insightful analytics to guide decision making. You are brought in to:
  • Complete a deep dive assessment to identify gaps in the existing budgeting and forecasting processes
  • Lead a comprehensive budgeting in partnership with Finance, FP&A, sales, operations, and senior leadership teams
  • Build a cash flow forecasts, coordinating with relevant teams to reflect cash from new bookings, renewal, and other drivers of liquidity
  • Leverage PowerPivot to structure and analyze data within Excel, delivering user-friendly reporting for the CFO and FP&A team, while identifying opportunities to transition manual processes into scalable systems and tools (e.g., BI, CPM)

You will: 

• Provide project leadership and execute on client engagements, including directing and overseeing teams of consultants, managing work streams to agreed timelines, performing quality control of client deliverables, and leading the presentation of deliverables
• Lead the build out and execution project deliverables for Software and SaaS companies, including the development of bottoms up annual budgets and forecasts driven by core operating levers and metrics such as ARR, bookings, retention, and headcount
• Design and deliver management reporting for Software and SaaS businesses, providing clear visibility into ARR, bookings, and headcount, and comparing current and YTD performance against prior year results, forecasts, and budget targets
• Build and refining models, metrics, tools, and methodologies, including ARR roll-forward and “snowball” analyses that explain movements
• Actively participate in business development efforts focused on SaaS and software companies, positioning the firm’s full range of capabilities and leveraging existing relationships to originate and expand opportunities with CFOs, finance leaders, and PE sponsors
• Partner with Accordion leadership team to develop industry specific marketing and thought leadership materials for Software & SaaS, collaborating with internal teams to articulate Accordion’s solutions, differentiated value proposition, and relevant use cases for CFOs
• Act as relationship manager, responsible for addressing client and financial sponsor needs and associated communications throughout the course of engagements
• Drive Accordion know-how and best practices in the execution of all client engagements
• Work with the business development team to cultivate client relationships and drive marketing efforts for potential new engagements
• Assess project needs and lead the development of proposals and work plans for potential client engagements
• Help lead Practice development initiatives, including development of execution toolkits and resources for key service areas, as well as the build-out and ongoing maintenance of Accordion’s consulting knowledge hub
• Mentor junior consultants and actively participate in career development
• Travel to client site as needed
  

You Have: 

• Bachelor's degree in Finance, Accounting, or Economics; MBA is a plus
• Minimum 10 years of experience at a top tier private equity firm, investment bank, and/or consulting firm working within Software or SaaS companies
• Experience in the FP&A department of an operating company and/or a track record of interacting with private equity funds and private equity-owned businesses is a plus
• Strong analytical and modeling skills with significant experience building complex financial models for analysis and forecasting, with ability to summarize key data into executive dashboards
• High attention to detail and advanced quantitative skills, especially as it relates to 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
• Prior experience preparing reports, and presentations; ability to present data-driven insights in a clear, succinct, and comprehensive manner
• Strong drive and motivation, adhering to the highest professional standards in working with clients and colleagues
• Excellent interpersonal, leadership, and team management skills

You Are:

• Excited to be part of a growing team, with a focus 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 get your hands dirty in the details of a project while simultaneously seeing the whole picture
• Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)
• A self-starter with a strong work ethic
• Full of entrepreneurial spirit and comfortable in a fluid, flat organization
• Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary

The annual salary for this role ranges from: $178,500 to $250,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth 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.

Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

#LI-VL1

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.

As we build our European footprint, the London office presents a unique entrepreneurial opportunity to shape our presence and accelerate growth across the region—while benefiting from the support and stability of an established, industry-leading firm.

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. 

Strategic Finance

Accordion’s Strategic FP&A Practice helps Private Equity backed 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 rigour and pace required in a PE-backed environment.

This role can be based in our London office. Ideal candidates should be local to the desired location, with the flexibility to work remotely 1-2 days a week, blending the best of both worlds for efficiency and collaboration.

