About the Role

What You'll Do

• Develop and implement a comprehensive territory plan
• Manage the entire sales process to ensure delivery against key performance metrics and quota, with a strong emphasis on generating net new business sales. This includes prospecting and outreach, providing product demos and trials, and engaging in strategic negotiations with customers and channel partners
• Meet or exceed individual targets and contribute to the overall team and company success. This includes proactively penetrating greenfield accounts and achieving a quarterly quota of at least 2-3 qualified net new logos
• Initiate and manage expansion discussions to drive customer retention. This includes identifying customers’ goals and requirements, including budgetary constraints and key decision makers
• Devise a comprehensive customer acquisition strategy and partner with Verkada’s channel partner sales organization to establish channel partner initiatives that result in a minimum of 5 deal registrations each quarter
• Drive business growth and enhance market presence, and help enterprise organizations modernize their physical security solutions through a combination of customer engagements, marketing campaigns, executive briefings, industry conferences, events, and physical security market knowledge/intelligence
• Gain an in-depth and detailed understanding of Verkada’s business and products, as well as the physical security market to confidently sell to C-level executives within Enterprise organizations
• Create effective presentations and proposals; create urgency to drive deal closure, negotiate pricing, and contractual agreements
• Provide account analysis, conduct quarterly business reviews, and generate accurate revenue forecasts
• This role requires regular travel, estimated to be more than 50% of the time, including both domestic and international destinations as needed. The successful candidate must be comfortable with frequent travel to support business operations, customer and partner engagements, and team collaboration. 

What You Bring

• 5-10+ years quota carrying B2B software/hardware technology sales with a focus on building a greenfield territory and landing new business within an Enterprise organization; 3+ years Enterprise sales is highly preferred
• Proven track record of success in a sales-driven organization selling a highly complex technical solution (with the awards and references to prove it)
• Possess a hunter sales mentality with a strong desire to be successful, and have a proven track record of prospecting, closing new logos, and landing major accounts against incumbents
• Willingness to have a strong field presence multiple days per week; Must live in the territory & be willing to travel up to 50%
• A demonstrable track record of success managing longer, complex sales cycles and engaging with all levels from end users to business champions to C-level executives (Experience selling to CIO/CTO/CISO/CFO leaders at Fortune 1000 companies is highly preferred)
• Experience collaborating with internal and external channel partner teams to sell through and with channel partners is a plus
• Proven experience running a process-driven sales cycle 
• Relevant software or hardware industry experience in any of the following domains; security software, physical security, or hardware, computer networking and “how the internet works”, subscription, SaaS, or Cloud software is a plus
• Strong knowledge and execution of MEDDIC is highly preferred
• Self-motivated, tenacious, confident, with a willingness to engage in prospecting to maintain individual funnels as expected
• Intellectually curious High IQ, EQ, and self-awareness
• Excellent communication skills (verbal and written) with peers, customers, and partners
• Thrive working in a fast- paced, dynamic environment with a strong sense of urgency
• BS/BA degree strongly preferred
• Must live within Illinois or Wisconsin

Employee Benefits

Verkada is committed to fostering a workplace environment that prioritizes the holistic health and well-being of our employees and their families by offering comprehensive wellness perks, benefits, and resources. Our benefits and perks programs include, but are not limited to:

• Healthcare programs that can be tailored to meet the personal health and financial well-being needs - Premiums are 100% covered for the employee under at least one plan, and 80% for family premiums under all plans
• Nationwide medical, vision, and dental coverage
• Health Saving Account (HSA) with annual employer contributions and Flexible Spending Account (FSA) with tax-saving options
• Expanded mental health support
• Paid parental leave policy & fertility benefits
• Time off to relax and recharge through our paid holidays, firmwide extended holidays, flexible PTO, and personal sick time
• Professional development stipend
• Wellness/fitness benefits
• Healthy lunches provided daily
• Commuter benefits

Additional Information

• You must be independently authorized to work in the U.S. We are unable to sponsor or take over sponsorship of an employment visa for this role, at this time.

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

SUMMARY

The individual will be responsible for performing fund accounting and analysis functions for the firm’s Commingled Retail Investor Funds. The Retail Investor Funds include SEC registered investment companies operating as an interval fund and a tender offer fund. The interval fund’s investment strategy is in generating attractive risk-adjusted returns and current income through a variety of infrastructure investments. The tender offer fund’s investment strategy is in a variety of private equity secondary investments and co-investments. This individual will report to the Chief Financial Officer (CFO) of the firm’s Commingled Retail Investor Funds. This individual will also work closely with GCM Grosvenor’s Finance leadership team.

As an onsite/hybrid employee, you are expected to be in the office on Tuesdays, Wednesdays and Thursday.

