Who We Are

Babylist is the leading registry, e-commerce, and content platform for growing families. More than 9 million people shop with Babylist every year, making it the go-to destination for seamless purchasing, trusted guidance, and expert product recommendations for new parents and the people who love them. What began as a universal registry has grown into a full ecosystem for new parents, including the Babylist Shop, Babylist Health, and a flagship showroom in Los Angeles. Hundreds of brands in baby and beyond partner with Babylist to engage meaningfully with families during one of life’s most important transitions. With over $1 billion in annual GMV, and more than $500 million in 2024 revenue, Babylist is reshaping the $320 billion baby product industry. We’re helping parents feel confident, connected, and cared for at every step. As we build the generational brand in baby, our mission remains simple: to connect growing families with everything they need to thrive.To learn more, visit www.babylist.com.

Our Ways of Working

Babylist is remote-first with team members across the U.S. and Canada who move fast, think smart, and use AI as part of how they work every day — not as an experiment, as an expectation. We come together twice a year to build the relationships behind the work, and we hire people who are genuinely excited about what's possible and prove it through how they show up.

This role is remote and open to candidates based on the East Coast (Boston to DC) or in the Los Angeles area. While the day-to-day work is remote, proximity to our key hubs matters for this role — you'll need to be available during Eastern or Pacific business hours and able to travel occasionally for in-person collaboration.

What The Role Is

We're looking for a Director of Social and Influencer Marketing. This role sits at the intersection of brand, community, and content — responsible for upleveling how Babylist shows up across social channels, how we build and sustain creator relationships at scale, and how we translate social attention into trust, advocacy, and measurable business outcomes. Reporting to the VP, Brand and Media, you will expand on our current social and influencer strategy and manage our social team. This role will lead creator strategy, strengthen community engagement, and continue elevating the quality and impact of our content.

We’re looking for a leader who can sharpen strategic focus, deepen community connection, and raise the bar creatively. You must have strong creative instinct and editorial judgment, paired with the analytical rigor to understand what’s working and scale it. We expect you to be deeply culturally fluent, ahead of trends, and actively using the latest AI tools to sharpen workflows, fuel creative experimentation, and strengthen analysis.

Who You Are

• 10+ years in social media and/or influencer marketing, with meaningful time in a leadership role managing and developing teams
• A demonstrated track record of building or scaling influencer programs that drive measurable results — awareness, conversion, and brand affinity
• Deep fluency in the creator economy: how to structure partnerships, evaluate and tier creators, negotiate contracts, and build relationships that last beyond a single campaign
• Consumer brand experience in a category with strong community dynamics — parenting, lifestyle, health/wellness, or a brand where trust and emotional resonance are core to the value proposition
• Strong editorial and creative instincts — you care about the quality of the content, not just the metrics behind it
• Deep, hands-on familiarity with leading AI tools; a habit of integrating them into daily workflows to drive better outcomes; and the ability to translate what you've learned into practical training for your team.
• Equal comfort with brand strategy and performance data: you can write a creative brief and present a channel dashboard in the same meeting
• Clear, confident communicator with senior stakeholders — you know how to tell the story of social impact to a VP, a CFO, or a skeptical cross-functional partner
• You're genuinely excited about what AI can do - not just as a concept, but as something you want to get your hands on. At Babylist, every team uses AI daily, and we're looking for people who lean in.

How You Will  Make an Impact

• Own the end-to-end influencer marketing strategy, from building and scaling a creator program across gifted, affiliate, and paid partnerships to relationship management, campaign execution, and measurement
• Establish a clear ROI framework that evaluates influencer investment across the full funnel — with particular attention to how creator content maps to the Babylist audience lifecycle. 
• Develop Babylist Beverly Hills and NYC as living creator activation platforms — extending the Babylist Experience franchise and deepening celebrity and creator relationships through in-person, content-forward programming
• Serve as a primary steward of Babylist's brand voice across social and influencer channels
• Collaborate with larger brand teams (including editorial, PR/Comms, education, design, branded content) to align social strategy with other internal roadmaps
• Drive community engagement strategies that deepen loyalty and advocacy among expecting and new parents — Babylist's most high-intent audience
• Set and own the KPIs for social and influencer: reach, engagement, earned media value, follower growth, and downstream conversion
• Partner with performance marketing on paid social amplification and attribution
• Translate data into clear, actionable strategy with a consistent test-and-learn cadence
• Set and manage budgets across social and influencer programs, making recommendations to improve ROI and efficiency over time.
• Take a leadership role in Babylist’s video content strategy — overseeing short-form and long-form video across social platforms with a focus on differentiated, audience-first storytelling.
• Identify opportunities for original video content that builds brand equity, grows owned audiences, and is optimized for platform-specific formats.
• Lead, develop, and inspire a team of ~5
• Build a high-performance culture grounded in clarity of ownership, strong feedback loops, and ambitious but achievable goal-setting

About Compensation

We use a market-based approach to compensation. The starting salary range for this role is:

$195,050.00 - $234,060.00

Your starting salary will be based on your location, experience, and qualifications, with increases over time tied to performance, role growth, and internal pay equity.

Why You Will Love Working At Babylist

Our Culture

• We work with focus and intention, then step away to recharge
• We believe in exceptional management and invest in tools and opportunities to connect with colleagues
• We build products that positively impact millions of people's lives
• AI is intentionally embedded in how we work, create, and scale—supporting innovation and impact

Growth & Development

• Competitive pay and meaningful opportunities for career advancement
• We believe technology and data can solve hard problems
• We're committed to career progression and performance-based advancement

Compensation & Benefits

• Competitive salary with equity and bonus opportunities
• Company-paid medical, dental, and vision insurance
• Retirement savings plan with company matching and flexible spending accounts
• Generous paid parental leave and PTO
• Remote work stipend to set up your office
• Perks for physical, mental, and emotional health, parenting, childcare, and financial planning

Important Notices

Recorded Interviews Babylist uses an interview recording tool to record and transcribe interviews for evaluation purposes in accordance with applicable privacy laws. By participating in an interview, you consent to this recording and transcription.

Interview Integrity At Babylist, every team uses AI daily and we love it. During interviews though, we want to see you — your thinking, your problem-solving, your creativity. All interviews and assessments should be completed independently without AI tools or third-party assistance unless we tell you otherwise. We'll always be clear when AI is welcome. Misrepresentation during the process may result in removal from consideration.

Protect Yourself from Scams All official communication comes from the Babylist Talent Team via @babylist.com email addresses. We will never ask for payment, bank information, or personal financial details. If you receive outreach via WhatsApp, Telegram, or a non-Babylist email, it's not us. Verify open roles on our careers page.

Connections at Babylist In line with our conflict of interest policy, please let us know if you have a family member or close personal relationship with a current Babylist employee. This helps us keep our process fair for everyone.

Text Message Updates You may opt in to receive SMS updates about your application. Opting out won't affect your status. Message and data rates may apply. Reply STOP to unsubscribe or HELP for assistance. See our Privacy Policy for details.

POSITION SUMMARY:

This individual will play a critical cross-functional role supporting the Private Debt business, leading financial analysis and planning efforts, while working closely with the Tax team to incorporate tax considerations into reporting and ensure the business has clear, actionable tax visibility.

The ideal candidate is a self-starter with expertise in both financial planning and tax, capable of managing complex data, delivering actionable insights, and driving process improvement. This position will work closely with senior leadership, including the CFO, EVP & VP of FP&A and act as a key liaison with internal stakeholders and external advisors.

RESPONSIBILITIES

Financial Planning & Analysis (Approx. 60%):

• Support the delivery and ongoing enhancement of monthly reporting and analysis
• Analyze financial performance, including budget vs. actuals and key business drivers
• Assist with quarterly close processes, including accruals and allocations
• Develop and maintain financial models to support budgeting, forecasting, and long-term planning
• Contribute to improving operating P&L processes and reporting efficiency
• Support the implementation and optimization of financial systems and tools

Tax Forecasting & Strategy (Approx. 40%):

• Maintain and enhance quarterly tax forecasting and estimation processes
• Develop reporting to track partner allocations over time and ensure alignment between taxable income and cash distributions
• Support process improvements through automation and best practices to enhance accuracy and efficiency

COMPETENCIES:

• Strong analytical and modeling capabilities with the ability to synthesize complex financial data into actionable insights.
• Excellent communication skills and comfort working with executives and third-party service providers.
• High attention to detail with a demonstrated ability to manage multiple projects simultaneously.
• Strong leadership presence, with the ability to work independently and within cross-functional teams.
• Proactive and adaptable in a fast-paced, evolving environment.

REQUIREMENTS/QUALIFICATIONS:

• Bachelor’s degree in accounting, Finance, Economics, or a related field; CPA, CFA, or advanced degree preferred.
• 3–6 years of experience in tax and/or FP&A, preferably in the private equity or broader financial services industry.
• Proven experience with corporate and partnership tax concepts and IRS compliance.
• Advanced Microsoft Excel skills required, and financial modeling experience strongly preferred.
• Familiarity/Nice to have with financial and reporting systems such as NetSuite, Investran, Anaplan, Concur, SQL, and Snowflake.

This role will interview candidates for both our Boston and New York offices. 

For Massachusetts: The base salary range for this position is $110,000-$150,000. The base salary range represents the estimated low and high end for this position at the time of this posting. Consistent with applicable law, compensation may vary and will be determined based on but not limited to, the skills, qualifications, and experience of the applicant along with the requirements of the position, and Audax reserves the right to modify this pay range at any time. An employee may also be eligible for annual discretionary incentive compensation based on performance. 

Audax offers a wide range of employee benefits, including health insurance, life insurance, disability insurance, paid time off (including sick leave, parental leave, volunteer leave, and vacation), charitable donation match, family support services (including Bright Horizons and Benefit Advocate Center), and a 401(k) in addition to other benefits.

POSITION SUMMARY:

This individual will play a critical cross-functional role supporting the Private Debt business, leading financial analysis and planning efforts, while working closely with the Tax team to incorporate tax considerations into reporting and ensure the business has clear, actionable tax visibility.

The ideal candidate is a self-starter with expertise in both financial planning and tax, capable of managing complex data, delivering actionable insights, and driving process improvement. This position will work closely with senior leadership, including the CFO, EVP & VP of FP&A and act as a key liaison with internal stakeholders and external advisors.

RESPONSIBILITIES

Financial Planning & Analysis (Approx. 60%):

• Support the delivery and ongoing enhancement of monthly reporting and analysis
• Analyze financial performance, including budget vs. actuals and key business drivers
• Assist with quarterly close processes, including accruals and allocations
• Develop and maintain financial models to support budgeting, forecasting, and long-term planning
• Contribute to improving operating P&L processes and reporting efficiency
• Support the implementation and optimization of financial systems and tools

Tax Forecasting & Strategy (Approx. 40%):

• Maintain and enhance quarterly tax forecasting and estimation processes
• Develop reporting to track partner allocations over time and ensure alignment between taxable income and cash distributions
• Support process improvements through automation and best practices to enhance accuracy and efficiency

COMPETENCIES:

• Strong analytical and modeling capabilities with the ability to synthesize complex financial data into actionable insights.
• Excellent communication skills and comfort working with executives and third-party service providers.
• High attention to detail with a demonstrated ability to manage multiple projects simultaneously.
• Strong leadership presence, with the ability to work independently and within cross-functional teams.
• Proactive and adaptable in a fast-paced, evolving environment.

REQUIREMENTS/QUALIFICATIONS:

• Bachelor’s degree in accounting, Finance, Economics, or a related field; CPA, CFA, or advanced degree preferred.
• 3–6 years of experience in tax and/or FP&A, preferably in the private equity or broader financial services industry.
• Proven experience with corporate and partnership tax concepts and IRS compliance.
• Advanced Microsoft Excel skills required, and financial modeling experience strongly preferred.
• Familiarity/Nice to have with financial and reporting systems such as NetSuite, Investran, Anaplan, Concur, SQL, and Snowflake.

This role will interview candidates for both our Boston and New York offices. 

For New York City only: The base salary range for this position is $110,000- $150,000. The base salary range represents the estimated low and high end for this position at the time of this posting. Consistent with applicable law, compensation may vary and will be determined based on but not limited to, the skills, qualifications, and experience of the applicant along with the requirements of the position, and Audax reserves the right to modify this pay range at any time. An employee may also be eligible for annual discretionary incentive compensation based on performance.

Audax offers a wide range of employee benefits, including health insurance, life insurance, disability insurance, paid time off (including sick leave, parental leave, volunteer leave, and vacation), charitable donation match, family support services (including Bright Horizons and Benefit Advocate Center), and a 401(k) in addition to other benefits.

Position Summary

This role will be an integral contributor to the SCS FP&A function, with a strong emphasis on data analytics, financial systems, automation, and scalable reporting. The ideal candidate brings a technical and analytical skill set — with experience in data analytics, data engineering, business intelligence, or financial systems — and can translate complex data into clear financial insights, executive-ready reporting, and actionable business recommendations.

The Senior Associate will partner closely with the Head of FP&A, CFO, and cross-functional stakeholders to improve financial reporting infrastructure, enhance forecasting and planning processes, support technology implementations, and deliver high-quality analysis for strategic initiatives. This role is well suited for someone who enjoys solving ambiguous business problems, working with large and complex datasets, building repeatable analytical processes, and communicating insights to senior leaders.

This is a hybrid role based in Boston, MA.

Primary Responsibilities

• Partner with the Head of FP&A and CFO on critical finance, data, and technology initiatives, including financial systems implementations, reporting automation, and planning process improvements
• Build, maintain, and enhance scalable financial reporting and analytical tools using Excel, Power BI, SQL, planning systems, or other data visualization / business intelligence platforms
• Support the annual budgeting and rolling forecasting processes by improving data workflows, coordinating stakeholder inputs, managing timelines, and ensuring accuracy across financial models and reporting outputs
• Partner with finance, accounting, operations, and technology teams to improve data quality, streamline reporting processes, and automate recurring analyses where possible
• Translate business questions into structured analyses, dashboards, models, and reporting outputs that support decision-making across the organization
• Manage multiple concurrent projects, ensuring priorities, milestones, deliverables, and stakeholder expectations are met in a dynamic environment

Qualifications

• Bachelor’s degree in finance, economics, data analytics, engineering, information systems, computer science, mathematics, or a related analytical field
• 3+ years of experience in IT development, data analytics, data engineering, business intelligence, consulting, or a similarly analytical / technical environment
• Strong analytical and problem-solving skills, with the ability to work with complex datasets and translate findings into clear business narratives
• Advanced Excel and SQL skills required; experience with Power BI, Python, Power Query, or similar data analytics / automation tools strongly preferred
• Experience building dashboards, automated reporting processes, financial models, or analytical tools that improve decision-making and reduce manual effort
• Strong understanding of financial statements, budgeting, forecasting, variance analysis, and key business performance drivers
• Experience with Workday Adaptive Planning, Snowflake, data warehouses, or similar financial planning / data platforms is a plus
• Demonstrated ability to structure ambiguous problems, manage analytical workstreams, and partner effectively with finance, technology, and senior business stakeholders
• Strong written and verbal communication skills, with the ability to present technical or analytical concepts clearly to non-technical audiences
• Detail-oriented, intellectually curious, and comfortable balancing hands-on data work with executive-level communication and project management

This is an exempt position. The annualized base pay range for this role is expected to be between $90,000 - $110,000.  Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-JS1

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 where we support 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. 

Data & Analytics

Accordion's Data & Analytics (D&A) team offers cutting-edge, intelligent solutions to a global clientele, leveraging a blend of domain knowledge, sophisticated technology tools, and deep analytics capabilities to tackle complex business challenges.

We partner with Private Equity clients and their Portfolio Companies across diverse sectors, including Retail, CPG, Healthcare, Media & Entertainment, Technology, and Logistics.

This role can be based in any of our US 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.

Accordion Intelligence Lab

The AI Lab is composed of leading software and AI engineers, designing agentic-AI solutions ahead of the market. Our group builds and operationalizes the AI systems that power Accordion’s consulting capabilities, from agentic architectures and RAG pipelines to evaluation frameworks and production observability.

The Lab works closely with practice leaders to translate research findings into scalable, reliable tools that advance Accordion’s AI-driven value creation work for PE clients and their portfolio companies.

About the Role

We're looking for a Data Specialist to join one of Accordion's AI-augmented delivery pods. These pods are purpose-built teams that combine AI engineering, data science, and product management to transform how PE-backed companies run finance and operations.

In this role, you are the person who makes data work in practice. You move fluidly between messy source systems and production-ready pipelines, and you do it fast. You'll work directly alongside AI engineers and product managers to scope data requirements, diagnose quality issues, and build the data foundations that AI systems depend on. Client-facing moments come with the territory. You'll need to ask sharp questions, explain what you're seeing in plain language, and earn trust quickly.

This is not a role for someone who needs clean handoffs and stable requirements. The data is complicated, the timelines are short, and the problems change. If that sounds like the environment where you do your best work, this is the role.

What You’ll Do

• Build and maintain the data pipelines, models, and integrations that AI systems depend on, from raw source data to production-ready outputs
• Scope, design, and write custom ML models tailored to client problems, from feature engineering through evaluation and deployment
• Explore unfamiliar datasets with speed and rigor: identify structure, surface anomalies, and form a clear point of view on what the data can and can't support
• Diagnose data quality issues quickly, communicate their impact clearly, and drive resolution without waiting to be asked
• Work directly alongside AI engineers and product managers to translate ambiguous client problems into reliable, well-documented data products
• Run client working sessions on data (source system walkthroughs, model findings, quality assessments) and own the room when you do
• Tell the data story to non-technical audiences: in a chart, in a slide, in a meeting with a CFO who doesn't have time for jargon
• Navigate enterprise data environments fluently (ERP systems, BI platforms, financial data infrastructure) and get things done inside them
• Use AI tools to move faster across the full scope of your work: exploration, modeling, documentation, and client communication
• Travel to client site as needed

Success in the First 6 Months

• Own end-to-end data delivery on multiple AI engagements, from initial source system assessment through production-ready pipelines
• Establish a reputation within your pod for being the person who finds the data problem before it becomes the team's problem
• Run direct client working sessions on data (scope, quality, or access) and leave the client confident in your read of the situation
• Demonstrate faster, higher-quality output because of how you use AI tools, not just that you use them

 What You’ll Bring

• Deep, practical data skills across the full stack: SQL, Python, machine learning, data modeling, pipeline development, and hands-on experience with messy, real-world source systems
• Strong instincts for data quality: You find the problem, quantify the impact, and communicate what it means before anyone has to ask
• Experience working in fast-moving, sprint-based environments where requirements shift and you still ship
• Comfort working directly with clients: Asking the right questions, translating technical findings into plain language, and building credibility quickly
• Background in finance or PE-adjacent environments: ERP systems, FP&A data, financial close processes, or portfolio company data infrastructure
• Fluent with AI and ML workflows: Enough to understand what the engineers need from the data layer, why it matters, and the ability to teach what you know
• AI tools woven into how you work daily, with demonstrably faster output to show for it
• Strong written communication: you can document a model, write a findings summary, produce compelling stories from messy data, and draft a client-facing issue log clearly and quickly

This is a high-velocity environment. Sprints are short, client expectations are high, and we don’t slow down between engagements. If you’ve spent time in large enterprise engineering organizations where velocity is constrained by process, this will feel different.