What You’ll Do:

• Provide project leadership and execute on client engagements, including directing and overseeing teams of consultants, managing work streams to agreed timelines, performing quality control of client deliverables and leading the presentation of deliverables.
• Act as relationship manager, responsible for addressing client and financial sponsor needs and associated communications throughout the course of engagements.
• Drive Accordion know-how and best practices in the execution of all client engagements.
• Work with Business Development team to cultivate client relationships and drive marketing efforts for potential new engagements.
• Work closely with client management teams to assess project needs and lead the development of proposals and work plans for potential client engagements.
• Work with Consulting Execution team on practice development initiatives, including development of execution toolkits and resources for key service areas, as well as the build-out and ongoing maintenance of Accordion’s consulting knowledge hub.
• Lead/participate in consultant teach-ins and other training exercises.
• Regular and extensive travel across Europe to work with clients in the relevant jurisdictions.
• Mentor junior consultants and actively participate in career development.
• Actively participate in the recruiting and on-boarding process for new consultants, as well as the performance review process for engagement teams.

You Have: 

• A bachelor’s degree in business, finance or economics. MBA a plus.
• 10 years+ experience at (a) a top tier private equity firm, investment bank and/or consulting firm, and/or (b) the FP&A department of an operating company.
• Track record of interacting with private equity funds and private equity owned businesses a plus.
• Strong quantitative and organisational skills.
• Track record of managing others towards beautiful delivery.
• Outstanding oral and written communication skills.
• Client focused, results-driven, and extreme attention to detail.
• Strong Excel skills with financial modeling and valuation skills.
• Strong interpersonal, leadership and team-management skills.
• A track record of acting with integrity.

You Are:

• A self-starter with a strong work ethic.
• A leader of others; you lead by example.
• A strong team player, able to work with team members across all levels.
• Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary.
• Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing).
• Excited to be part of a growing team, with a focus on driving future growth
• Full of entrepreneurial spirit and comfortable in a fluid, flat organisation.
• Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies.
• Passionate about delivering exceptional client service.
• Someone who enjoys mentoring others and doing meaningful work.
• Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture.

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, colour, religion, marital status, age, national origin, ancestry, physical or mental disability, medical​​​ condition, pregnancy, genetic information, gender, sexual orientation, gender identity or ​expression, military status, or any other status protected under law.

Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

#LI-JR1

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. Get ready to:
  • Design a singular finance function that can serve all three businesses; including headcount, budget, and specific roles and responsibilities for each member of the team
  • Assist in developing highly detailed, week-by-week training plans for each team member
  • Select and implement a robust ERP solution which meets the needs of the newly combined business
  • Build analytical tools and create template reporting

You Have: 

• Bachelor's degree in Finance, Accounting, or Economics; MBA is a plus
• Minimum 10 years of experience at a top tier private equity firm, investment bank, and/or consulting firm
• Experience in the FP&A department of an operating company and/or a track record of interacting with private equity funds and private equity-owned businesses is a plus
• High attention to detail and advanced quantitative skills, especially as it relates to 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
• Transactional finance experience, as well as an understanding of operational finance
• Prior experience preparing reports, presentations, and memos; ability to present data-driven insights in a clear, succinct, and comprehensive manner
• Strong drive and motivation, adhering to the highest professional standards in working with clients and colleagues
• Excellent interpersonal, leadership, and team management skills

You Are:

• Excited to be part of a growing team, with a focus 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 get your hands dirty in the details of a project while simultaneously seeing the whole picture
• Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)
• A self-starter with a strong work ethic
• Full of entrepreneurial spirit and comfortable in a fluid, flat organization
• Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
• A team player, able to work with team members across all levels
• Someone who enjoys mentoring others and doing meaningful work
• A leader of others; you lead by example

The annual salary for this role ranges from: $189,000 to $250,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to skill set, years and depth 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.

Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

#LI-VL1

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.

As we build our European footprint, the London office presents a unique entrepreneurial opportunity to shape our presence and accelerate growth across the region—while benefiting from the support and stability of an established, industry-leading firm.

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. 

Strategic Finance

Accordion’s Strategic FP&A Practice works with leading private equity firms globally to help the Finance teams of portfolio companies 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 whilst working at the pace and rigour required in a PE-backed environment.