The people who thrive here are those who find the pace energizing, not exhausting. They ship fast because they’ve internalized good judgment (not because they cut corners). They use AI tools to multiply their output, communicate clearly with non-technical stakeholders, and course-correct quickly when something isn’t working.

The annual salary for this role ranges from: $144,500 to $230,000 USD + significant bonus + benefits. 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-BS1

Why Us

NewRocket brings 20 years of advising and supporting clients in designing, implementing, and managing AI-enabled digital workflows to improve employee and customer experiences. An Elite ServiceNow Partner and ServiceNow Global Partner Award Winner, the Company has completed over 4,000 projects across nine industry specializations. NewRocket Goes Beyond Workflows™ to help clients transform their enterprise into a place where employees flourish, customers thrive, and people matter. With over 3,000 ServiceNow certifications, NewRocket's business strategists take a holistic, strategic approach to optimize the ServiceNow platform and help clients solve industry-specific challenges.

We #GoBeyondWorkflows to create new kinds of experiences for our customers.

Come join our Crew!

The Role

As an Account Executive at NewRocket, you will drive new business sales revenue in a fast-growing environment across all industries.  Your focus will be on helping mid-market organizations accelerate their digital transformation journey by leveraging the power of ServiceNow solutions. You will accomplish this through strategic account planning, territory management, and executing field-based sales activities within a defined set of prospects.

What you’ll get to do in this role:

• Develop relationships with key C-suite personas (e.g., CFO, CIO, COO, CDO) across a broad range of industries and product lines.
• Lead and orchestrate account strategy by mapping client relationships and leveraging a diverse virtual team (Solutions Consultants, Solutions Specialists, Customer Success resources, Partners, and Marketing).
• Act as a trusted advisor by understanding your customers’ unique business challenges and advising on how ServiceNow solutions can enhance their IT and business roadmaps.
• Collaborate with internal specialists and support teams to ensure the right resources are engaged at the right time to close deals effectively.
• Continuously build a healthy pipeline by identifying and qualifying opportunities in your territory.

Qualifications:

To be successful in this role, you should have:

• 5+ years of sales experience in software or solutions, with a strong track record in mid-market or enterprise environments.

• Selling outcome-based service solutions on ServiceNow or equivalent SaaS enterprise platforms.
• Experience selling into the Manufacturing vertical, primary, or retail, secondary
• Demonstrated success hunting to open new logos and expand accounts
• Experience level 4-years minimum selling into Enterprise accounts
• Seniority should be mid-senior to senior level
• Someone with a consulting background in Manufacturing is preferred.

• Proven ability to establish trusted relationships with both current and prospective clients, as well as collaborating with internal teams.
• Demonstrated success in producing new business, negotiating deals, and maintaining long-term relationships with C-level executives.
• Consistent track record of achieving or exceeding sales targets.
• A strategic mindset with the ability to understand the “big picture” and align sales strategies with broader IT and business objectives.
• A team-oriented approach, promoting a “win as a team” culture that prioritizes customer success.
• Willingness to travel as needed.

At NewRocket, we are committed to helping our clients transform their businesses through innovative ServiceNow solutions. If you are passionate about digital transformation and looking to make an impact, we encourage you to apply!

 We Take Care of Our People 

NewRocket is committed to a diverse and inclusive workplace. We value and celebrate diversity, believing that every employee matters and should be respected and heard. We are proud to be an equal opportunity workplace and affirmative action employer, committed to providing employment opportunity regardless of sex, race, creed, color, gender, religion, marital status, domestic partner status, age, national origin, or ancestry, physical or mental disability, medical condition, sexual orientation, pregnancy, citizenship, military, or Veteran status. For individuals with disabilities who would like to request an accommodation, please contact hr.us@newrocket.com https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf

The financial industry is growing at a record pace, but our data providers are still stuck in the past — with cumbersome onboarding processes, complicated APIs, slow infrastructure, and expensive licensing costs.

Databento is the next generation market data provider — with the radical idea that you should only pay for the data that you use. We power the world's largest finance and fintech institutions and lower the barrier of entry for small startups, gaining over 4,000 users during our first year of launch. Our team brings former experience at the world's leading quantitative firms, including Two Sigma, Flow Traders, Tower Research, PDT Partners, SIG, and more.

We're looking for our first VP of Finance to build and own the finance function at Databento. This is a hands-on, zero-to-one role: there's no team to inherit, no processes to maintain, and no playbook to follow.

In terms of scope, you'll establish the accounting and reporting foundation we need to scale, own compliance across tax jurisdictions, and help steer the business with accurate metrics. You'll also mentor and eventually build out the accounting function as we expand.

As VP of Finance at Databento, you will:

• Ensure correct accounting and bookkeeping practices are followed consistently, and identify gaps in our current processes
• Get us on top of tax obligations at the state and country level as we expand across markets
• Own financial metrics used to steer business decisions, ensuring they are accurately defined, computed, and reported
• Produce financial documentation for fundraising, board reporting, and investor relations
• Oversee procurement integrity — confirming that received hardware and services match against purchase orders and payments
• Audit server hardware, colocation, and software license billing to ensure we're being billed correctly
• Confirm commissions and other incentive compensation are calculated accurately
• Identify and drive improvements to billing cycle complexity and other operational inefficiencies

We're looking for:

• 5+ years of finance experience, with meaningful time as a controller, VP of Finance, or CFO
• Hands-on experience with accounting, bookkeeping, and financial reporting — not just oversight
• Track record of managing multi-jurisdiction tax compliance (US state + international)
• Experience building or formalizing finance operations at a startup or high-growth company
• Strong analytical skills and comfort owning the metrics and models leadership relies on
• Willingness to work at a scrappy pace and do things yourself before delegating
  

Nice to have:

• Experience with usage-based billing models or SaaS revenue recognition
• CPA, CFA, or MBA, or similar
• Prior experience in fintech, trading, or a high-growth tech startup
• Experience preparing materials for fundraising rounds

We offer health, dental, disability, and life insurance benefits, as well as 401(k) matching for full-time employees. We accommodate 100% remote work, with teammates living around the globe and paid in their local currency.

Notice about phishing scams

Be cautious of phishing scams impersonating Databento that offer fake job interviews and request purchases. Official emails come only from @databento.com or us.greenhouse-mail.io (our ATS). Any other domains (e.g., databento-careers.com, databento.online) are fraudulent.

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Databento, Inc. provides equal employment opportunities to all employees and applicants regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity or expression, veteran status, or genetics. We comply with federal, state, and local nondiscrimination laws in every location where we operate. This policy applies to all terms and conditions of employment, including recruiting, hiring, promotion, termination, layoff, recall, transfer, leave, compensation, and training. Pursuant to applicable laws, we consider qualified applicants with arrest or conviction records. If you need an accommodation, please let us know.

Position Overview

We are seeking an experienced and strategic Director of Taxes to lead the company’s global tax function across approximately 35 countries. This role will serve as the most senior tax leader in the organization and a key advisor to executive leadership on all tax-related matters.

The Director of Taxes will be responsible for global tax compliance, transfer pricing strategy, international tax structuring, and tax risk management. The ideal candidate brings deep expertise in multinational tax environments, strong leadership capability, and the ability to align tax strategy with broader business objectives.

Key Responsibilities

Global Tax Leadership

• Oversee all tax related matters with the assistance of the U.S. based Tax Manager, international controllers, and third-party tax advisors (domestic and international)
• Develop and execute the company’s global tax strategy aligned with business growth and operational footprint
• Serve as primary tax advisor to the CFO, executive team, and owner.

Tax Compliance & Reporting

• Oversee global tax compliance (corporate income tax, indirect tax, withholding tax, etc.)
• Ensure timely and accurate tax filings across all jurisdictions
• Lead annual tax provision processes (ASC 740)
• Manage global audits and tax authority inquiries

Transfer Pricing

• Design, implement, and maintain transfer pricing policies and documentation
• Ensure alignment with OECD guidelines and local country requirements
• Manage intercompany agreements and defend positions in audits

International Tax & Structuring

• Advise on tax-efficient structuring of global operations, IP ownership, and intercompany financing
• Support expansion into new markets
• Monitor and respond to global tax developments (e.g., OECD Pillar Two, BEPS initiatives)

Stakeholder Collaboration

• Partner with Finance, Legal, Treasury, Customer Operations teams
• Manage relationships with external auditors, tax advisors, and authorities

Qualifications

• Bachelor’s degree in accounting, (CPA, JD, or MST strongly preferred)
• 15+ years of progressive tax experience, including 4+ years in: U.S. and international tax rules, Transfer Pricing Support, S-Corps, Passthrough Entity Taxes, Transfer PriASC 740 / tax accounting, OECD guidelines and BEPS initiatives
• Experience in a global software / technology company strongly preferred
• Proven ability to operate at executive level and influence senior stakeholders
• Experience managing geographically distributed teams

We are an equal-opportunity employer and do not discriminate because of race, color, religion, sex, national origin, ancestry, marital status, veteran status, age, disability, sexual orientation or gender identity or expression or any other legally protected category. InterSystems is an E-Verify Employer in the United States.

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

Please note: This position is not eligible for immigration sponsorship. 

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.

Cloud Architect 

Reporting to the Information Security and Infrastructure Manager, the Cloud Architect leads the architectural direction for Accordion's AWS and Azure environments. This role ensures the firm's cloud platforms are aligned across practice capabilities and back-office needs while establishing clear frameworks for security, scalability, resilience, and cost management in a multi-cloud environment.

This leader will partner closely with infrastructure, security, engineering, and practice-facing technology teams to shape cloud patterns that support both enterprise operations and development activities. The role requires enterprise architectural judgment, strong cross-platform knowledge, and the ability to guide globally distributed teams across the US, UK, and India. Travel will be required.

This position will ideally be based in one of our US offices and is a hybrid role with the flexibility to work remotely 2 days per week (also eligible for remote candidates).

This position is not eligible for immigration sponsorship.

What You'll Do:

Multi-Cloud Architecture

• Define target-state architecture and standards across AWS and Azure environments
• Ensure cloud patterns support both internal corporate platforms and practice-facing development needs
• Create reusable cloud frameworks for networking, compute, storage, identity, resilience, and platform operations

Alignment & Enablement

• Drive consistency across cloud capabilities, services, and architectural patterns used by different practices and central teams
• Partner with Security and DevSecOps to align architecture, guardrails, and deployment expectations
• Guide design decisions for cloud-native and hybrid solutions

Cost Optimization Governance

• Lead cloud cost optimization strategies, usage visibility, and architectural decisions that improve efficiency without weakening capability
• Help define standards for rightsizing, consumption governance, and cost-aware design

Reliability & Resilience

• Ensure cloud architecture supports disaster recovery, business continuity, and operational resilience requirements
• Influence monitoring, backup, failover, and recovery design patterns

You Have:

• 10+ years of experience in cloud architecture, infrastructure architecture, or related enterprise technology roles
• Deep experience with AWS and Azure capabilities in complex production environments
• Strong understanding of cloud networking, security, resilience, automation, and cost optimization
• Experience building and governing standards in a multi-cloud environment
• Comfortability working across strategy, standards, and design detail
• Ability to work across infrastructure, engineering, security, and business-facing teams – you are a collaborative leader who improves consistency across diverse teams
• Consistently focused on scalable patterns rather than one-off solutions
• Bachelor's degree preferred; cloud certifications are 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: $150,000 to $180,000 + 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-HA1

Please note: This position is not eligible for immigration sponsorship. 

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.

Junior Technology Project Manager

The Junior Technology Project Manager (Analyst) will support the delivery of technology initiatives within Accordion’s Global Technology organization. This individual will operate under the guidance of the Senior Project Manager and will take ownership of small to medium-sized projects—ranging from internal process improvements to the deployment of small-scale enterprise applications. The role requires strong organizational skills, attention to detail, and the ability to coordinate effectively across teams in a fast-paced, professional services environment.

This is an excellent opportunity for an emerging project management professional to gain hands-on experience leading technology initiatives and to build a career in technology project and program management.

This role will ideally be based in our NYC, Boston, Charlotte, Chicago, or Dallas offices and is a hybrid role with the flexibility to work remotely 2 days per week.

This position is not eligible for immigration sponsorship.

What You’ll Do:

• Lead small-scale Global Technology projects from initiation through closeout, ensuring timelines, deliverables, and quality standards are met
• Support the Senior Project Manager on larger, cross-functional projects and assist with project documentation, reporting, and coordination
• Develop and maintain project plans, risk registers, and issue logs; ensure dependencies are tracked and communicated
• Coordinate project meetings, track action items, and ensure follow-up with stakeholders
• Prepare status updates and progress reports for internal leadership
• Collaborate with business and technical teams to document project requirements and validate outcomes
• Ensure adherence to established project management processes and frameworks within Global Technology
• Identify opportunities for process improvement and assist in implementing new tools or methods for efficient project delivery

You Have:

• Bachelor’s degree in Information Systems, Business Administration, or a related field
• 1–3 years of project coordination or project management experience in a technology environment; experience in a business analyst role also preferred
• Strong organizational, communication, and problem-solving skills
• Working knowledge of project management methodologies (Waterfall, Agile, or Hybrid)
• Proficiency in Microsoft Office (Excel) and project management tools such as ClickUp, Asana, or Microsoft Project
• Proficiency in ticket management systems (Jira or Azure DevOps)
• High-level understanding of coding platforms and system integrations
• Experience in test case creation and QA/UAT testing and experience in process mapping
• Ability to manage multiple tasks and priorities simultaneously with attention to detail; comfortable in a dynamic, high-performance environment
• Experience interacting with cross-functional teams including IT, business stakeholders, and vendors; must have strong interpersonal skills with a collaborative, team-oriented approach
• Eagerness and self-motivation to learn PM best practices and gain an understanding in technology systems, integration, and flow, with a strong interest in AI tools and technology development
• PMP or CAPM certification (or progress toward certification) 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: $65,000 to $85,000 + benefits + bonus (overtime eligible). 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-HA1

Please note: This position is not eligible for immigration sponsorship. 

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.

AI Support Analyst

The AI Support Admin plays a critical role in ensuring the smooth operation and adoption of AI tools across Accordion. Acting as the first line of specialized support for AI-related escalations, this individual bridges day-to-day technical assistance with long-term enablement initiatives. Reporting to the AI Enablement Lead, the Analyst will partner closely with both AI system readiness and AI training to resolve user issues, maintain system readiness, and enhance firmwide confidence in AI-driven tools.

This role combines hands-on technical troubleshooting with process and training support—making it ideal for someone who is equally comfortable solving technical challenges, documenting best practices, and assisting in the rollout of new AI capabilities.

The ideal candidate is a problem-solver who thrives at the intersection of technology and people. They bring curiosity about AI, patience in helping users, and the technical acumen to keep systems running smoothly. This person takes initiative, communicates clearly, and sees AI not just as a set of tools—but as a transformational force to make work more intelligent, efficient, and collaborative.

This position will ideally be based in one of our US offices and is a hybrid role with the flexibility to work remotely 2 days per week (also eligible for remote candidates).

This position is not eligible for immigration sponsorship.

What You'll Do:

AI Support and Troubleshooting

• Serve as the Help Desk escalation point for all AI-related issues, including tool access, performance, and integration challenges
• Troubleshoot and resolve incidents involving platforms such as Glean, CoPilot, ChatGPT, Zoom AI, and future AI applications
• Maintain documentation of known issues, resolutions, and best practices to improve first-line Help Desk response efficiency
• Monitor AI system health, escalate platform-level outages, and communicate impacts to stakeholders as appropriate

Collaboration and Enablement Support

• Work with AI system readiness to test new configurations, validate system integrations, and ensure readiness for production use
• Support AI training in maintaining learning materials, managing AI knowledge articles, and coordinating firmwide training sessions
• Participate in rollout activities for new AI tools and enhancements, providing hands-on user assistance and feedback for improvement
• Assist in building and maintaining AI usage dashboards and adoption reports in collaboration with the BI and Data Analytics teams

Continuous Improvement and Governance

• Identify recurring support patterns and propose solutions to improve user experience and system performance
• Maintain compliance with Accordion’s AI governance, security, and data management standards
• Document AI support procedures, ensuring alignment with internal IT and internal People Team standards

You Have:

• 2–4 years of experience in IT support, systems administration, or AI/automation tool management
• Strong understanding of enterprise AI tools such as Microsoft CoPilot, Glean, ChatGPT, Zoom AI, or similar
• Excellent troubleshooting, communication, and documentation skills
• Demonstrated ability to collaborate across teams, prioritize effectively, and manage multiple concurrent tasks
• Familiarity with Power BI, SQL, or other reporting tools is a plus
• Bachelor’s degree in Information Technology, Computer Science, or related field (or equivalent experience)

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: $70,000 to $90,000 + 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-HA1

Please note: This position is not eligible for immigration sponsorship. 

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.

AI Operations Associate

The AI Operations Associate monitors AI-driven workflows in production, reviews output-quality incidents, supports fallback and human-review decisions, and partners on trust-sensitive escalations. This role helps ensure AI-enabled workflows remain reliable, supportable, and safe in live finance-oriented environments.

This position will ideally be based in one of our US offices and is a hybrid role with the flexibility to work remotely 2 days per week (also eligible for remote candidates).

This position is not eligible for immigration sponsorship.

What You'll Do:

AI Workflow Monitoring

• Monitor AI-driven workflows in production for abnormal behavior, trust issues, degraded outputs, and recurring exception patterns
• Review signals related to output quality, fallback use, low-confidence patterns, and workflow anomalies
• Escalate issues that could affect live user trust, business quality, or finance-sensitive outcomes

Incident Investigation

• Support investigation of output-quality incidents, orchestration failures, prompt or workflow regressions, and tool-call problems in production
• Help distinguish true software defects from model behavior issues, data-quality problems, or process misunderstandings
• Partner closely with Engineering, QA, and business stakeholders on judgment-heavy incidents

Operational Controls

• Support human-review patterns, fallback routes, and safe-operating responses for AI-enabled features
• Help define and apply production review practices for higher-risk workflows
• Document evidence and issue patterns in ways that support repeatability and better release decisions

Continuous Improvement

• Identify recurring AI operations issues and recommend improvements to supportability, monitoring, and quality feedback loops
• Feed production learnings back into QA, Product, and Engineering
• Help improve operational trust in AI-enabled solutions over time

You Have:

• 4+ years of experience in production support, AI operations, business process operations, analytics, QA, or a similar role
• Strong analytical skills and comfort evaluating nuanced workflow or output issues, with a focus on safe operations and clear escalation
• High attention to detail with proven experience spotting subtle trust or quality issues others may miss
• Ability to work across engineering and business teams in ambiguous situations
• Comfortability balancing evidence, judgment, and business impact, all while remaining thoughtful, precise, and calm under pressure
• Experience with AI-enabled workflows, operational analytics, business process validation, or support for workflow-heavy systems
• Strong written communication and documentation discipline
• Bachelor's degree preferred

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: $110,000 to $140,000 + 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-HA1

Please note: This position is not eligible for immigration sponsorship. 

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.

Senior Production Support Engineer 

The Senior Production Support Engineer handles incident triage, issue reproduction, environment support, release support, integration failures, defect coordination, and pod escalation support. This impactful role will serve as a key onshore partner to Product and Engineering during live incidents, high-priority releases, and ambiguous production issues.

This position will ideally be based in one of our US offices and is a hybrid role with the flexibility to work remotely 2 days per week (also eligible for remote candidates).

This position is not eligible for immigration sponsorship.

What You'll Do:

Incident Response & Triage

• Handle incident triage, issue reproduction, support diagnostics, and escalation management across production systems and workflows
• Investigate application, integration, configuration, and environment issues with a focus on restoring service and clarifying root cause
• Support high-priority incidents that require close coordination with engineering, product, or business stakeholders 

Pod & Release Support

• Act as a close day-to-day support partner to pods during live releases, stabilization periods, and production issue follow-up
• Support release-watch activities and confirm production-readiness checks are executed consistently
• Help identify support risks before they become material incidents

Problem Management

• Document incidents clearly, coordinate handoffs to Engineering, and help ensure issues are tracked through resolution
• Improve runbooks, issue patterns, and support evidence to increase repeatability and speed of response
• Partner with QA and Engineering to reduce escaped defects and recurring support pain points

Business-Aware Support

• Translate technical issues into clear business impact statements for finance-sensitive workflows
• Help distinguish true defects from data issues, process exceptions, or user enablement gaps
• Escalate material issues quickly and clearly

You Have:

• 5+ years of production support, application support, systems support, or software operations experience
• Experience with modern application environments, APIs, integrations, and workflow-driven platforms
• Strong troubleshooting skills and comfort reading logs, tracing workflows, and reproducing issues
• Ability to work closely with engineers, product managers, QA, and business stakeholders, translating technical findings into business-relevant language
• Comfort handling ambiguous, escalation-heavy, and high-pressure incidents in a disciplined way – you are a dependable partner who is methodical, calm, and accountable
• Bachelor's degree preferred

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: $115,000 to $145,000 + 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-HA1

Please note: This position is not eligible for immigration sponsorship. 

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.

Manager, Production Support & Service Reliability 

The Manager of Production Support & Service Reliability owns the production support operating model, incident management, service levels, release-watch support, escalation governance, and overall live-service quality across pods. This impactful role is critical in ensuring Production Support is proactive, disciplined, and tightly connected to Engineering, Product, QA, and business stakeholders.

This position will ideally be based in one of our US offices and is a hybrid role with the flexibility to work remotely 2 days per week (also eligible for remote candidates).

This position is not eligible for immigration sponsorship.

What You'll Do:

Service Reliability Leadership

• Define the production support operating model, incident lifecycle, severity framework, and support expectations across pods
• Establish service levels, escalation paths, release-watch routines, and communication standards for production issues
• Create visibility into live-service health, incident trends, and recurring support risks

Team & Process Leadership

• Lead production support engineers and AI operations analysts as the team continues to grow
• Build repeatable support routines, runbook discipline, and issue triage practices that scale across products and workflows
• Partner with Product, Engineering, and QA to improve supportability and reduce recurring production issues

Incident & Stakeholder Management

• Own incident governance for material issues, including severity calls, stakeholder updates, escalation management, and stabilization plans
• Ensure business and technical stakeholders have clear visibility into impact, next steps, and resolution progress
• Drive post-incident review practices that improve resilience and reduce repeat failures

Finance & AI Production Readiness

• Ensure finance-sensitive workflows receive the right level of production support, issue classification, and escalation handling
• Oversee support patterns for AI-enabled workflows, including degraded outputs, fallback scenarios, trust issues, and human-review triggers
• Work with business and technical teams to distinguish software defects from data, process, training, or model-behavior issues

You Have:

• 8+ years of production support, application support, service reliability, or engineering operations experience, including team leadership
• Strong knowledge of incident management, service operations, support processes, release support, and escalation discipline – you are a builder of reliable operating processes, not just a responder to tickets
• Experience working closely with engineering and product teams in modern software delivery environments – you are structured, pragmatic, and highly credible across teams
• Ability to communicate clearly with both technical and business stakeholders during high-pressure situations – you are calm under pressure and comfortable making judgment calls with incomplete information
• Comfort operating in finance-sensitive, workflow-heavy, or business-critical application environments
• Consistent commitment to trust, transparency, and quality
• Bachelor's degree preferred

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: $150,000 to $190,000 + 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-HA1

Please note: This position is not eligible for immigration sponsorship. 

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.

Finance Domain QA Lead 

The Finance Domain QA Lead ensures Accordion's software and AI-enabled solutions are validated against real finance workflows, control expectations, and business decision contexts. This impactful role will be critical in translating finance-domain knowledge into acceptance criteria, scenario design, risk tiers, and domain signoff standards.

This position will ideally be based in one of our US offices and is a hybrid role with the flexibility to work remotely 2 days per week (also eligible for remote candidates).

This position is not eligible for immigration sponsorship.

What You’ll Do:

Domain Acceptance Design

• Define finance-oriented validation criteria for workflows involving accounting, close, reporting, FP&A, transaction support, analytics, or CFO decision support
• Translate finance process expectations into realistic scenarios, exception cases, and acceptance standards

Controls & Materiality Review

• Partner with QA and Engineering to identify where outputs could create business risk, control breakdowns, or materially misleading outcomes
• Help determine which workflows require enhanced review, human signoff, or restricted deployment

SME Review Leadership

• Coordinate fractional finance QA reviewers from practices for high-risk releases and scenario validation
• Create a lightweight but repeatable process for domain-level review

Pod Support

• Advise pods on business correctness, not just technical functionality
• Review evaluation results and help distinguish low-value issues from materially important issues

Continuous Improvement

• Identify patterns where technically passing outputs are still operationally weak, confusing, or risky
• Feed finance-domain insights back into benchmark sets and release criteria

You Have:

• 7+ years of experience in finance transformation, controllership, FP&A, transaction services, financial operations, or related domains
• Strong understanding of finance processes, internal controls, and how CFO organizations consume analysis and recommendations, with a focus on being practical, risk-aware, and business-minded
• Experience working with technology teams, product teams, or transformation programs
• Ability to turn business expectations into structured validation criteria and ability to distinguish theoretical correctness from real-world usability
• Strong judgment, communication, and stakeholder management skills – you are credible with both finance practitioners and technology teams
• Comfortability making quality calls in ambiguous scenarios
• CPA or similar background is a plus
• Bachelor's degree preferred

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: $155,000 to $195,000 + 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-HA1

Please note: This position is not eligible for immigration sponsorship. 

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.

AI Quality Associate

The AI Quality Associate focuses on validating the quality of AI-generated outputs, agent behaviors, and AI-assisted workflows. This impactful role will be critical in building benchmark scenarios, defining scoring rubrics, evaluating business usefulness, and identifying failure patterns that conventional pass or fail software testing would not catch.

This position will ideally be based in one of our US offices and is a hybrid role with the flexibility to work remotely 2 days per week (also eligible for remote candidates).

This position is not eligible for immigration sponsorship.

What You’ll Do:

AI Output Evaluation

• Design and execute structured evaluations for AI-enabled features and workflows
• Assess outputs for groundedness, instruction adherence, consistency, usefulness, tone, control compliance, and risk
• Identify hallucinations, unsupported assertions, missing logic, and unsafe recommendations

Benchmark & Rubric Development

• Build and maintain golden datasets, benchmark prompts, comparison sets, and scorecards
• Develop rubrics that allow quality to be measured consistently across releases and changes

Workflow & Model Change Validation

• Compare performance across prompt versions, workflow revisions, tools, and models
• Support release decisions with evidence on quality regression or improvement

Business & Domain Partnership

• Work closely with Finance SMEs, product managers, and engineers to determine what acceptable looks like in real business contexts
• Help define human-review thresholds and escalation patterns for higher-risk use cases

Production Feedback

• Analyze reviewer feedback, override patterns, and live quality signals to improve evaluation coverage over time

You Have:

• 4+ years of experience in QA, analytics, business process validation, AI evaluation, operations, or similar roles
• Strong writing, analysis, and pattern-recognition skills
• Experience evaluating outputs against nuanced criteria rather than only binary correctness
• Experience with finance, accounting, FP&A, transaction services, or business process design preferred
• Ability to work with structured rubrics, scenario libraries, and evidence-based reviews – you are thoughtful, precise, and highly discerning
• Ability to spot subtle output problems others miss
• Comfort with ambiguity but disciplined in scoring and documentation
• Comfort collaborating across Engineering and business teams, with a focus on trust, usefulness, and business reality
• Bachelor's degree preferred

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: $110,000 to $145,000 + 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-HA1

Please note: This position is not eligible for immigration sponsorship. 

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.

Senior Quality Engineer

The Senior Quality Engineer partners directly with delivery pods to validate software features, workflows, integrations, and releases. This impact role will be critical in executing and automating test coverage across traditional applications and AI-enabled solutions, with a focus on business-critical workflow quality and evidence-based release readiness.

This position will ideally be based in one of our US offices and is a hybrid role with the flexibility to work remotely 2 days per week (also eligible for remote candidates).

This position is not eligible for immigration sponsorship.

What You’ll Do:

Validation Execution

• Design and execute functional, integration, regression, API, and end-to-end workflow tests
• Build and maintain automated test cases where they create leverage and repeatability
• Validate system behavior across application boundaries, services, and business processes

Release Readiness

• Partner with Product and Engineering to clarify acceptance criteria, risk, and expected behavior
• Provide quality assessments grounded in evidence, defect trends, and scenario coverage
• Support pre-release validation and post-release quality review

AI Workflow Testing

• Execute test scenarios against AI-enabled features, including edge cases, missing context, ambiguous requests, and workflow handoffs
• Validate outputs against expected business behavior, traceability requirements, and quality standards

Continuous Improvement

• Identify recurring defects, weak spots in requirements, and opportunities to improve test coverage
• Contribute reusable test assets, documentation, and scenario libraries

You Have:

• 5+ years of software testing or quality engineering experience
• Experience with manual and automated testing in modern application environments
• Strong comfort with APIs, integration testing, and complex workflow validation
• Familiarity with logs, defect triage, and data validation
• Experience with finance, workflow, or data-centric products preferred
• Ability to work closely with engineers, product managers, and business stakeholders, balancing technical detail with business impact, finding edge cases and translating risk into action
• Consistent commitment to protecting quality without becoming rigid – you are methodical, curious, and accountable
• Bachelor's degree preferred

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 $150,000 + 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-HA1

Please note: This position is not eligible for immigration sponsorship. 

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.

Principal Quality Automation Architect

The Principal Quality Automation Architect designs and scales Accordion's automated quality framework across products, services, and AI-enabled workflows. This impactful role will be critical in owning the architecture behind automated validation, test harnesses, evaluation pipelines, test data strategy, and cross-pod tooling standards.

This position will ideally be based in one of our US offices and is a hybrid role with the flexibility to work remotely 2 days per week (also eligible for remote candidates).

This position is not eligible for immigration sponsorship.

What You’ll Do:

Automation Architecture

• Design and implement the core automation framework for functional, API, integration, regression, and workflow testing
• Define standards for reusable test assets, environment usage, data setup, and evidence capture
• Create scalable approaches to testing complex, multi-system workflows

AI Evaluation Infrastructure

• Build and maintain regression harnesses for AI-enabled features, including prompt and workflow comparisons, scored evaluation runs, and benchmark execution
• Partner with AI quality analysts to support rubric-based testing and measurable release criteria

Test Data & Environment Strategy

• Define approaches for test data, synthetic data, masked data, and scenario generation
• Improve reliability and repeatability of validation environments

Engineering Partnership

• Work closely with software engineers to improve testability, observability, CI/CD integration, and defect prevention
• Help pods move quality checks earlier in the development lifecycle

You Have:

• 7+ years of experience in QA automation, SDET, or quality engineering roles, with a focus on scale, repeatability, and leverage
• Strong experience with test automation frameworks, API testing, CI/CD, and integration validation – you are systems-minded and deeply technical
• Strong scripting or coding skills
• Experience working with data-intensive or workflow-heavy applications
• Exposure to AI or LLM validation tooling or strong interest in building in that space
• Ability to design frameworks, not just individual tests, and comfortability setting standards that others adopt
• Commitment to balancing sophistication with delivery pace
• Bachelor's degree preferred

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: $150,000 to $190,000 + 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-HA1

Please note: This position is not eligible for immigration sponsorship. 

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.

Manager, Quality Engineering & AI Validation

The Manager of Quality Engineering and AI Validation leads Accordion's centralized Quality Engineering and AI Validation function across software delivery pods. This impactful role will be critical in owning the quality operating model, release-readiness standards, test strategy, AI validation framework, and quality metrics used to support both conventional software and AI-enabled solutions. Above all, this leader will ensure quality is designed into delivery from the start, not inspected in at the end.

This position will ideally be based in one of our US offices and is a hybrid role with the flexibility to work remotely 2 days per week (also eligible for remote candidates).

This position is not eligible for immigration sponsorship.

What You’ll Do:

Quality Strategy & Governance

• Define the firm-wide quality strategy, release gates, and validation standards across development pods
• Establish a risk-based quality model for traditional software and AI-enabled workflows
• Define when pod-level validation is sufficient and when independent QA validation is required

AI Validation Leadership

• Build and operationalize the QA approach for AI-led products, including benchmark datasets, scoring rubrics, regression comparisons, and grounded-output validation
• Establish testing expectations for instruction adherence, consistency, business correctness, control compliance, and hallucination risk
• Partner with Engineering and Product leaders on quality implications of prompt, model, workflow, and tooling changes

Team Leadership

• Lead and develop quality engineers, AI quality analysts, and domain-oriented QA resources
• Improve the maturity of automation, evaluation routines, test evidence standards, and release discipline
• Create a scalable central model that supports pods without becoming a bottleneck

Finance & Risk Alignment

• Partner with Finance and practice SMEs to ensure solutions are validated against real business use, materiality, and control expectations
• Ensure high-risk workflows receive the right level of domain review before production release

Production Quality

• Define the framework for production quality monitoring, including escaped defects, output-quality degradation, reviewer overrides, and control failures
• Create visibility into quality trends, readiness, and recurring failure patterns for Engineering and leadership

You Have:

• 8+ years of QA, software testing, or quality engineering experience, including team leadership – you are a builder of quality systems and operating models
• Deep fluency in both engineering quality and business impact
• Experience building test strategy, release-readiness processes, and automation programs in modern software environments
• Experience supporting AI-enabled applications, workflow automation, data products, or decision-support systems
• Strong understanding of functional, integration, regression, API, and data validation approaches
• Ability to translate business-critical finance workflows into quality controls and release criteria
• Comfortability asking tough questions about readiness, risk, and evidence
• Strong communication skills and credibility with Engineering, Product, and business stakeholders – you are structured, pragmatic, and highly credible
• Consistent focus on trust, traceability, and scalable execution
• Bachelor's degree preferred

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: $165,000 to $205,000 + 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-HA1

Please note: This position is not eligible for immigration sponsorship. 

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.

Data Architect

The Data Architect defines data models, integration patterns, governance alignment, and information flow across solutions and platforms. This impactful role will be critical in ensuring data is structured and connected in a way that supports reliable operations, analytics, and AI-enabled capabilities.

This position will ideally be based in one of our US offices and is a hybrid role with the flexibility to work remotely 2 days per week (also eligible for remote candidates).

This position is not eligible for immigration sponsorship.

What You’ll Do:

Data Design

• Define conceptual and logical data models for platforms, integrations, and analytics use cases
• Set standards for data flow, master data handling, metadata, and integration design
• Partner with Product and Engineering to ensure data structures support operational and analytical needs

Governance & Integration

• Align application and platform designs to data governance requirements and enterprise standards
• Establish patterns for data quality, lineage, access, and stewardship across critical workflows
• Support data architecture decisions related to reporting, AI use cases, and system interoperability

Enablement & Improvement

• Review data-heavy solution designs and identify risks early
• Document and evolve target-state data architecture principles
• Help teams improve how they design for reusability, quality, and cross-platform consistency

You Have:

• 8+ years of data architecture, data modeling, or enterprise data design experience – you are a disciplined architect who values clarity, lineage, and quality
• Strong knowledge of data integration, data warehousing, APIs, and data governance concepts
• Experience supporting operational systems as well as reporting and analytics use cases and comfortability connecting operational systems to broader information strategy
• Commitment to focusing on data as an enterprise asset rather than a project byproduct
• Ability to work across technical and business stakeholders while remaining analytical, pragmatic, and highly collaborative
• Bachelor's degree required

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: $170,000 to $225,000 + 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-HA1

Please note: This position is not eligible for immigration sponsorship. 

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.

Application Architect

The Application Architect defines application design patterns, modularity, system structure, and technical design standards to ensure solutions are scalable and maintainable. This impactful role will be critical in providing the application-layer blueprint for how Accordion's software should be built.

This position will ideally be based in one of our US offices and is a hybrid role with the flexibility to work remotely 2 days per week (also eligible for remote candidates).

This position is not eligible for immigration sponsorship.

What You’ll Do:

Architecture Standards

• Define application architecture patterns, reference designs, and engineering standards
• Review major solution designs to ensure scalability, maintainability, and alignment to target-state principles
• Guide teams on modularity, APIs, service boundaries, and reusable components

 Design Leadership

• Partner with Product, Engineering, and Solution Architecture on target-state design decisions
• Contribute to roadmap planning by identifying architectural dependencies and technical investment needs
• Evaluate tradeoffs between speed, reuse, and long-term maintainability

Quality & Enablement

• Mentor engineering teams on design quality and architecture best practices
• Support code review and design review processes for high-impact initiatives
• Document and evolve application standards as the portfolio grows

You Have:

• 8+ years of software architecture or senior application engineering experience
• Expertise as a systems thinker, with a deep understanding of APIs, modular applications, integration patterns, and scalable system design
• Ability to communicate architecture concepts clearly to technical and non-technical stakeholders
• Comfortability influencing without becoming a bottleneck – you are practical and collaborative but able to balance ideal-state architecture with business needs
• Consistent commitment to reuse, clarity, and technical quality
• Experience in cloud-based and enterprise application environments
• Bachelor's degree required

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: $175,000 to $230,000 + 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-HA1

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. 

Operational & Technical Accounting Practice

With the increase in complexity of the business environment and transactions, CFOs of private equity-backed companies are increasingly being looked towards to drive strategic insights for their business. Finance organizations are no longer simply result reporters, but rather, they couple these results with forward-looking data to provide strategic insights which are leveraged to make business decisions. Efficiency of process and meaningful control environments allows for speed of financial reporting with increasingly accurate measures, leaving more time for the finance team to add future enterprise value, rather than look backwards.