This role can be based in our London office. Ideal candidates should be local to the desired location, with the flexibility to work remotely 1-2 days a week, blending the best of both worlds for efficiency and collaboration.

What You’ll Do:

As an Associate 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 Controllers, to identify and rectify issues across a broad range of scenarios. This role will require regular and extensive travel across Europe to work with clients in the relevant jurisdictions.

The following representative engagements are emblematic of the type of work you’ll do as an Associate 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, 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 a 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 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, analysing, and modeling data within Excel. Despite back-end complexity, you 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 on-boarding in order to realise the synergies identified in their investment thesis. Get ready to:

• Design a singular finance function that can serve all three businesses; including headcount, budget, and specific roles and responsibilities for each member of the team.
• Assist in developing a highly detailed, week-by-week training plans for each team member.
• Select and implement a robust ERP solution which meets the needs of the newly combined business.
• Build analytical tools, create template reporting.

You Have: 

• A bachelor's degree in business, finance or economics. A Master’s degree (MBA, MA in Finance etc.) is beneficial.
• Minimum 3 years+ experience at a top tier private equity firm, investment bank and/or consulting firm.
• Strong quantitative skills, highly organised and pay extreme attention to detail.
• Strong ability to leverage Excel to manage, simplify, analyse and present large and complex datasets.
• Strong financial modeling and corporate valuation skills.
• Prior experience preparing reports, presentations and memos, able to put your thoughts in writing in a clear, succinct, and comprehensive manner.
• Experience working with cross-functional teams or departments, able to work closely with others whose expertise is different to your own.
• Demonstrated good judgement, take initiative and seek guidance when needed in order to advance your projects.
• Strong drive and motivation and adhere to the highest professional standards in working with clients and colleagues.
• Additional European language skills are a plus.

You Are:

• A self-starter with a strong work ethic
• A leader of others; you lead by example
• A strong team player, able to work with team members across all levels
• Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
• Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing).
• Excited to be part of a growing team, with a focus on driving future growth
• Full of entrepreneurial spirit and comfortable in a fluid, flat organisation
• Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies
• Passionate about delivering exceptional client service
• Someone who enjoys mentoring others and doing meaningful work
• Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture

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, colour, religion, marital status, age, national origin, ancestry, physical or mental disability, medical​​​ condition, pregnancy, genetic information, gender, sexual orientation, gender identity or ​expression, military status, or any other status protected under law.

Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

#LI-JR1

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. 

Strategic Finance

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 an Associate 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 an Associate 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. Get ready to:
  • Design a singular finance function that can serve all three businesses; including headcount, budget, and specific roles and responsibilities for each member of the team
  • Assist in developing highly detailed, week-by-week training plans for each team member
  • Select and implement a robust ERP solution which meets the needs of the newly combined business
  • Build analytical tools and create template reporting

You Have:

• Bachelor's degree in Finance, Accounting, or Economics; MBA is a plus
• Minimum 3 years of experience at a top tier private equity firm, investment bank, and/or consulting firm
• High attention to detail and advanced quantitative skills, especially as it relates to 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
• Transactional finance experience, as well as an understanding of operational finance
• Prior experience preparing reports, presentations, and memos; ability to present data-driven insights in a clear, succinct, and comprehensive manner
• Strong drive and motivation, adhering to the highest professional standards in working with clients and colleagues
• An ability to work collaboratively and independently in a team-oriented environment, understanding how to take initiative and seek guidance when needed in order to advance your projects

You Are:

• Excited to be part of a growing team, with a focus 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 get your hands dirty in the details of a project while simultaneously seeing the whole picture
• Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)
• A self-starter with a strong work ethic
• Full of entrepreneurial spirit and comfortable in a fluid, flat organization
• Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
• A team player, able to work with team members across all levels
• Someone who enjoys mentoring others and doing meaningful work
• A leader of others; you lead by example

The annual salary for this role ranges from: $112,500 to $160,000 + benefits + bonus.

Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth 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.

Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

#LI-VL1