Accordion’s Operational & Technical Accounting Advisory (O&T) Practice is comprised of a dedicated team providing accounting and financial advice to support PE-backed portfolio companies on a wide range of transactions and events, including Accounting Policies & Procedures, ERP/Financial System Execution, Financial Statement Close Process, Process & Controls Implementation, Technical Accounting, Finance/Accounting Assessment & Design and Finance & Accounting Organization Standup from a Carve-Out or Merger.  We are doers and problem solvers – making sense of complexity and bolstering sponsors’ value creation theses.

This role can be based in any of our US office locations (NYC, Chicago, Dallas, Boston, San Francisco, or Los Angeles) and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location. Travel to client sites will be required as needed.

This position is not eligible for immigration sponsorship.

What You’ll Do:

As part of a lean, cross-functional team, the O&T Associate will play a vital role in identifying and rectifying issues across a broad range of scenarios. The following representative engagements are emblematic of the type of work you’ll do as an O&T Associate at Accordion:

• A rapidly growing company with a global footprint routinely takes 45 days to close its books and produce financial statements. You and the team are brought in to:
  • Perform deep-dives and gain an understanding of current state processes, people, and systems (both on paper and in reality)
  • Identify root causes and provide recommendations on how to improve broken processes, bridge control gaps, and better align roles and responsibilities with best practices
  • Implement tools and creative solutions that the accounting function can use to streamline their close process (e.g. introduce materiality limits, close checklists, and calendars)
• The team is advising a cash-basis company going through their first-year audit. You will assist the team with the following initiatives:
  • Cash to US GAAP conversion, adopting key accounting standards such as revenue recognition and lease accounting
  • The timely and accurate preparation of financial statements, account reconciliations, and supporting schedules 
  • Project managing the audit timeline throughout the engagement
• Following the acquisition of three similar, stand-alone businesses, a PE Sponsor has identified the need to consolidate operations 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; you’ll put together intuitive processes and controls and realign roles and responsibilities to suit the strengths of the individuals
  • Draft a unified set of policies and procedures that speak to all three businesses and encourages them to operate with consistency
  • Design a standard chart of accounts for a consolidated business
  • Select, implement, and champion a robust ERP solution which meets the needs of the combined business
  • Conduct purchase accounting analyses and establish US GAAP-compliant opening balance sheets for each transaction
  • Consolidate their existing financial reporting from disparate systems, including aligning with US GAAP and adjusting for deviations in accounting policies and procedures, to produce a single source of numerical truth
• In order to keep pace with its competitors, a technology company is looking to move away from a traditional subscription-based model to a SaaS model, and requires guidance in dealing with the key finance and accounting implications which will ensue. You are part of a team that will:
  • Address changes in revenue recognition requirements and draft accounting policies that affirm the new normal
  • Challenge existing assumptions in underlying revenue forecasts and associated cost-drivers
  • Evolve the invoicing process to reflect new business processes

You Have:

• Minimum 3 years of experience (ideally 3+) working in financial accounting or operations at a top-tier public accounting or financial advisory firm, and/or private company
• Bachelor's degree in Accounting or related field; CPA is a plus
• A strong and up-to date knowledge of US GAAP (exposure to IFRS is a plus), with deep technical understanding of topics such as ASC 606 revenue recognition, lease transactions, purchase accounting, etc.
• Experience in the following areas: technical accounting advisory, audit readiness, and functional accounting / controllership support
• Strong Excel and PowerPoint skills
• Strong client service mindset and communication skills 

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 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

The annual salary for this role ranges from: $85,000 to $130,000 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-RM1

Klaviyo,the autonomous B2C CRM company, is at an inflection point. We've built something that works and customers love — now the mandate is scaling it with discipline in a market that is being disrupted by AI on a daily basis.  This is an incredible opportunity that requires strategy, change management skills and operating rigor - all things that best in class Business Operations’ teams are known for. The Head of Business Operations owns the system that makes Klaviyo execute. Not a function. Not a program. The whole operating architecture — how strategy gets set, how it cascades, how cross-functional work actually moves, how the leadership team stays aligned, and how the Board stays informed. You will call out what's broken. You will fix it. And you will do it without waiting for permission.

This role sits at the intersection of the CEO, the senior leadership team (LT), and the operational engine of the company. If you've scaled a company through hypergrowth, led the unglamorous work that makes a leadership team actually function, and built operating systems that outlast any individual — this was written for you.

What You'll Own

Business Strategy, Planning & Execution

• Lead the annual and multi-year operating planning process: align the LT on top company priorities, connect initiatives to Annual Operating Plan, and make sure every Klaviyo understands how their work ties to what matters most
• Own the company-wide OKR process end to end — set, cascade, review quarterly, communicate progress, and hold owners accountable to outcomes, not just metrics
• Define and manage company KPIs across functions; run regular performance reviews and operational audits; identify what's off-track and drive resolution before it compounds
• Drive automation of KPIs and OKR results using AI tools and internal agents to provide real-time visibility into data trends and insights
• Own the management operating system: the meetings, the cadences, the decision forums — design how they interact and make sure they're actually moving the company forward, not just filling calendars
• Obsess over operational efficiency: notice what's broken, name it clearly, and fix it — before it becomes expensive

Top Strategic Initiatives

• Lead and/or support Klaviyo's highest-priority cross-functional initiatives — providing functional owners with leverage and making sure execution moves together, not in parallel silos
• Drive alignment on key decisions, manage cross-functional working teams, track deliverables, and own outcomes — including where no one else has clear ownership
• Take on the cross-functional work that matters but doesn't have a natural home, including our evolving AI approach
• Drive consistent reporting and a unified view of the business by collaborating with GTM and R&D Analytics teams. Independently conduct root cause analyses for critical company issues.

CEO & Leadership Team Effectiveness

• Design and run the operating cadences for our Co-CEOs and the senior leadership team: weekly meetings, leadership forums, quarterly offsites, executive planning calendar
• Support preparation of Board meeting materials, agenda, and co-CEO narrative; manage the Board portal; contribute to the multi-year Board calendar
• Keep Board members informed and engaged between meetings — not just the formal book, but the context and momentum they need to govern well
• Attend meetings on behalf of our Co-CEOs as needed; drive follow-through on commitments

Culture & Presence

• Show up visibly across Klaviyo — at all-hands, in team meetings, in KRGs, in global offices
• Be a genuine culture carrier; model what extreme ownership looks like at the operational level
• Champion AI adoption

What We're Looking For

Experience

• 12+ years in business operations, strategic operations, or Chief of Staff roles at high-growth technology companies — ideally with experience across both hypergrowth and post-IPO phases
• Proven track record of building and running a company-wide operating system — OKRs, planning, performance management — not just participating in one someone else designed
• Experience leading through major organizational inflection points: rapid scaling, go-public events, integrations, or significant structural change
• Demonstrated ability to work directly with and influence CEOs and senior leadership teams without relying on positional authority — through clarity, credibility, and quality of thinking
• Experience building and leading high-performing teams; a developer of people, not just a driver of output
• Financial fluency is non-negotiable: comfort with LRP/annual planning cycles, unit economics, and working alongside a CFO and finance org as a true peer — not just a consumer of their outputs
• Background in management consulting or investment banking a plus; operators who built their skills in the trenches are equally valued
• SaaS, B2B software, or marketing technology experience preferred

Skills & Attributes

• Exceptional communicator: writes with precision, speaks with confidence, and can hold a room with a Board narrative or an all-hands equally well
• Moves with urgency: comfortable in short iterative cycles, makes decisions with incomplete information, creates momentum where others create decks
• Operationally obsessed: you notice inefficiency like a splinter; you can't leave it alone until it's fixed
• AI-native operator: you understand how to design and leverage AI systems to automate reporting, surface real-time visibility into KPIs and OKRs, and drive company-wide efficiency — and you're resourceful enough to go find the source data yourself rather than waiting for someone to hand it to you
• Data-driven and influential: you don't just analyze — you use data as a lever; your insights shape decisions, change minds, and move the org toward better outcomes
• A natural integrator: builds trust with functional leaders, navigates tension without drama, keeps the company moving without becoming the bottleneck
• Deeply aligned with Klaviyo's values: extreme ownership, high standards, collaborative directness, customer orientation, level playing field

What This Role Is Not

This is not a chief of staff role that begins and ends with the CEO's calendar. It is not a program manager who tracks work other people own. And it is not a strategic advisor who synthesizes without executing. This is an operator with real accountability for how Klaviyo runs — who brings both the systems thinking and the hands-on discipline to make it better, every quarter.

We use Covey as part of our hiring and / or promotional process. For jobs or candidates in NYC, certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on April 3, 2025.

Please see the independent bias audit report covering our use of Covey here

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. 

Operational & Technical Accounting Practice

With the increase in complexity of the business environment and transactions, CFOs of private equity-backed companies are increasingly being looked towards to drive strategic insights for their business. Finance organizations are no longer simply result reporters, but rather, they couple these results with forward-looking data to provide strategic insights which are leveraged to make business decisions. Efficiency of process and meaningful control environments allows for speed of financial reporting with increasingly accurate measures, leaving more time for the finance team to add future enterprise value, rather than look backwards.

Accordion’s Operational & Technical Accounting Advisory (O&T) Practice is comprised of a dedicated team providing accounting and financial advice to support PE-backed portfolio companies on a wide range of transactions and events, including Accounting Policies & Procedures, ERP/Financial System Execution, Financial Statement Close Process, Process & Controls Implementation, Technical Accounting, Finance/Accounting Assessment & Design and Finance & Accounting Organization Standup from a Carve-Out or Merger.  We are doers and problem solvers – making sense of complexity and bolstering sponsors’ value creation theses.

This role can be based in any of our US 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. Travel to client sites will be required as needed.

This position is not eligible for immigration sponsorship.

What You’ll Do:

As part of a lean, cross-functional team, the O&T Vice President (Manager) will play a vital role in identifying and rectifying issues across a broad range of scenarios. The following representative engagements are emblematic of the type of work you’ll do as an O&T Vice President (Manager) at Accordion:

• A rapidly growing company with a global footprint routinely takes 45 days to close its books and produce financial statements. You and the team are brought in to:
  • Perform deep-dives and gain an understanding of current state processes, people, and systems (both on paper and in reality)
  • Identify root causes and provide recommendations on how to improve broken processes, bridge control gaps, and better align roles and responsibilities with best practices
  • Implement tools and creative solutions that the accounting function can use to streamline their close process (e.g. introduce materiality limits, close checklists, and calendars)
• The team is advising a cash-basis company going through their first-year audit. You will assist the team with the following initiatives:
  • Cash to US GAAP conversion, adopting key accounting standards such as revenue recognition and lease accounting
  • The timely and accurate preparation of financial statements, account reconciliations, and supporting schedules 
  • Project managing the audit timeline throughout the engagement   
• Following the acquisition of three similar, stand-alone businesses, a PE Sponsor has identified the need to consolidate operations 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; you’ll put together intuitive processes and controls and realign roles and responsibilities to suit the strengths of the individuals
  • Draft a unified set of policies and procedures that speak to all three businesses and encourages them to operate with consistency
  • Design a standard chart of accounts for a consolidated business
  • Select, implement, and champion a robust ERP solution which meets the needs of the combined business
  • Conduct purchase accounting analyses and establish US GAAP-compliant opening balance sheets for each transaction
  • Consolidate their existing financial reporting from disparate systems, including aligning with US GAAP and adjusting for deviations in accounting policies and procedures, to produce a single source of numerical truth
• In order to keep pace with its competitors, a technology company is looking to move away from a traditional subscription-based model to a SaaS model, and requires guidance in dealing with the key finance and accounting implications which will ensue. You are part of a team that will:
  • Address changes in revenue recognition requirements and draft accounting policies that affirm the new normal
  • Challenge existing assumptions in underlying revenue forecasts and associated cost-drivers
  • Evolve the invoicing process to reflect new business processes

You Have: 

• Minimum 5-9 years of experience working in financial accounting or operations at a top-tier public accounting or financial advisory firm, and/or private company
• Bachelor's degree in Accounting or related field; CPA is a plus
• A strong and up-to date knowledge of US GAAP (exposure to IFRS is a plus), with deep technical understanding of topics such as ASC 606 revenue recognition, lease transactions, purchase accounting, etc.
• Experience in the following areas: technical accounting advisory, audit readiness, and functional accounting / controllership support
• Strong Excel and PowerPoint skills
• Strong client service mindset and communication skills

You Are:

• Excited to be part of a growing team, with a focus on driving future growth
• Experienced in advising clients on financial accounting issues
• Knowledgeable of complex financial accounting and operations issues
• Passionate about delivering exceptional client service
• Experienced in advising clients on financial and transformation initiatives
• 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: $110,500 to $180,000 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-RM1

About the Role

We are looking for a Director, Total Rewards to lead compensation and benefits strategy and execution across our two organizations — RA Capital Management (RACM) and our incubator, RAven. This is a high-impact, dual-focused role that is both strategic and hands-on, sitting at the intersection of people strategy and business performance.

Reporting to the Chief People Officer, you will design and deliver a comprehensive Total Rewards program that is competitive, equitable, and aligned with our business goals. You will work closely with senior HR and business leaders across both organizations and manage a direct report.

What You'll Do

Total Rewards Strategy

• Develop and implement a global Total Rewards strategy that supports RACM and RAven’s business objectives and promotes a competitive, equitable compensation and benefits framework.
• Serve as the firm's subject matter expert on compensation and benefits trends, regulatory changes, and industry best practices.

Compensation

• Design, implement, and administer competitive, performance-driven compensation programs that attract and retain top talent.
• Partner with the CPO, HRBP, and VP HR & Operations to conduct job evaluations and market pricing, ensuring appropriate compensation levels and pay equity across the organization.
• Manage mid-year and year-end compensation cycles in coordination with the CPO, CFO, and HRBP.
• Participate in compensation and benefits surveys, compiling and submitting all required company data.
• Oversee payroll administration, ensuring accuracy in coordination with the CFO.

Benefits

• Lead the design, management, and communication of benefits programs — including health, wellness, leave, and recognition — ensuring alignment with best practices and compliance with applicable regulations.
• Own the annual benefits renewal process, including vendor evaluation and selection, balancing cost and employee value.
• Manage the full open enrollment cycle, from planning and communications through systems configuration, launch, and post-enrollment activities.
• Oversee all leave of absence programs and serve as a go-to resource for employee benefits questions.
• Ensure compliance with all local, state, and federal requirements, including required notices, non-discrimination testing, and periodic plan audits.
• Partner with the COBRA Administrator to ensure accurate and timely notifications for new hires and departing employees.

Engagement & Recognition

• Partner with senior leaders to develop and implement employee recognition and rewards programs that drive engagement and reinforce a high-performance culture.
• Lead the annual employee engagement survey, synthesizing results to inform program strategy and improvements.

Analytics & Reporting

• Build and maintain dashboards to track compensation, benefits, and engagement metrics — identifying trends and delivering actionable insights to senior stakeholders.

Leadership

• Manage and mentor 1–2 direct reports, fostering their professional growth and building capability within the HR team.
• Collaborate with the CPO, CFO, VP HR & Operations at RAven, , to ensure Total Rewards programs are integrated into the firm's broader people strategy.

What We're Looking For

• 10+ years of progressive experience in compensation, benefits, or total rewards, with demonstrated experience in a senior or lead role.
• Bachelor’s degree in human resources, business, or a related field; CCP or CEBS certification a plus.
• Strong analytical skills with the ability to translate data into clear recommendations.
• Experience managing benefits programs and compensation cycles end-to-end.
• Familiarity with federal and state regulatory requirements governing compensation and benefits.
• Excellent communication and stakeholder management skills; comfortable partnering with C-suite leaders.
• Experience supporting multiple business units or organizations is a plus.
• Strong Excel modeling skills 
• Experience with Google Suite and Rippling
• Ability to thrive in a small, dynamic team environment that values collaboration, curiosity, and a good sense of humor. 
• Desire to contribute to a workplace that balances professionalism with having fun.
• Comfortable operating in a fast-paced, intellectually rigorous environment that values curiosity and precision

Key Requirements:

• Must be based in the Greater Boston area
• Must be willing to work on a hybrid schedule out of our Boston based office
• Must be authorized to work in the United States without any sponsorship

About SimpliSafe

We’re a high-tech home security company that’s passionate about protecting the life you’ve built and our mission of keeping Every Home Secure. And we’ve created a culture here that cares just as deeply about the career you’re building. Ours is a no ego culture of collaboration and innovation where those seeking their next challenge can find big opportunities and make a huge impact on the lives of all those who we protect. We don’t just want you to work here. We want you to grow and thrive here.

We’re embracing a hybrid work model that enables our teams to split their time between office and home. Hybrid for us means we expect our teams to come together in our state-of-the-art office on two core days, typically Tuesday, Wednesday, or Thursday – working together in person and choosing where they work for the remainder of the week. We all benefit from flexibility and get to use the best of both worlds to get our work done.

Why are we hiring?

Well, we’re growing and thriving. So, we need smart, talented, and humble people who share our values to join us as we disrupt the home security space and relentlessly pursue our mission of keeping Every Home Secure. 

About the Role

The Director of Indirect Procurement is a highly visible enterprise-wide leadership role responsible for managing approximately $240 million dollars in SimpliSafe’s spend. This high-impact position sits at the intersection of finance, operations, and strategy, with direct impact on the company’s bottom line and most important objectives.

This leadership role reports to the CFO and owns end-to-end indirect procurement strategy, from demand intake and sourcing through contract execution and ongoing supplier management, while also leading corporate real estate planning and lease negotiations. Success in this role requires a balance of strategic thinking and hands-on execution, strong commercial judgment, and the ability to influence senior stakeholders across the organization.

At SimpliSafe, Procurement operates as a strategic enabler, not a transactional function – an agile team focused on high-impact, high-visibility initiatives. The team delivers value through operational excellence, trusted business partnerships, expert category management, and a “make-it-happen” mindset.

The ideal candidate brings a blend of procurement experience and leadership, a high degree of financial acumen, intellectual curiosity, exceptional interpersonal and presentation skills, and the ability to influence change within a dynamic, growth-oriented environment.

Key Responsibilities

• Own and execute the enterprise indirect procurement strategy across a diverse set of categories, including SaaS, ML/AI, professional services, marketing/advertising,  corporate real estate and insurance, contact center and monitoring center operations, IT and G&A.
• Develop strong relationships with internal stakeholders to align procurement strategy with business needs.
• Lead sourcing, negotiations, and contract lifecycle management to drive measurable cost savings, long range planning, and risk reduction.
• Maintain and enforce procurement policies, approval workflows, and spend governance.
• Partner with Finance on budgeting, forecasting, and savings tracking.
• Build and manage preferred supplier programs and performance metrics.
• Identify opportunities to improve procurement processes, tools, and data visibility.
• Own corporate real estate strategy, including lease negotiations, renewals, and exits.
• Manage ongoing real estate budgets, CapEx planning and lease obligations.
• Partner with People and leadership on workplace strategy, hybrid work considerations, and future space needs.
• Manage CapEx buildouts and special projects.
• Serve as a trusted advisor to senior leadership on spend strategy, vendor risk, and real estate decisions.
• Lead, mentor, and develop team members and influence without authority across the organization.
• Collaborate closely with Legal on contracts, compliance, and risk mitigation.
• Drive continuous improvement through data, benchmarking, and best practices.

Qualifications

• 8 - 10 years of experience in indirect procurement and strategic sourcing, with at least 3 years in a leadership role leading a team of procurement professionals.
• Proven track record of delivering cost savings and operational improvements at scale.
• Strong negotiation, contract management, and stakeholder management skills.
• Experience managing complex vendor portfolios and enterprise-level spend.
• Highly analytical with strong financial acumen.
• Comfortable operating in a fast-paced, high-growth environment.
• Excellent communication skills with the ability to influence at all levels.
• Experience in SaaS, technology, or high-growth consumer companies.
• Familiarity with procurement tools, CLM systems, and spend analytics platforms (Coupa, Netsuite).
• Experience leading or building procurement functions.
• Bonus: solid understanding of corporate real estate fundamentals (leasing, renewals, facilities, brokers) and insurance.
• MBA or relevant master’s degree is a plus.

What Values You’ll Share

• Customer Obsessed - Building deep empathy for our customers, putting them at the core of our work, and developing strong, long-term relationships with them.
• Aim High - Always challenging ourselves and others to raise the bar.
• No Ego - Maintaining a “no job too small” attitude, and an open, inclusive and humble style.
• One Team - Taking a highly collaborative approach to achieving success.
• Lift As We Climb - Investing in developing others and helping others around us succeed.
• Lean & Nimble - Working with agility and efficiency to experiment in an often ambiguous environment.

What We Offer

• A mission- and values-driven culture and a safe, inclusive environment where you can build, grow and thrive  
• A comprehensive total rewards package that supports your wellness and provides security for SimpliSafers and their families (For more information on our total rewards please click here)
• Free SimpliSafe system and professional monitoring for your home. 
• Employee Resource Groups (ERGs) that bring people together, give opportunities to network, mentor and develop, and advocate for change.

The target annual base pay range for this role is $171,000 to $250,000.

This target annual base pay range represents our good-faith estimate of what we expect to pay for this role. We use a market-based compensation approach to set our target annual base pay ranges and make adjustments annually. We carefully tailor individual compensation packages, including base pay, taking into consideration employees’ job-related skills, experience, qualifications, work location, and other relevant business factors. 

Beyond base pay, we offer a Total Rewards package that may include participation in our annual bonus program, equity, and other forms of compensation, in addition to a full range of medical, retirement, and lifestyle benefits. More details can be found here.

We’re committed to fair and equitable pay practices, as well as pay transparency. We regularly review our programs to ensure they remain competitive and aligned with our values.

We wholeheartedly embrace and actively seek applications from all individuals, no matter how they identify. We are committed to cultivating a diverse and inclusive workplace, and we believe our work is enriched when we incorporate a multitude of perspectives, backgrounds, and experiences. We want everyone who works here to thrive and contribute to not only our mission of keeping every home secure, but also to making our workplace safe and supportive for others. If a reasonable accommodation may be needed to fully participate in the job application or interview process, to perform the essential functions of a position, or to receive other benefits and privileges of employment, please contact careers@simplisafe.com.

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. 

Turnaround & Restructuring

Our nationally recognized turnaround, restructuring and advisory team serves companies and their stakeholders across a wide spectrum of industries and sizes, with a focus on the middle market. We provide clients with a team of seasoned professionals who have notable track records of creating value through both operational turnarounds and financial restructurings.

We are actively recruiting Turnaround & Restructuring professionals to join our team. You will provide extensive financial and operational support on client engagements across a variety of industries and markets; utilize experience and on the job training to successfully deliver reports, models, work product and advice that helps guide the direction and decisions related to client turnaround and/or restructuring objectives.

This role can be based in any of our US 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:

• Lead and perform analysis of current and historical business performance and capital structure
• Review and provide feedback on business plan and projections
• Develop 13-week cash flow forecasts that outline the liquidity profile and cash needs
• Identify alternatives to enhance liquidity and working capital efficiency
• Create dynamic financial models that demonstrate the client’s historical and potential future performance
• Assess and support the creation and preparation of corporate turnaround plans, including EBITDA enhancement, revenue generation, cost rationalization/expense reduction, asset utilization, etc.
• Provide implementation support to approved business plans and strategies
• Develop and guide execution of restructuring plans, including capital structuring/financing, stakeholder negotiation, etc.
• Develop and furnish appraisal of business options, in-court and out-of-court restructuring alternatives and contingency plans as needed
• Assist in bankruptcy preparation and administration (first day and other motions, schedules and statements, operating reports, plan of reorganization, disclosure statement, claims, etc.)
• Provide the day-to-day team management to ensure alignment between workplan execution and client expectations/deadlines
• Engage with client personnel and management as necessary to achieve objectives
• Effectively gather, analyze, and organize large data sets which may be incomplete
• Lead and support the development of quality client deliverables
• Help establish priorities across multiple work streams
• Review and guide analyses and work product of team members
• Provide interim management support on operating functions and job duties as directed

You Have:

• Bachelor’s degree in finance and/or accounting is preferred
• Graduate business degree with concentration in finance, accounting and/or operations preferred
• Minimum 8+ years of relevant professional work experience with 3+ years of restructuring experience
• Hands-on experience building / developing / maintaining fully dynamic, integrated 3-statement financial models, and 13-week cash flow models
• Advanced proficiency in Microsoft Word, Excel and PowerPoint
• Ability to build and sustain strong and trusted relationships with colleagues and stakeholders
• Demonstrated expertise and aptitude with conducting quantitative and qualitative analyses, particularly with constructing integrated financial models, analyzing financial underperformance and related services
• Experience working on projects delivering independent business reviews, short term cash flow assessments, capital structure analysis and contingency planning
• Capacity to thrive in a fast-paced, challenging, and uncertain environment
• Deep understanding of how to interpret and analyze financial statements
• Strong analytical and business writing skills
• Ability to develop the framework and take the lead on preparing reports
• Ability to work well under pressure and independently yet understand when to ask for guidance

You Are:

• Excited to be part of a growing team, with a focus on driving future growth
• Passionate about delivering exceptional client service
• Able to build credibility and trust with the client
• 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
• Comfortable delivering and presenting client deliverables
• A good delegator and leader of others; you lead by example and teach those who report to you
• A strong team player, able to work with team members across all levels
• Someone who enjoys mentoring others and doing meaningful work
• Willing to work hard to meet deadlines and client demands
• Willing to travel according to client needs

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.

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.

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 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.

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

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.  

Transformation: Finance Transformation

With the increase in complexity of the business environment and transactions, CFOs of private equity backed companies are increasingly looking to drive strategic insights for their business.  Finance organizations are no longer simply result reporters, but rather, they are responsible for analyzing results to provide the strategic insights that inform business decisions.  Process efficiencies and meaningful control environments accelerate financial reporting with increasingly accurate measures, leaving more time for the finance team to add future enterprise value.

Accordion’s Finance Transformation Practice is comprised of a dedicated team providing strategic advisory and hands-on execution expertise to support PE-backed portfolio companies on a wide range of post-transaction and transformational events, including profitability improvements, finance process optimization, liquidity enhancements, revenue cycle management and technology / AI enablement.  We are doers and problem solvers – making sense of complexity and creating enterprise value for the portfolio company.

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

This position is not eligible for immigration sponsorship.

What You’ll Do:

Work closely with other team members to serve clients within the office of the CFO of private equity portfolio companies, in the areas of finance strategy and processes improvements such as:

• Conduct and support finance function diagnostics: assessing an organization’s people, process and technology to come up with recommendations and a value-creation roadmap
• Design and support process enhancements across the any of the following process areas: lead-to-cash, source-to-pay, record-to-report and FP&A
• Design future state operating platforms (organization structure, finance processes, technology stack)
• Develop implementation plans for initiatives on a strategic roadmap, supported by quantified benefits/value and qualitative substantiation
• Support execution of plans to optimize technology, drive process automation (within ERPs or leveraging bespoke technologies and AI)
• Support Transformation Directors in driving transformation program governance over multi-workstream engagements
• Support the coordination of change management across multiple functions and workstreams
• Determine and measure the ROI of improvement initiatives, identifying risks to delivery and working with client and internal teams to develop mitigation strategies
• Bring financial expertise and leading practices to engagements
• Manage transformation workstreams at a single client – under the guidance of Accordion Managing Directors, Senior Directors and/or Directors
• Manage junior resources (Associates, or Analysts)
• Interact and build relationships with all levels of client stakeholders at portfolio companies as well as representatives from Private Equity sponsors
• Assist in growing the firm by supporting business development activities – developing proposals in collaboration with multiple practice teams
• Support internal firm initiatives to enhance our ability to serve clients and continually improve our internal capabilities
• Travel to client site as needed

You Have: 

• Minimum 5+ years of relevant professional experience working in a client serving role at a top-tier public accounting or financial advisory firm, and/or mix of client service and private industry experience at a senior level
• Bachelor's degree in Accounting, Finance or related field. MBA is a plus
• Proven experience successfully leading workstreams, managing not only client dynamics but internal team dynamics as well
• A strong and up-to date knowledge of finance best practices specifically related to the professionalization of the finance function
• Generalist across, or subject matter expert in, financial business processes including order-to-cash, procure-to-pay, record-to-report, FP&A, as well as other functions under the CFO purview
• Extensive expertise related to the design and implementation of strategies, processes and technology which increase effectiveness, reduce costs and improve profit/shareholder value
• Experience enabling financial processes with finance automation and technology deployment
• Experience performing financial function assessments
• Experience supporting strategic finance transformations
• Experience working in a private equity environment, with an understanding of the unique requirements of the private equity consulting environment
• Strong Excel and PowerPoint skills
• Strong client service mindset

You Are:

• A self-starter with a strong work ethic
• A strong team player, able to work with team members across all levels
• Someone who enjoys mentoring others and being mentored by others
• Excited to be part of a growing team, with a focus on driving future growth
• Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
• Passionate about delivering exceptional client service
• Full of entrepreneurial spirit and comfortable in a fluid, flat organization
• Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
• Comfortable managing a workstream and managing risks, progress and dependencies with other teams/workstream, as well as executing tactical tasks within your workstream (you are managing and doing).

The annual salary for this role ranges from: $144,500 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-RM1

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. 

Transformation

With the increase in complexity of the business environment and transactions, CFOs of private equity backed companies are increasingly being looked towards to drive strategic insights for their business.  Finance organizations are no longer simply result reporters, but rather, they couple these results with forward looking data to provide strategic insights which are leveraged to make business decisions.  Efficiency of process and meaningful control environments allows for speed of financial reporting with increasingly accurate measures, leaving more time for the finance team to add future enterprise value, rather than look backwards.

Accordion’s Transformation Practice is comprised of a dedicated team providing strategic advice to support PE backed portfolio companies on a wide range of transactions and events, including profitability improvements, finance process optimization, liquidity enhancements and digital transformation transaction.  We are doers and problem solvers – making sense of complexity and bolstering sponsors’ value creation thesis’s.

This role can be based in any of our US 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:

Work closely with other team members serving private equity sponsors and their portfolio companies in the areas of performance improvement and technology enablement including:

• Lead finance and operations value creation initiatives: assessing an organization’s people, process and technology to develop quantitative/qualitative recommendations and value-creation roadmap
• Design and execute implementation plans to drive cash flow and cost optimization across Contract-to-Cash, Procure-to-Payment, Forecast-to-Fulfillment processes
• Design and execute future state operating models e.g., organization structure, operating procedures, technology enablement (ERP, bespoke technology, third-party applications)
• Establish and drive transformation program governance to support multi-workstream engagements
• Measure and track KPI and initiative ROI to support targeted realization benefits
• Provide practical solutions and leading practices to enable and sustain results
• Manage workstreams and programs, under the guidance of Accordion Managing Directors and/or Senior Directors, in addition to junior resources (Vice Presidents, Associates, or Analysts)
• Interact and build relationships with C-level personnel at portfolio companies as well as representatives from private equity sponsors
• Assist in growing the firm by identifying and driving business development activities – coordinating proposals across multiple practices
• Take a lead role on internal firm initiatives to enhance our ability to serve clients and continually improve our internal capabilities
• Travel to client site as needed

You Have:

• Minimum 10+ years of relevant professional experience working in a client serving role at a top-tier consulting firm and/or mix of client service and private industry experience at a senior level
• Bachelor's degree in Accounting, Finance, Engineering, or related field. MBA is a plus
• Proven experience successfully managing multi-sector engagements and coordinating internal teams, managing not only client/sponsor but internal team dynamics as well
• Deep knowledge and experience in overseeing or driving change in business processes including contract-to-cash, procure-to-pay, record-to-report, FP&A, as well as other functions under the CFO purview
• Demonstrated and current knowledge of leading practices specifically related to the professionalization of the finance function
• Extensive expertise related to the design and implementation of strategies, processes and technology optimizing cash flow, increasing effectiveness, and improving enterprise value

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 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

The annual salary for this role ranges from: $210,000 to $250,000 + 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-RM1

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. 

Transformation

With the increase in complexity of the business environment and transactions, CFOs of private equity backed companies are increasingly being looked towards to drive strategic insights for their business.  Finance organizations are no longer simply result reporters, but rather, they couple these results with forward looking data to provide strategic insights which are leveraged to make business decisions.  Efficiency of process and meaningful control environments allows for speed of financial reporting with increasingly accurate measures, leaving more time for the finance team to add future enterprise value, rather than look backwards.

Accordion’s Transformation Practice is comprised of a dedicated team providing strategic advice to support PE backed portfolio companies on a wide range of transactions and events, including profitability improvements, finance process optimization, liquidity enhancements and digital transformation transaction.  We are doers and problem solvers – making sense of complexity and bolstering sponsors’ value creation thesis’s.

This role can be based in any of our US 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:

• Develop supply chain strategies to support clients’ business goals.
• Build and maintain strong relationships with key client stakeholders.
• Understand clients’ business needs and challenges to provide tailored supply chain solutions.
• Lead and oversee consulting projects, ensuring they are delivered on time, within scope, and budget.
• Mentor and develop junior consultants and planners, fostering a culture of continuous learning and development.
• Create a collaborative environment that encourages innovation and knowledge sharing.
• Coordinate and manage teams of consultants and analysts to execute project tasks.
• Design and implement supply chain models/processes that support business capabilities, operational requirements, balance cost, efficiency, and service level objectives.
• Analyze large sets of data to identify trends and make informed recommendations.
• Develop forecasting models to predict supply and demand, optimize inventory levels and reduce costs.
• Utilize advanced analytics and machine learning tools to enhance decision-making processes.
• Work with sales and marketing teams to incorporate market intelligence, customer insights, and promotional plans into demand forecasts.
• Determine optimal inventory levels and reorder points to balance supply with demand.
• Develop strategies for managing inventory across various locations and stages in the supply chain.
• Develop strategies to minimize shortages and ensure adequate inventory levels without overstocking.
• Optimize inventory levels across the supply chain to reduce costs and improve cash flow.
• Employ best practices, tools, and technologies to improve efficiency and accuracy in supply chain planning.
• Analyze current supply chain processes from procurement to distribution.
• Identify bottlenecks and implement solutions in inventory management, procurement, production planning, and logistics.
• Help select, implement and optimize Supply Chain management systems such as ERP, Warehouse Management Systems (WMS), and advanced planning software.
• Train staff in new technologies and processes, ensuring adoption and proper use.
• Configure software settings to align with the company's supply chain processes.
• Work closely with various departments (e.g., production, procurement, logistics) to ensure supply chain strategies align with overall business goals.
• Communicate with suppliers and partners to improve supply chain collaboration and integration.
• Negotiate contracts and manage supplier performance to ensure they meet quality and delivery standards.
• Identify potential risks in the supply chain and develop strategies to mitigate them.
• Prepare contingency plans to manage supply chain disruptions.
• Train company staff on new supply chain processes and technologies.
• Develop materials and deliver presentations to educate stakeholders on supply chain best practices.
• Continuously assess supply chain performance and implement improvements.
• Develop key performance indicators (KPIs) to measure supply chain efficiency.
• Stay updated with industry trends, challenges, and advancements in supply chain management.
• Participate in professional organizations or networks related to supply chain management.
• Travel to client site as needed.

You Have:

• A Master's degree in Supply Chain Management, Operations Research, or Business Administration, or a minimum of 10-15 years of experience in supply chain management, with a portion in a leadership role.
• Proven track record in managing supply chain projects and delivering successful outcomes.
• Experience in a consulting environment, demonstrating capability in client management, project delivery, and team leadership.
• Strong strategic planning skills with the ability to see the big picture and drive changes in complex systems.
• Exceptional leadership skills, capable of leading and motivating teams to achieve business goals.
• Advanced analytical skills with a solid proficiency in solving complex problems and optimizing supply chain processes.
• Experience with supply chain modeling and simulation tools.
• Excellent communication skills, both written and verbal, to effectively articulate ideas, negotiate with, and influence stakeholders.
• Strong interpersonal skills to manage diverse teams and work collaboratively with clients and stakeholders.
• Proficiency in supply chain management software such as SAP SCM, Oracle SCM, or other ERP systems.
• Innovative Thinking: Ability to innovate and drive new solutions for supply chain issues.
• Capable of handling high-pressure situations and making decisions under deadlines.
• Ethical Judgment: Strong ethics and transparency in handling sensitive data and making decisions.

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 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

The annual salary for this role ranges from: $190,000 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-RM1

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. 

Transformation

With the increase in complexity of the business environment and transactions, CFOs of private equity backed companies are increasingly being looked towards to drive strategic insights for their business.  Finance organizations are no longer simply result reporters, but rather, they couple these results with forward looking data to provide strategic insights which are leveraged to make business decisions.  Efficiency of process and meaningful control environments allows for speed of financial reporting with increasingly accurate measures, leaving more time for the finance team to add future enterprise value, rather than look backwards.

Accordion’s Transformation Practice is comprised of a dedicated team providing strategic advice to support PE backed portfolio companies on a wide range of transactions and events, including profitability improvements, finance process optimization, liquidity enhancements and digital transformation transaction.  We are doers and problem solvers – making sense of complexity and bolstering sponsors’ value creation thesis’s.

This role can be based in any of our US 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:

• Assess the current state of the client’s manufacturing operations and identify improvement opportunities to reduce costs, increase throughput, and improve flow of the product through the facility. Employ lean methodologies to drive the identified improvements, including daily management, visual factory, 6S, and lean problem-solving tools. Train client’s operations leadership on basic lean methodologies to ensure sustainability of improvements.
• Travel to client site as needed.

You Have:

• A Bachelor’s degree with a minimum of 3-5 years of experience in process improvement.
• Experience in implementation and use of The Toyota Production System (TPS).
• Experience with lean problem-solving tools such as Pareto Charts, Fish Bone, Root Cause Analysis, and PDCA.
• Proficiency with MS Office applications (Excel, Word, PowerPoint).
• Ability to conduct or facilitate lean events such as 6S, Kaizen, DMAIC project.
• Preferred (not required): Previous experience managing manufacturing operations.

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 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

The annual salary for this role ranges from: $100,000 to $120,000 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-RM1

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. 

Operational & Technical Accounting

With the increase in complexity of the business environment and transactions, CFO’s of private equity backed companies are increasingly being looked towards to drive strategic insights for their business. Finance organizations are no longer simply result reporters, but rather, they couple these results with forward looking data to provide strategic insights which are leveraged to make business decisions.  Efficiency of process and meaningful control environments allows for speed of financial reporting with increasingly accurate measures, leaving more time for the finance team to add future enterprise value, rather than look backwards.

Accordion’s O&T Practice is comprised of a dedicated team providing accounting and financial advice to support PE backed portfolio companies on a wide range of transactions and events, including Accounting Policies & Procedures, ERP/Financial System Execution, Financial Statement Close Process, Process & Controls Implementation, Technical Accounting, Finance/Accounting Assessment & Design and Finance & Accounting Organization Standup resulting from a Carve out or Merger transaction.  We are doers and problem solvers – making sense of complexity and bolstering sponsors’ value creation thesis’s.

This role can be based in any of our US 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:

• Work collaboratively with a diverse set of colleagues to serve clients in the areas of financial accounting matters and business processes:
  • Prepare financial statements, typically in connection with acquisitions, carve-outs, proposed sale transactions, restatements, etc.
  • Assist in the in the design and implementation of new accounting policies and procedures
  • Assess and improve financial accounting close process; including accelerating and streamlining monthly and quarterly reporting processes
  • Establish and document best-in-class financial and operational internal controls and/or assisting in controls remediation
  • Assist with audit preparation
  • Oversee and manage financial reporting and operational system implementations
  • Assess and design finance and accounting organizational structure
• Bring a knowledge of reporting and/or operational accounting issues to engagements
• Act as the firm representative during client engagements
• Assist in growing the firm by supporting business development activities
• Identify and sponsor internal initiatives
• Travel to client site as needed

You Have:

• Minimum of 12+ years of relevant professional experience working in a client serving role at a top-tier public accounting or financial advisory firm, and/or mix of client service and private industry experience at the Controller level
• Proven experience successfully managing multiple projects at the same time, managing not only client/sponsor dynamics but internal team dynamics as well
• Bachelor's degree in Accounting or related field. CPA is a plus
• A strong and up-to date knowledge of US GAAP (exposure to IFRS is a plus), with deep technical understanding of topics such as ASC 606 revenue recognition, lease transactions, purchase accounting, etc.
• Experience preparing financial statements and drafting footnote disclosures. Experience with carve-outs and restatements is a plus
• Experience implementing and managing standardized costing methods within a business or manufacturing setting
• Practical knowledge and success in managing the separation of business units as it relates to carve-outs
• Experience performing financial and operational internal control reviews
• Knowledge of performing IT assessments and financial system implementation experience is a plus 
• Experience working with Private Equity, with an understanding of the unique requirements of the Private Equity consulting environment
• Strong Excel and PowerPoint skills
• Strong client service mindset

You Are:

• Excited to be part of a growing team, with a focus on driving future growth
• Experienced in advising clients on financial accounting issues
• Knowledgeable of complex financial accounting and operations issues
• Passionate about delivering exceptional client service
• Experienced in advising clients on financial and transformation initiatives
• 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: $180,000 to $220,000 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-RM1

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. 

Data & Analytics

Accordion's Data & Analytics (D&A) team offers cutting-edge, intelligent solutions to a global clientele, leveraging a blend of domain knowledge, sophisticated technology tools, and deep analytics capabilities to tackle complex business challenges.

We partner with Private Equity clients and their Portfolio Companies across diverse sectors, including Retail, CPG, Healthcare, Media & Entertainment, Technology, and Logistics.

We deliver data and analytical solutions designed to streamline reporting capabilities and enhance business insights across vast and complex data sets ranging from Sales, Operations, Marketing, Pricing, Customer Strategies, and more.

This role can be based in any of our US 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.

About the Role and You

We're looking for a rare combination: a data scientist who thinks like a strategist and a strategist who speaks fluent data. You fall in love with problems and quantify complex situations using math. This isn't a role about building models in isolation—it's about transforming how a business makes decisions, identifies opportunities, and drives growth. You'll be equal parts analyst, advisor, and architect of our strategic direction.

What You'll Do

You'll sit at the intersection of data and strategy, turning complex business challenges into quantifiable opportunities. This means diving deep into our numbers to surface insights that others miss, then translating those insights into actionable growth strategies. You'll work directly with leadership to shape major business decisions, from market expansion and pricing strategy to resource allocation and competitive positioning.
Your day-to-day will involve identifying the right questions to ask before anyone else thinks to ask them, building the analytical frameworks to answer those questions, and presenting recommendations that fundamentally shift how we operate. You'll own strategic initiatives from conception through execution, measuring impact and iterating as you go. You’ll travel to client sites as needed, leading AI assessment and Strategy Engagements.

What We're Looking For

The Strategic Mindset: You naturally think several moves ahead. You understand business models, competitive dynamics, and growth levers. You can walk into a room with executives and hold your own in discussions about market strategy, unit economics, and long-term planning. You've seen how businesses succeed and fail, and you know how to spot the difference.
The Technical Depth: You're genuinely strong in quantitative methods—statistics, predictive modeling, optimization, experimental design. You can wrangle messy data, build robust analyses, and know when a sophisticated model is needed versus when a simple calculation will do. Python, R, SQL are still in your wheelhouse.
The Translation Layer: You can explain complex analytical concepts to non-technical stakeholders without dumbing them down. You know how to build conviction around data-driven recommendations and can defend your methodology when challenged. You make the quantitative accessible and actionable.
The Business Acumen: You understand P&Ls, growth metrics, customer economics, and operational levers. You've worked closely enough with business teams to know what keeps them up at night and how your analyses can help them sleep better.

Requirements

• 5+ years of experience in analytical roles with increasing strategic responsibility
• Strong foundation in statistics, machine learning, and quantitative analysis
• Demonstrated experience influencing business strategy through data
• Track record of identifying and driving growth opportunities
• Excellent communication skills with technical and executive audiences
• Proficiency in modern data science tools and languages
• Understanding of business finance and growth frameworks

Ideal Background

You might come from management consulting with deep analytical chops, strategic roles at high-growth companies, corporate strategy teams with hands-on data work, or data science roles where you've grown into strategic advisory. What matters most is that you've successfully used data to change how businesses operate and grow.

What Success Looks Like

In your first year, you'll have identified three major strategic opportunities we weren't seeing before, built the analytical infrastructure to evaluate them rigorously, and driven at least one to implementation with measurable business impact. You'll have become a trusted advisor to leadership and the person they turn to when facing the company's thorniest strategic questions.

The annual salary for this role ranges from: $145,000 to $195,000 USD + bonus + benefits. 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-BS1

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. 

Data & Analytics

Accordion's Data & Analytics (D&A) team offers cutting-edge, intelligent solutions to a global clientele, leveraging a blend of domain knowledge, sophisticated technology tools, and deep analytics capabilities to tackle complex business challenges.

We partner with Private Equity clients and their Portfolio Companies across diverse sectors, including Retail, CPG, Healthcare, Media & Entertainment, Technology, and Logistics.

We deliver data and analytical solutions designed to streamline reporting capabilities and enhance business insights across vast and complex data sets ranging from Sales, Operations, Marketing, Pricing, Customer Strategies, and more.

This role can be based in any of our US 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.

About the Role and You

Lead end-to-end delivery of modern data platforms for our clients—owning scope, schedule, budget, and outcomes. You’ll run agile delivery teams, guide medallion/lakehouse architectures, and partner with clients to translate business goals into scalable solutions on Snowflake, Azure & Databricks.

What You'll Do

• Own program delivery: Drive planning, execution, risk/issue management, RAID logs, dependencies, and executive status reporting across multi-workstream data initiatives.
• Lead agile teams: Stand up and mature Scrum/Kanban ceremonies, backlog hygiene, velocity forecasting, and release management across data engineering, analytics, and platform ops.
• Architectural stewardship: Ensure adherence to medallion (bronze/silver/gold) patterns, data contracts, CI/CD for data, and governance/quality controls (DQ rules, lineage, observability).
• Cloud & platform delivery: Orchestrate environments, security, and cost controls for Snowflake and Azure (ADF/Fabric, Databricks, Synapse, Key Vault, Purview).
• Client leadership: Serve as the day-to-day executive contact; run steering committees, manage change requests, and drive stakeholder alignment and adoption.
• Commercials & quality: Own SOW scope, staffing, and margin; forecast and track budgets; enforce delivery standards and acceptance criteria tied to business KPIs.
• Enablement: Coach PMs and tech leads; codify playbooks/templates for repeatable delivery; contribute to proposals and pre-sales as needed.
• Travel to client sites as needed

What You’ll Bring

• 5+ years of technology delivery leading data platform or analytics programs in consulting/professional services.
• Proven success managing $1M–$5M+ multi-workstream programs with distributed teams.
• Hands-on familiarity with Snowflake (warehouses, RBAC, performance/cost tuning) and Azure data services (ADF/Fabric, Databricks, Synapse, ADLS, networking & security).
• Strong command of agile delivery (Scrum/Kanban), Jira/Azure DevOps, release planning, and CI/CD for data (Git-based workflows, environments).
• Practical experience implementing medallion architectures and lakehouse patterns, data modeling, and data quality/observability.
• Stakeholder management at VP/C-suite level; crisp written/oral communication and executive reporting.
• Nice to have: regulated industries, FinOps for data platforms, data privacy/compliance (GDPR/CCPA), and analytics enablement (Power BI/Fabric).

Preferred requirements

• BS/MS in CS, IS, Engineering, or equivalent experience.
• PMP, PMI-ACP, or SAFe; Snowflake SnowPro; Microsoft Azure (DP-203, AZ-305) a plus.

What Success Looks Like

• Programs delivered on-time/on-budget with measurable business outcomes (e.g., SLA improvements, cost per query reductions, faster time-to-insight).
• Stable, secure, and cost-efficient Snowflake/Azure platforms with clear operating models and playbooks.
• High client satisfaction (CSAT/NPS) and referenceable accounts.

The annual salary for this role ranges from: $112,500 to $200,000 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-BS1

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. 

Data & Analytics

Accordion's Data & Analytics (D&A) team offers cutting-edge, intelligent solutions to a global clientele, leveraging a blend of domain knowledge, sophisticated technology tools, and deep analytics capabilities to tackle complex business challenges.

We partner with Private Equity clients and their Portfolio Companies across diverse sectors, including Retail, CPG, Healthcare, Media & Entertainment, Technology, and Logistics.

This role can be based in any of our US 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.

Accordion Intelligence Lab

The AI Lab is composed of leading software and AI engineers, designing agentic-AI solutions ahead of the market. Our group builds and operationalizes the AI systems that power Accordion’s consulting capabilities, from agentic architectures and RAG pipelines to evaluation frameworks and production observability.

The Lab works closely with practice leaders to translate research findings into scalable, reliable tools that advance Accordion’s AI-driven value creation work for PE clients and their portfolio companies.

About the Role

We’re looking for experienced AI Engineers to join new AI-augmented delivery pods: purpose-built teams that combine AI engineering, data science, and product management to transform how PE-backed companies run finance and operations.

In this role, you will design and build the AI systems that power client engagements: agentic workflows, RAG pipelines, evaluation frameworks, and production-grade tools that operate in real PE environments. You’ll work directly with clients and cross-functional pod teammates from day one, and you will be expected to ship fast, defend your decisions, and continuously raise the bar on what AI-assisted delivery looks like.

This is a highly technical, hands-on role. We move at sprint pace—not quarter pace. If you want to move quickly, own outcomes end-to-end, and build things that matter in finance, this is the role.

What You’ll Do

• Design and build multi-agent systems and RAG pipelines that automate financial workflows for PE-backed portfolio companies
• Own the full stack from prompt engineering and tool design through deployment and monitoring
• Practice eval-driven development: define how success is measured before you build
• Translate ambiguous client problems into engineering requirements and deliver results in compressed timeframes
• Present and defend architectural decisions to technical and non-technical audiences—including CFOs and PE operators
• Build observability and evaluation infrastructure to continuously improve production AI system quality
• Travel to client site as needed

Success in the First 6 Months

• Work with like-mined AI engineers to ship at least one end-to-end agentic solution in a client engagement, from scoping through production
• Establish evaluation infrastructure for your pod’s systems so that quality is measurable and regressions are caught early
• Demonstrate materially faster delivery cycles because of how you use AI tools—not just that you use them
• Build a reputation within the pod and with clients as someone who can be handed a hard problem and trusted to return a working, defensible solution

What You’ll Bring

• AI tools are woven into how you work daily—you are materially faster because of it, and you can demonstrate that concretely
• 3–8+ years of software engineering experience with a notable portion in AI/ML systems, agent development, or applied LLM engineering
• Hands-on experience building production LLM applications: RAG systems, agentic workflows, tool use, multi-agent orchestration
• Proficiency in Python; experience with LangChain, LangGraph, AutoGen, DSPy, or equivalent orchestration frameworks
• Strong grasp of evaluation methodologies: designing evals, catching regressions, assessing LLM output quality
• Solid data engineering fundamentals: ETL design, SQL/NoSQL, vector databases, streaming or batch pipelines

Nice to Have

• Open-source contributions in the AI/ML space
• Finance or PE domain experience: FP&A, GL data, ERP systems (NetSuite, SAP), or financial workflow automation
• Experience building tools for reuse across multiple clients or in multi-tenant architectures
• Prior experience in consulting, professional services, or client-facing delivery environments

This is a high-velocity environment. Sprints are short, client expectations are high, and we don’t slow down between engagements. If you’ve spent time in large enterprise engineering organizations where velocity is constrained by process, this will feel different.

The people who thrive here are those who find the pace energizing, not exhausting. They ship fast because they’ve internalized good judgment—not because they cut corners. They use AI tools to multiply their output, communicate clearly with non-technical stakeholders, and course-correct quickly when something isn’t working.

The annual salary for this role ranges from: $144,500 to $230,000 USD + significant bonus + benefits. 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-BS1

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 where we support 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. 

Data & Analytics

Accordion's Data & Analytics (D&A) team offers cutting-edge, intelligent solutions to a global clientele, leveraging a blend of domain knowledge, sophisticated technology tools, and deep analytics capabilities to tackle complex business challenges.

We partner with Private Equity clients and their Portfolio Companies across diverse sectors, including Retail, CPG, Healthcare, Media & Entertainment, Technology, and Logistics.

This role can be based in any of our US 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.

Accordion Intelligence Lab

The AI Lab is composed of leading software and AI engineers, designing agentic-AI solutions ahead of the market. Our group builds and operationalizes the AI systems that power Accordion’s consulting capabilities, from agentic architectures and RAG pipelines to evaluation frameworks and production observability.

The Lab works closely with practice leaders to translate research findings into scalable, reliable tools that advance Accordion’s AI-driven value creation work for PE clients and their portfolio companies.

About the Role

We’re looking for an AI Product Manager to join one of Accordion’s new AI-augmented delivery pods—purpose-built teams that combine AI engineering, data science, and product management to transform how PE-backed companies run finance and operations.

In this role, you are the translation layer between client problems and AI system design. You don’t manage Jira tickets, you shape what gets built and why. You’ll run discovery sessions, write tight requirements, and keep sprints moving at a pace that only works if you’re using AI to think faster, write better, and communicate more clearly.

We move at sprint pace, not quarter pace. If you want to own outcomes end-to-end, work directly with PE clients, and build things that matter in finance, this is the role.

What You’ll Do

• Interface with executive clients, garner trust in our services, and fill in your own knowledge gaps in real time.
• Translate ambiguous client problems into clear engineering requirements: PRDs, user stories and functional specs (and do it fast)
• Run client discovery sessions and earn trust quickly, including with CFOs and PE operators
• Own sprint planning and delivery coordination across your pod’s AI engineers and data scientists
• Define success criteria and KPIs for AI-powered features before they are built, not after
• Identify and communicate when an AI system isn’t performing reliably; bridge the gap between technical diagnosis and client-facing communication
• Use AI tools for 50%+ of your written output: requirements, stakeholder communications, research, and sprint planning
• Travel to client site as needed

Success in the First 6 Months

• Lead requirements and delivery coordination for at least one end-to-end AI engagement, from discovery through production
• Establish a reputation with your pod and with clients as someone who can run a room, write a tight PRD, and hold a sprint together
• Demonstrate materially faster output because of how you use AI tools, not just that you use them
• Show that you understand AI system behavior well enough to write requirements that aren’t naive about what LLMs can and can’t do

What You’ll Bring

• AI tools are woven into how you work daily, you are materially faster because of it, and you can demonstrate that concretely
• 3–6+ years of PM or delivery management experience in a technical or AI product context
• PE or finance domain experience: FP&A, financial close, ERP systems, or finance transformation programs
• Background in consulting or professional services delivery
• Experience with the commercial dimension of AI products—thinking about adoption, product-market fit, and client value capture, not just delivery
• Demonstrated ability to translate messy, ambiguous business problems into clear engineering requirements
• Experience working directly with engineers on AI/ML or data-intensive products
• Strong written communication skills, you can write a tight PRD, user story, or functional spec (and you can do it fast)
• Comfort with iterative, sprint-based delivery under real time pressure. The world is changing around us, and you’ll drive our products as an agent of change.

This is a high-velocity environment. Sprints are short, client expectations are high, and we don’t slow down between engagements. If you’ve spent time in large enterprise engineering organizations where velocity is constrained by process, this will feel different.

The people who thrive here are those who find the pace energizing, not exhausting. They ship fast because they’ve internalized good judgment—not because they cut corners. They use AI tools to multiply their output, communicate clearly with non-technical stakeholders, and course-correct quickly when something isn’t working.

The annual salary for this role ranges from: $144,500 to $230,000 USD + significant bonus + benefits. 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-BS1

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. 

The Role

We’re looking for a Technical Recruiter who can own full-cycle hiring for Accordion’s CFO Technology, and Data, Analytics & AI practices. This is not a generalist recruiting seat. The right person has direct experience hiring AI/ML engineers, data scientists, and technical product managers in a competitive market. They know what a strong GitHub profile looks like, they can tell the difference between a candidate who uses AI tools daily and one who lists them as keywords, and they’re comfortable engaging deeply technical hiring managers as a true partner.

This role can be based in any of our US office locations and is a hybrid role with the flexibility to work remotely 2 days a week, blending the best of both worlds for efficiency and collaboration. Ideal candidates should be local to the desired locations.

This position is not eligible for immigration sponsorship.

What You’ll Do:

As part of our lean Talent Acquisition team, you will:

• Partner with practice leadership and hiring managers to define requirements, calibrate on candidate quality, evolve interview processes, and provide market-informed recruiting strategy
• Build and run sourcing strategies that go beyond LinkedIn: GitHub-based sourcing, technical communities, niche platforms, and referral networks
• Evaluate and recommend new sourcing tools as the market evolves
• Screen candidates for genuine AI-first technical depth, not just keyword matches
• Track and manage pipeline in Greenhouse. Use data to inform sourcing strategy, identify bottlenecks, and report progress to stakeholders
• Manage offer details, approvals, and comp negotiations in coordination with senior leadership
• Provide market intelligence on AI/ML talent supply, comp trends, and competitive landscape to hiring managers and leadership
• Integrate Accordion’s employee value proposition and brand strategy into all recruitment activity at all levels across all platforms

You Have:

• 3+ years of technical recruiting experience with a meaningful portion spent hiring AI/ML engineers, data scientists, or adjacent technical roles
• Demonstrated ability to source and close passive candidates in a competitive AI talent market
• Hands-on experience with GitHub-based sourcing or other technical signal evaluation beyond LinkedIn profiles
• Familiarity with modern AI/ML tooling and frameworks (enough to have informed conversations with candidates and hiring managers about their work)
• Proficiency with Greenhouse or a comparable ATS and LinkedIn Recruiter
• Strong judgment on candidate quality, including an eye for red flags and fabrication in technical resumes
• Thrives in a fast-paced, high-growth environment where priorities shift and speed matters
• Uses AI tools in your own recruiting workflow (we practice what we preach)

Preferred Qualifications:

• Experience recruiting in consulting, professional services, or PE-backed companies
• Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies, particularly within the office of the CFO
• Familiarity with the CFO Technology ecosystem: ERP (NetSuite), CRM (Salesforce) and CPM/EPM (Anaplan, Adaptive, OneStream, BlackLine, FloQast, Pigment, Oracle Cloud EPM)
• Agency recruiting background (you know how to hunt, not just post and pray)
• Experience building or scaling a recruiting function, not just inheriting one

Who You Are:

• Technically fluent enough to evaluate signal. You don’t need to code, but you recognize meaningful open-source contributions and can spot inflated experience
• A natural sourcer—you proactively find top candidates rather than waiting for applicants
• Direct and low-ego. You give honest assessments, even when it means pushing back on hiring managers
• Data-driven. You track pipeline metrics, understand conversion rates, and adjust your approach accordingly
• Highly organized under pressure, able to manage 8–10+ open roles simultaneously
• A strong writer. Your outreach is specific, concise, and never feels templated
• Entrepreneurial and comfortable operating in a fluid, flat organization
• A collaborative team player who works effectively across all levels

Salary: $100,000 to $150,000 + 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-BS1

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.  

CFO Technology

Accordion’s CFO Technology Practice effectively and efficiently delivers the digital services and solutions to support organizational strategic initiatives.

Our CFO Technology experts work cross-functionally — alongside practitioners from all corners of Accordion — to arm CFOs with the appropriate digital solutions needed to implement the team’s business process recommendations and to capitalize on value creation opportunities. From ERP, CPM, Analytics, Data Integration, RPA, and beyond, CFO Tech provides finance leaders with a single, objective partner capable of delivering from strategy to execution.

This role can be based in any of our US office locations and will be a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location. We will also consider candidates who are remote in Canada or the US.

This position is not eligible for immigration sponsorship.

What You’ll Do:

• Collaborate with functional and technical team members to develop effective Adaptive Planning solutions
• Implement budgets, forecasts, and reports within Adaptive Planning for Finance
• Analyze financial models and reports (spreadsheet/non-spreadsheet-based models) and translating those models into Adaptive Planning
• Provide technical guidance (design, model, configuration, troubleshooting, etc.) for the Adaptive suite of products
• Maintain proficiency and certification in the Adaptive Planning solution suite.
• Participate in Adaptive Planning sales opportunities and scoping
• Work directly with clients to document business requirements and translate them into specific Adaptive Planning functionality
• Participate and lead client workshops to define implementation strategy
• Effectively configure and customize client Adaptive Planning environments to develop proof of concepts and present sustainable solutions to client executives and key stakeholders
• Attend pre-sales meetings with prospective clients to assess project level-of-effort with sales team members
• Provide general customer service and assistance to clients and serves as the ‘go-to’ resource on all project related inquiries
• Travel to client site as needed

You Have:

• Minimum of 2+ years of Adaptive Planning Consulting experience
• Strong financial and/or management accounting background
• Must hold current Adaptive Planning certification
• Advanced level hands-on knowledge of all Adaptive features and components including environment settings, modeling, security, workflow, dot notation logic, OfficeConnect, and data integration is necessary
• Advanced working knowledge of Microsoft Excel required
• Strong oral and written communication skills, including presentation skills
• Strong time management skills
• Strong client relation skills, organization and prioritization capabilities
• Business analysis and requirements gathering abilities

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 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

The annual salary for this role ranges from: $72,250 to $90,000 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-BS1

Navan is looking for a high-energy, entrepreneurial Head of Private Equity Partnerships to build our PE channel from the ground up. Reporting directly to the Global Head of Partnerships, this is a "0-to-1" build designed for a top-tier practitioner who is ready to own the entire lifecycle of a partnership.

We are looking for a builder who possesses a strong "Rolodex" within the PE ecosystem and is excited by the prospect of rolling up their sleeves to establish Navan as the institutional standard for the world’s leading investment firms.

What You’ll Do

• Own the 0-to-1 Build: You will be the architect of the PE playbook. This includes everything from fund mapping and value-prop definition to the tactical work of building your own tracking systems, collateral, and internal processes.
• Drive Tactical Deal Influence: You will join forecast calls and partner directly with our Sales teams. This isn't about oversight; it's about integration. You will roll up your sleeves on active deals, identify blockers, and leverage your PE relationships to drive top-down influence. Your success is measured by the trust you build with reps and the deals you help them close.
• Master the "Give-to-Get" Ecosystem: You will build deep ties with M&A advisory firms and PE deal teams. By first establishing strong, value-based relationships with PE firms, you will create the leverage needed to partner with advisory firms on carve-outs and new acquisitions, ensuring Navan is the first call they make for immediate spend visibility.
• Be the Face of Navan PE: You will represent Navan at key industry events and PE Operating Partner roundtables. You are comfortable presenting to a room of C-level stakeholders, using these high-impact "one-to-many" opportunities to scale our brand within the PE community.
• Operationalize the Channel: On a lean team, you will bridge the gap between "strategy" and "execution." You’ll create your own resources and push through the necessary "busy work"—admin, CRM hygiene, and deck building—to institutionalize these partnerships.
• Prove EBITDA Value: Work directly with PE Operating Partners to demonstrate how Navan’s platform directly impacts their Value Creation plan through cost savings and operational efficiency.

Who You Are

• The High-Potential Riser: You have 5–8+ years of experience in Private Equity, private banking, investment banking, and understand the partnership GTM levers, with a proven track record of over-performance. You are ready to "own" a channel and have the grit to do the manual work required to make it a success.
• The Connected Practitioner: You bring existing, functional relationships within the Private Equity community. You know the Operating Partners and how to navigate their value-creation priorities.
• M&A Literate: You understand the PE investment lifecycle. You can speak fluently about the urgency of a carve-out and the technical hurdles of a tuck-in integration with a CFO or Deal Partner.
• High Agency & Presence: You thrive in the "messy middle" of building a program, but you also have the executive presence to lead a presentation at a PE summit. You don’t wait for a playbook; you write it.
• Detail-Oriented: You have the discipline to handle the "admin" of a partnership—meticulously tracking lead flow, updating CRM data, and ensuring perfect follow-through on every introduction.
• In-Person Collaborator: You thrive in high-energy environments and value being in the office 3 days a week to work side-by-side with the team.

The Opportunity

This is a role for a builder. At Navan, "Head of" is a title of ownership and action. You will be responsible for every brick in the foundation of this channel, from high-level institutional strategy to the daily tactical wins that move the needle. If you are looking to put your stamp on a global fintech leader, this is the seat.

About Navan

Navan is the all-in-one super app for travel and expense. Our mission is to power in-person connections by making travel easy and expense reporting a thing of the past. From startups to global enterprises like Unilever and Adobe, thousands of companies rely on Navan to provide unprecedented visibility and control over their spend.

The Perfect Addition to Our Team

You are intellectually curious and can bring new ideas and perspectives to lead the development, implementation, and management of our investor relations function. You follow up and follow through, efficiently connecting problems with solutions. You work successfully in a fast-paced team environment and have strong interpersonal skills, effectively building working relationships with leaders across the Company and with outside parties.

The Opportunity

The Executive Director, Investor Relations will be responsible for developing and executing a comprehensive investor relations strategy that enhances Entrada’s visibility, credibility, and positioning within the financial community and broader stakeholder landscape. Reporting to the Chief Financial Officer, the ideal candidate will combine deep investor relations and financial expertise with strong scientific and clinical fluency to build investor confidence, drive awareness, and support long-term shareholder value creation for a NASDAQ-listed biotechnology company with an expanding portfolio of clinical-stage programs.

Responsibilities

• Drive the strategic direction, planning, and execution of the investor relations function, including financial communications, while building and continuously strengthening a best-in-class investor relations program.
• Serve as a trusted advisor to senior leadership by providing insight and guidance on investor messaging, communications effectiveness, market dynamics, and investor sentiment.
• Act as the primary point of contact to the investment community, responding to external inquiries in an accurate, appropriate, and timely manner; establish and maintain strong relationships with biotechnology-focused buy-side and sell-side analysts and institutional investors.
• Develop and maintain proactive engagement with investors and analysts to clearly communicate the Company’s long-term vision, clinical and platform strategy, differentiation, opportunity, risk factors, and key milestones.
• Lead the development and coordination of financial and investor communications—including earnings releases, investor webcasts, investor presentations, Company corporate presentations and investor relations section of the Company website
• Coordinate cross-functionally with Finance and Legal to support the timely and compliant execution of external financial disclosures and investor communications including periodic reports (Form 10-K and Form 10-Q), annual proxy statements and other reports.
• Lead the Company’s participation in investment community events, including investor conferences, non-deal roadshows, analyst days, and targeted investor meetings.
• Develop, track, and report key investor relations metrics in our Irwin investor relations system to assess program effectiveness and inform continuous improvement.
• Monitor published research analyst reports covering the Company and analyze biopharmaceutical industry trends, investor perceptions, and competitor communications to inform strategic positioning and messaging.
• Support capital markets activities, including potential financings and strategic transactions, in close partnership with the CFO and senior leadership.
• Partner closely with the Chief Corporate Affairs Officer to ensure alignment with the broader corporate communications strategy and Entrada brand.
• Manage external agencies and vendors, as needed, ensuring high-quality deliverables and disciplined management of external spend.
• Ensure all investor communications and activities fully comply with SEC regulations and disclosure requirements, including Regulation FD and NASDAQ listing standards.

The Necessities

At Entrada, our passion for science, our devotion to patients and our values drives our behavior:

• Humanity - We genuinely care about patients and about one another.
• Tenacity - We are relentless and persistent in the pursuit of developing therapies for patients.
• Creativity - We are creative problem solvers.
• Collaboration - We are more than the sum of our parts.
• Curiosity - We have a growth mindset and push conventional thought and theory.

To thrive on our team, you will need to come with:

• Bachelor’s degree required; advanced degree (PhD, MD, MBA, or MS in life sciences, biotechnology, or finance-related discipline) preferred.
• 10+ years of progressive experience in investor relations within the biotechnology or pharmaceutical industry.
• Experience supporting investor relations for a publicly traded biotechnology or pharmaceutical company, preferably NASDAQ-listed.
• Experience in a clinical-stage or pre-commercial biotechnology environment strongly preferred.
• Established relationships within the biotechnology buy-side and sell-side community strongly preferred.
• Proven ability to develop and execute investor relations strategies that effectively reach and influence target audiences.
• Strong financial acumen and financial modeling familiarity, with the ability to clearly communicate complex financial and clinical information to diverse external stakeholders.
• Develop clear and compelling PowerPoint presentations for earnings calls, investor meetings, and board discussions that translate complex financial and strategic information into concise, visually compelling narratives.
• Demonstrated experience supporting equity offerings, capital markets transactions, or other strategic financings preferred.
• Demonstrated ability to lead the use of investor relations software solutions to support investor engagement, shareholder monitoring and analytics, Irwin experience preferred.
• Excellent written and verbal communication skills, with exceptional attention to detail.
• Highly self-directed with exceptional project management and organizational skills, and the ability to prioritize multiple high-impact workstreams and deadlines.
• Experience building, managing, and scaling investor relations capabilities across internal teams and external partners (e.g., agencies, vendors, consultants).
• Demonstrated ability to work collaboratively and influence across functions and with senior executives to support the achievement of business objectives.
• Deep understanding of the drug development lifecycle and the regulatory and disclosure environment for biopharmaceutical companies, including SEC and Regulation FD requirements.
• Experience preparing senior executives and Board members for investor engagement and earnings communications preferred.
• Ability to travel approximately 25% as required to support investor engagement and key industry events.
• This is a US based remote position, with preference given to local New England based candidates who can be in office 1 day per week to the Entrada Therapeutics Headquarters located in Boston, MA.

What We Offer: Meaningful Work, Fair Rewards, and Real Support

At Entrada Therapeutics, we understand that compensation and total rewards are a major consideration when exploring a new opportunity. We believe in transparency and equity and are committed to sharing salary ranges for every position, along with insight into our compensation philosophy, in accordance with certain state requirements in the United States and fostering a fair and open environment at the onset.

But we also know it is more than just pay. When you join Entrada, you’ll be part of a mission-driven team with access to comprehensive health, dental and vision coverage; life and disability insurance; with a 401(k) match. We pride ourselves on offering competitive benefits that empower our employees and reflect the value of their contributions – offering paid, gender-inclusive parental leave, holistic support for your health and well-being, education reimbursement, discretionary time off and commuting benefits aligned to your working model. If you find yourself working from our office in Boston’s Seaport District, this puts you steps away from some of the best the city has to offer.

“Our approach to compensation is grounded in transparency, equity and performance for the unique contributions each person brings. At Entrada, we know that meaningful work deserves meaningful reward — and we view compensation as one way we show appreciation for the collaboration, curiosity and commitment that drive our mission forward.”

— Kerry Robert, SVP of People

The salary for this opportunity ranges from $292,000-$335,000. The final base compensation offered will depend on several considerations which include but may not be limited to a candidate’s skills, competencies, experience and other job-related factors permitted by law. The final salary offered may fall outside of this range.#LI-GG1 #LI-Remote 

HYBRID in San Francisco

At Klaviyo, we know that building a great company starts with building a great team. We welcome candidates from a wide range of backgrounds and experiences, and we care as much about your trajectory and potential as we do about direct, one‑to‑one matches with every requirement.

About the team

Klaviyo went public in 2023 and is scaling fast. This is a rare chance to architect the Finance systems foundation for a company at this inflection point.The Finance Technology Systems team is part of G&A Systems within Global Technology Solutions (GTS). This group designs, operates, and continually improves the applications and workflows that power how Klaviyo manages money, risk, and financial reporting at scale.

The team partners closely with Finance, Accounting, Tax, Treasury, FP&A, Procurement, and Internal Audit, as well as adjacent technology teams like Corporate IT, Data, and GTM Systems, to ensure our back‑office stack is reliable, well‑integrated, compliant, and ready for a public, AI‑forward SaaS business. We own the roadmap, health, and governance of platforms including our ERP and financial systems (e.g., NetSuite/Oracle), procure‑to‑pay (e.g., Coupa), revenue and billing systems, and related integrations and automation.

This role reports to the Senior Director, G&A Systems and leads the team responsible for Finance Technology Solutions across Klaviyo.

What You'll Do

As the Head of Finance Technology Systems, you will be the accountable technology leader for Klaviyo’s Finance application landscape and core financial workflows. You will define and execute the multi‑year vision for our Finance systems, lead a high‑performing team, and partner with senior Finance and GTS leaders to deliver automation, control, and insight across our procure‑to‑pay, record‑to‑report, and order‑to‑cash processes.

Own the Finance systems vision and roadmap

• Define and maintain the multi‑year strategy and roadmap for Klaviyo’s Finance technology stack (ERP, procure‑to‑pay, revenue and billing, treasury, close and reconciliation tooling), aligned to the CFO’s agenda and the company’s financial plan.
• Translate Finance, Accounting, Tax, and FP&A objectives into clear systems investments and sequencing, balancing foundational platform work with high‑impact automation and analytics use cases.

Lead and develop the Finance Technology team

• Manage and grow a team of application owners, business systems analysts, administrators, and integration specialists who collectively own the Finance systems portfolio and its integrations.
• Set clear expectations around domain ownership, service reliability, partnership with Finance stakeholders, and measurable business outcomes; build strong succession and leadership bench strength within the team.

Drive AI-native transformation across Finance 

• Lead Klaviyo's push to make Finance one of the most automated, insight-driven functions in the company. You'll identify and deliver high-value AI use cases across the Finance workflow. 
• You'll partner directly with Klaviyo's AI and data platform teams to embed AI into core Finance processes with clear guardrails, measurable productivity gains, and the rigor expected of a public company. This isn't a future-state vision, it's work already underway, and you'll own it.

Design and optimize core Finance processes and systems

• Partner with Controllership, FP&A, Tax, Treasury, and Procurement leaders to design and continuously refine end‑to‑end Finance workflows across procure‑to‑pay, record‑to‑report, and order‑to‑cash, ensuring systems and processes are tightly aligned.
• Ensure our ERP and Finance applications are configured, integrated, and operated to support accurate, timely close, scalable revenue and billing, and high‑quality financial data that downstream teams can trust.

Own SOX, controls, and audit readiness for Finance systems

• Own the design, implementation, and operation of IT General Controls (ITGCs) and other key controls across Finance applications, in partnership with Internal Audit, Security, and external auditors.
• Continually simplify and automate controls and evidence collection so audits are reliable and predictable, with fewer deficiencies and lower friction for Finance and GTS teams.

Manage the Finance systems portfolio and vendors

• Own the Finance systems portfolio budget (applications, services, and related programs), including vendor selection, contract evaluation, and ROI analysis for major investments.
• Rationalize overlapping tools, simplify the application landscape, and ensure Finance systems integrate cleanly with G&A, GTM, and data platforms.

Act as a strategic partner and communicator

• Serve as the primary technology partner for the CFO, Controller, and Finance leadership team on systems, data, and process topics; translate business strategy into clear technical decisions and trade‑offs.
• Represent Finance Technology Systems in executive forums, planning cycles, and cross‑functional initiatives, ensuring Finance needs are anticipated and built into wider GTS and company roadmaps.

Who You Are

You've spent your career at the intersection of Finance and technology and you've moved beyond just keeping systems running. You think in roadmaps, outcomes, and partnerships. You know what a well-run Finance technology function looks like, and you know how to build one.

You've led teams through real complexity: ERP transformations, SOX audits, billing system overhauls, or the messy work of integrating Finance systems across a growing company. You don't need a perfect environment to do great work, you create structure where there isn't any, and you bring Finance and engineering stakeholders along with you. Additionally, you use AI tools to accelerate exploration, shorten iteration cycles, and bring sharper ideas to the table.

Specifically, you likely bring:

• 15+ years in enterprise or business systems, with meaningful ownership of Finance technology at a tech or SaaS company
• 4+ years leading teams, including managers, responsible for ERP, procure-to-pay, revenue/billing, and financial close systems
• Deep, practical SOX ITGC experience and a clean track record working with Internal Audit and external auditors
• Fluency in ERP and Finance application architecture (NetSuite/Oracle, Coupa, or similar), integration patterns, and how Finance data flows across a modern tech stack
• A reputation as a trusted partner to Finance leadership; someone who translates complexity into clear decisions and earns credibility with CFOs, Controllers, and auditors alike

You'll especially thrive here if you've:

• Led Finance technology through an IPO, public-company readiness program, or major transformation
• Built or scaled AI and automation in Finance workflows - reconciliations, invoice processing, forecasting prep and can speak to what worked and what didn't
• Come up through Finance or Accounting earlier in your career and still enjoy going deep on the details when it matters

We use Covey as part of our hiring and / or promotional process. For jobs or candidates in NYC, certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on April 3, 2025.

Please see the independent bias audit report covering our use of Covey here

HYBRID in BOSTON  

At Klaviyo, we know that building a great company starts with building a great team. We welcome candidates from a wide range of backgrounds and experiences, and we care as much about your trajectory and potential as we do about direct, one‑to‑one matches with every requirement.

About the team

Klaviyo went public in 2023 and is scaling fast. This is a rare chance to architect the Finance systems foundation for a company at this inflection point.The Finance Technology Systems team is part of G&A Systems within Global Technology Solutions (GTS). This group designs, operates, and continually improves the applications and workflows that power how Klaviyo manages money, risk, and financial reporting at scale.

The team partners closely with Finance, Accounting, Tax, Treasury, FP&A, Procurement, and Internal Audit, as well as adjacent technology teams like Corporate IT, Data, and GTM Systems, to ensure our back‑office stack is reliable, well‑integrated, compliant, and ready for a public, AI‑forward SaaS business. We own the roadmap, health, and governance of platforms including our ERP and financial systems (e.g., NetSuite/Oracle), procure‑to‑pay (e.g., Coupa), revenue and billing systems, and related integrations and automation.

This role reports to the Senior Director, G&A Systems and leads the team responsible for Finance Technology Solutions across Klaviyo.

What You'll Do

As the Head of Finance Technology Systems, you will be the accountable technology leader for Klaviyo’s Finance application landscape and core financial workflows. You will define and execute the multi‑year vision for our Finance systems, lead a high‑performing team, and partner with senior Finance and GTS leaders to deliver automation, control, and insight across our procure‑to‑pay, record‑to‑report, and order‑to‑cash processes.

Own the Finance systems vision and roadmap

• Define and maintain the multi‑year strategy and roadmap for Klaviyo’s Finance technology stack (ERP, procure‑to‑pay, revenue and billing, treasury, close and reconciliation tooling), aligned to the CFO’s agenda and the company’s financial plan.
• Translate Finance, Accounting, Tax, and FP&A objectives into clear systems investments and sequencing, balancing foundational platform work with high‑impact automation and analytics use cases.

Lead and develop the Finance Technology team

• Manage and grow a team of application owners, business systems analysts, administrators, and integration specialists who collectively own the Finance systems portfolio and its integrations.
• Set clear expectations around domain ownership, service reliability, partnership with Finance stakeholders, and measurable business outcomes; build strong succession and leadership bench strength within the team.

Drive AI-native transformation across Finance 

• Lead Klaviyo's push to make Finance one of the most automated, insight-driven functions in the company. You'll identify and deliver high-value AI use cases across the Finance workflow. 
• You'll partner directly with Klaviyo's AI and data platform teams to embed AI into core Finance processes with clear guardrails, measurable productivity gains, and the rigor expected of a public company. This isn't a future-state vision, it's work already underway, and you'll own it.

Design and optimize core Finance processes and systems

• Partner with Controllership, FP&A, Tax, Treasury, and Procurement leaders to design and continuously refine end‑to‑end Finance workflows across procure‑to‑pay, record‑to‑report, and order‑to‑cash, ensuring systems and processes are tightly aligned.
• Ensure our ERP and Finance applications are configured, integrated, and operated to support accurate, timely close, scalable revenue and billing, and high‑quality financial data that downstream teams can trust.

Own SOX, controls, and audit readiness for Finance systems

• Own the design, implementation, and operation of IT General Controls (ITGCs) and other key controls across Finance applications, in partnership with Internal Audit, Security, and external auditors.
• Continually simplify and automate controls and evidence collection so audits are reliable and predictable, with fewer deficiencies and lower friction for Finance and GTS teams.

Manage the Finance systems portfolio and vendors

• Own the Finance systems portfolio budget (applications, services, and related programs), including vendor selection, contract evaluation, and ROI analysis for major investments.
• Rationalize overlapping tools, simplify the application landscape, and ensure Finance systems integrate cleanly with G&A, GTM, and data platforms.

Act as a strategic partner and communicator

• Serve as the primary technology partner for the CFO, Controller, and Finance leadership team on systems, data, and process topics; translate business strategy into clear technical decisions and trade‑offs.
• Represent Finance Technology Systems in executive forums, planning cycles, and cross‑functional initiatives, ensuring Finance needs are anticipated and built into wider GTS and company roadmaps.

Who You Are

You've spent your career at the intersection of Finance and technology and you've moved beyond just keeping systems running. You think in roadmaps, outcomes, and partnerships. You know what a well-run Finance technology function looks like, and you know how to build one.

You've led teams through real complexity: ERP transformations, SOX audits, billing system overhauls, or the messy work of integrating Finance systems across a growing company. You don't need a perfect environment to do great work, you create structure where there isn't any, and you bring Finance and engineering stakeholders along with you. Additionally, you use AI tools to accelerate exploration, shorten iteration cycles, and bring sharper ideas to the table.

Specifically, you likely bring:

• 15+ years in enterprise or business systems, with meaningful ownership of Finance technology at a tech or SaaS company
• 4+ years leading teams, including managers, responsible for ERP, procure-to-pay, revenue/billing, and financial close systems
• Deep, practical SOX ITGC experience and a clean track record working with Internal Audit and external auditors
• Fluency in ERP and Finance application architecture (NetSuite/Oracle, Coupa, or similar), integration patterns, and how Finance data flows across a modern tech stack
• A reputation as a trusted partner to Finance leadership; someone who translates complexity into clear decisions and earns credibility with CFOs, Controllers, and auditors alike

You'll especially thrive here if you've:

• Led Finance technology through an IPO, public-company readiness program, or major transformation
• Built or scaled AI and automation in Finance workflows - reconciliations, invoice processing, forecasting prep and can speak to what worked and what didn't
• Come up through Finance or Accounting earlier in your career and still enjoy going deep on the details when it matters

We use Covey as part of our hiring and / or promotional process. For jobs or candidates in NYC, certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on April 3, 2025.

Please see the independent bias audit report covering our use of Covey here

About this position:

Reporting to the Later CFO, the VP, Finance will lead a Strategic Finance and FP&A organization that is a strategic thought partner to the business. You will provide strategic decision making support to our business leaders and maintain strong processes and operating oversight. You will lead data-driven analysis critical to optimizing Sales, Marketing, Product, Services and tech resource allocation and to effectively balance the overall organization’s high-growth trajectory with desired operational leverage. This is a highly visible role where you will prepare presentations and provide strategic advice and support for our Executive team, including the CEO, CFO and BOD.

What you'll be doing:

Strategy

• Be a strategic partner and key advisor to the Executive team on developing and implementing a comprehensive financial strategy aligned with company goals and pre-IPO readiness
• Act as a key advisor to the Executive team on financial matters, including valuation and market positioning
• Collaborate with the executive team to define business priorities and growth opportunities
• Foster partnerships with sales, marketing, product, services, and tech to improve unit economics, reduce acquisition/servicing costs, and optimize competitive positioning

Technical/ Execution

• Lead annual operating planning, quarterly and monthly forecasting, and analysis of actuals vs. plan/forecast/prior periods
• Implement financial planning software (e.g., Adaptive Planning, Planful, Anaplan)
• Prepare management reporting and dashboards; analyze performance, assess risk, and communicate insights to leadership
• Partner with data and analytics on dashboard creation, management, and execution
• Work closely with accounting to improve finance org efficiency and visibility into key financial metrics

Team / Collaboration

• Manage and scale the Strategic Finance and FP&A organization (people, processes, systems)
• Foster cross-functional partnerships across sales, marketing, product, services, tech, and data teams
• Work closely with accounting to enhance collaboration and financial insight sharing

Research/Best Practices

• Implement and optimize financial planning tools and systems aligned with industry best practices
• Continuously improve financial processes, reporting, and analytics capabilities to align with leading practices and pre-IPO standards

What you bring:

• A Bachelor’s degree in Finance, Accounting or Business is required, MBA preferred
• 10 years progressively responsible finance experience, of which a minimum of 4 years must be in the SaaS industry and a minimum 5 years in a leadership position managing teams
• Experience in both growth-stage and public companies required
• Demonstrated proficiency in analyzing operational & financial data to deliver strategic insights
• Experience in financing, public company readiness and M&A transactions
• Technology and systems forward thinker with Netsuite, Salesforce & Adaptive Insights (or similar) experience preferred
• Demonstrated ability in building relationships across the organization and drive cross-functional results
• Excellent verbal and written communication skills with ability to partner and influence senior leadership stakeholders. Capable of communicating complex financial information in an easy to understand format. Able to interact comfortably and drive alignment with the executive management team
• Strong leader with demonstrated ability to work well under pressure, thrive in a fast-paced environment, grow and develop team members and stay flexible through growth and change
• A self-starter who enjoys building and tackling new challenges on an ongoing basis

How you work: 

• Driven by Impact: You deliver results that matter—prioritizing high-value work, meeting deadlines, and adapting quickly while keeping outcomes clear.
• Strategic & Customer-Centric: You anticipate risks and opportunities, connect decisions to long-term growth, and build trust through proactive insights.
• Curious & Growth-Oriented: You seek knowledge, ask sharp questions, and apply learnings fast—challenging the status quo with a mindset of improvement.
• Collaborative & Resilient: You thrive in change by staying resourceful, solution-focused, and positive—removing roadblocks, sharing insights, and keeping morale high.
• Accountable & Honest: You own your work, hold yourself and others to a high bar, and use transparent feedback to drive growth.
• Emotionally Intelligent: You build trust through empathy and collaboration, foster inclusion, and inspire others with grit, optimism, and integrity.

Our approach to compensation:

We take a market-based & data-driven approach to compensation. We leverage data from trusted third-party compensation sources to help us understand the market value of a role based on function, level, geographic location, and scope. We evaluate compensation bi-annually, including performance and market-related factors.

Our salaries are benchmarked against market Total Cash Compensation for the geographic location of our job posting. Compensation for some roles is structured as On Target Earnings (OTE = base + commission/variable) while for others it is structured as Salary only.

To comply with local legislation and ensure transparency, we share salary ranges on all job postings. Skills, experience and other factors help determine the final salary we offer which may vary from the original range posted. 

Additionally, all permanent team members are eligible to participate in various benefits plans as part of their overall compensation package.

Salary Range: 

$ 260-290k 

*Co-op team members, independent contractors, and freelancers are not eligible for company benefits. 

#LI-Hybrid  #LI-Remote

The Manager position has the primary responsibility of oversight over the Financial Reporting and Technical Accounting engagement work plans. As a leader of the firm, the Manager will demonstrate excellent project management skills, client service, and positive coaching to the team members in developing technical and professional competency.

Core Responsibilities:  

• Oversee progress of entire engagement in the preparation of financial statements and consolidation of trial balances. 
• Research complex technical accounting topics, identify relevant guidance, and corresponding SEC rules and regulations. 
• Begin to write basic technical accounting memos. 
• Knowledge sharing with the staff and seniors to develop more in-depth knowledge of preparation and review of financial statements and consolidation of trial balances. 
• Establish an in-depth understanding of how to assess the accuracy of complex financial statement areas such as SOCF, Equity, and EPS and identity disclosures which are inaccurate/incomplete 
• Identify more complex scope problems that may arise within the engagement, as well as opportunities for ancillary service offerings. Bring them to the attention of the engagement director. 
• Lead all client calls, manage project status with managers and staff. Develop project plans and accurate completion of project plans at the deliverable level. 
• Responsible for understanding engagement economics, leveraging the team appropriately, monitoring margin, scheduling, invoicing, etc.  
• Leadership responsibilities include building in person connections with the team, peers and senior leaders in the Firm.   
• Participate in the performance process to provide feedback for team members. Identifying additional training or parts of engagements that are beneficial for team members education. Reaching out to Human Resources when potential issues arise.  
• Continue coaching the team to share knowledge in connection with the CPE committee to develop team members for the next level. 
• Support Firm initiatives and development opportunities.  
• Work to build relationships and promote collaboration in a hybrid environment. 

Required Skills/Abilities: 

• Strong working knowledge of the Generally Accepted Accounting Principles.  
• Being a strong champion for and thrives in an environment of changing priorities.  
• Interpersonal skills to interact in a team environment and foster client relationships. 
• Above average written and verbal communication skills. 
• Understand the services offered by the Firm, look for opportunities to represent the Firm, grow the client base, and increase brand recognition. 
• Recognizes opportunities for learning by pursuing challenging assignments and a hunger to become an expert. 
• Proficient in Microsoft Office Suite with an emphasis on Excel skills.  

Education and Experience: 

• Bachelor’s degree in Accounting or equivalent required.  
• Close to obtaining CPA Certification. 
• 7+ years of relative accounting experience; at least 1 in public accounting or professional services highly preferred.  

Ironwood Pharmaceuticals is a leading global gastrointestinal (GI) healthcare company on a mission to advance the treatment of GI diseases and redefine the standard of care for GI patients. We are pioneers in the development of LINZESS® (linaclotide), the U.S. branded prescription market leader for adults with irritable bowel syndrome with constipation or chronic idiopathic constipation. Ironwood is also advancing apraglutide, a next-generation, long-acting synthetic GLP-2 analog being developed for rare gastrointestinal diseases, including short bowel syndrome with intestinal failure, as well as several earlier stage assets. Building upon our history of GI innovation, we keep patients at the heart of our R&D and commercialization efforts to reduce the burden of GI diseases and address significant unmet needs.

The Senior Director of Investor Relations and Corporate Communications will develop and execute the company’s corporate communications strategy, with a strong focus on external communications, investor relations, and internal communications. This position will be responsible for developing and delivering key messages across various channels, supporting the creation of content for investor relations and corporate presentations, and ensuring alignment across the organization. The Senior Director will play a pivotal role in maintaining the company’s public narrative, ensuring the company’s website is current, and proactively managing corporate messaging with internal and external stakeholders.

This person will play a leadership role in developing and executing an effective investor relations program and engaging with the investment community, serving as a key company contact. This person will also act as a trusted internal adviser to the executive team and the Board, sharing perspectives and feedback on investor feedback and sentiment.

This role will report to the Chief Financial Officer.

Key Responsibilities

Investor Relations:

• Design and implement an effective investor relations program that enhances understanding of and confidence in Ironwood’s vision, mission and strategy among members of the investment community;
• Develop a thorough understanding of Ironwood’s business and strategy to effectively communicate the company’s execution in a clear and compelling manner;
• Build and strengthen relationships with current and prospective investors;
• Provide analytics and tracking – including the quarterly stock activity report, research analysts’ valuations and financial models, investor perceptions, among other market intelligence – to help facilitate enhanced engagement with investment community;
• Implement strategic investor and analyst targeting program directed at helping the company to maximize long-term value;
• Lead development of materials for quarterly and annual earnings results, including press release, conference call scripts, slides, key messages and Q&A;
• Lead development of press releases, PowerPoint presentations and other investor communications

Corporate Communications:

• Corporate Communications Strategy: Develop and implement a comprehensive corporate communications strategy that aligns with the company’s vision, values, and business goals. Manage both internal and external communications, ensuring consistency and clarity across all channels.
• Content Creation: Write and produce high-quality content for various corporate materials, including press releases, blog posts, newsletters, annual reports, and executive communications. Ensure messaging aligns with the company’s corporate narrative and business objectives.
• Media Relations: Cultivate relationships with key media outlets, journalists, and industry influencers to secure media coverage and promote the company’s achievements. Respond to media inquiries and ensure timely and accurate responses.
• Crisis Communication and Reputation Management: Support the development of crisis communication plans and manage media inquiries, as applicable. Monitor and manage the company’s reputation in both traditional and social media.
• Website Management and Content Development: Oversee the company’s website, ensuring it is up to date with the latest company developments, research updates, clinical trials, investor relations content, and other corporate information. Collaborate with cross-functional teams to create fresh, engaging content that represents the company’s innovations and achievements.
• Cross-functional Collaboration: Coordinate the creation of a unified communication calendar to align efforts, key dates, and messages across departments.
• Internal Communications: Develop and implement effective internal communications strategies to keep employees informed and engaged with company developments, milestones, and leadership updates. Foster a positive internal culture through transparent and consistent communication.

Qualifications

• Minimum of 15+ years of work experience in investor relations and corporate communications within the pharmaceutical, biotechnology, or healthcare industries.
• Bachelor's degree; MBA preferred but not required.
• Strong knowledge of pharmaceutical industry trends, clinical development processes, and investor relations practices.
• Proven ability to develop and implement strategic communication plans, including writing, editing, and creating content for a variety of formats.
• Experience in managing corporate websites and digital content, with a focus on maintaining up-to-date, engaging content.
• Familiarity with regulatory and compliance guidelines related to corporate and investor communications in the pharmaceutical industry.
• Excellent written and verbal communication skills, with a talent for crafting clear, concise, and persuasive messages.
• Strong project management and organizational skills, with the ability to manage multiple priorities and deadlines.
• Ability to collaborate effectively across functions and manage complex stakeholder relationships.
• Experience working with executives and preparing presentations and materials for external and internal audiences.
• High degree of professionalism and confidentiality, with an ability to handle sensitive information responsibly.
• Ability to think strategically and proactively manage communications needs across the organization.
• Travel requirement up to 20%

Ironwood Pharmaceuticals is an equal opportunity employer welcoming diversity in our workforce.

Ironwood currently anticipates that the initial base salary for this position could range from between $246,000 to $286,650.  The actual base salary will depend, in part, on the successful candidate’s qualifications for the role, including education and experience.  Ironwood offers a comprehensive compensation and benefits program to eligible employees, including Restricted Stock Unit awards; eligibility to participate in either a bonus or sales incentive program; company-sponsored 401(k) with matching contributions; eligibility for medical, dental, vision and prescription drug benefits; wellness stipends; and a generous vacation/holiday schedule.

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