RESPONSIBILITIES

• Perform the daily valuation process, coordinating with the GCM valuation and accounting teams, the third-party valuation firm, and the fund administrators, to ensure valuations updates are reflected in the daily net asset value of the Funds.
• Responsible for the day-to-day accounting and operations of the Funds including:
  • Reconciling and recording of investment and investor activity.
  • Preparation and oversight of the fund expense budget, monitoring of the expense cap as well as any reimbursements related to expense support payments due to the Advisor.
  • Calculation and review of the daily management fee and incentive fees and quarterly payment due to the Advisor.
  • Management of the funds’ cash balances, investment and investor activity, and overall fund liquidity to ensure investment and investor transactions are appropriately settled in coordination with the GCM treasury team
• Prepare daily NAV calculations as well as quarterly and annual NAV and financial statement packages, including investor reporting. 
• Responsible for the semi-annual and annual fund financial reporting and periodic financial filings of the infrastructure interval fund (N-CSR, N-Port, etc.). Includes running a reporting calendar, managing fund service providers, and assisting with the annual fund audit.
• Preparation of monthly advisory entity financial statements prepared in accordance with US GAAP and under existing SOX regime requirements in accordance with GCM’s monthly accounting close calendar.
• Preparation and presentation of financial materials for the Board of Directors quarterly meeting.
• Manage, monitor, and provide guidance to the outsourced accounting provider(s).
• Collaborate with other teams throughout the firm, including tax, legal, treasury, client services, portfolio management, etc.
• Support investment and client relationship personnel on due diligence requests, marketing materials and ad-hoc requests.
• Assist in preparation of financial statement audits and regulatory compliance reporting for the various partnerships and companies.
• Assist in special projects as requested.

EDUCATION, SKILLS AND EXPERIENCE REQUIREMENTS

• BA/BS in Accounting/Finance with outstanding academic credentials;
• 8+ years of experience working for a financial services firm or top-tier accounting firm.
• CPA preferred.
• Accounting experience in managing mutual funds, private equity, hedge funds or similar types of alternative products.
• Experience working in the mutual fund industry and familiarity with the regulatory requirements of the Investment Company Act of 1940 and SEC regulations highly preferred.
• Experience with internal control compliance (SOX 404) a plus.
• Demonstrated team player, self-starter, and independent thinker with the ability to exercise excellent judgment.
• Proven ability to work in a fast-paced environment with a high level of flexibility, accuracy, and attention to detail.
• Ability to balance multiple concurrent tasks and effectively manage deadlines.
• Good written and verbal communication skills.

In terms of cultural fit, the successful candidate will be self-motivated and energized by working amongst a group of thoughtful, smart and successful colleagues. He or she will enjoy being part of an organization focused on excellence and will be a naturally collaborative person who enjoys interacting with individuals at all levels. Additionally, he or she will be a strong team player with a proactive approach and the ability to exercise discretion and judgment.

The Work

Ripple Treasury is a high-growth, $100M ARR SaaS business delivering mission-critical solutions for the Office of the CFO. Our adaptable, native digital platform serves the world’s most demanding finance organisations — enabling CFOs, Controllers, and Treasury teams to operate with greater speed, accuracy, and confidence; the “Clarity to Act”.

Our customers are large and enterprise-scale organisations, and we serve them through a fundamentally high-touch, relationship-driven model. We operate globally with significant presence across North America (US & Canada), Europe (London, Dublin, and Geneva), and Asia-Pacific (Singapore and Sydney). We are on a clear trajectory toward category leadership and are investing decisively in our customer experience and go-to-market capabilities to get there.

As Head of Customer Success, you will own the full post-implementation customer experience — from go live through to deep adoption and long-term advocacy — for a global, enterprise customer base where relationships are complex, stakes are high, and expectations are demanding. This is a seat on the Leadership Team and a pivotal role in driving how we retain, grow, and scale with our customers.

Your primary commercial mandate is the protection and growth of recurring revenue through disciplined retention management, pricing stewardship, and a deep commitment to driving product adoption. Where customers are getting maximum value from the platform, expansion naturally follows — and you will build the adoption engine that makes this a repeatable, measurable reality.

You will lead Customer Success, Support, and Customer Education, building the systems, talent, and AI-powered tooling required to deliver measurable, repeatable value at scale. You will be the voice of the customer in the leadership team, a trusted commercial partner to Sales, and the leader who sets the standard for what great customer experience looks like in enterprise FinTech.

Central to this role is the ownership of Ripple Treasury’s Customer Reference Programme. In enterprise software sales, references are not a courtesy — they are a commercial weapon. A well-prepared, enthusiastic reference from a peer CFO can accelerate a deal and eliminate competitive risk; a poor or unprepared one can destroy months of sales effort. Building a deep, diverse, and actively managed panel of reference customers is therefore a strategic priority for the business, and this role owns it end to end. The programme begins at implementation — identifying and nurturing potential advocates from the moment a customer goes live — and evolves throughout the customer lifetime into formal references, case studies, executive peer relationships, and public advocacy. Done well, the reference programme becomes one of Ripple Treasury’s most powerful go-to-market assets.

What you’ll do

Revenue Retention & Pricing Stewardship

• Own gross revenue retention (GRR) as the primary commercial accountability of the role — building the operational rigour, early-warning systems, and executive relationship depth to protect and grow the recurring revenue base.
• Lead the annual and in-cycle renewal process for enterprise accounts, ensuring renewals are managed proactively, professionally, and with a clear commercial strategy that reflects the value delivered.
• Act as a key voice in pricing decisions — partnering with Finance, Product, and Sales leadership to ensure price positioning is grounded in demonstrated customer value, market context, and long-term retention dynamics.
• Develop and manage a tiered account coverage model that matches resource intensity to account risk, strategic importance, and growth potential across the global portfolio.
• Maintain a real-time view of customer health, renewal risk, and commercial exposure across all regions, and report this clearly and confidently to the leadership.

Product Adoption & Customer Value Realisation

• Define and own the adoption framework for the business — including feature activation milestones, user engagement benchmarks, and outcome-based success metrics aligned to CFO priorities.
• Build structured Customer Success programmes — health check cadences, QBRs, and executive business reviews — that create a continuous conversation around value delivery and adoption progress.
• Partner with Product to ensure the platform is intuitive, well-documented, and supported by in-app guidance, self-serve resources, and AI-assisted help that reduces friction and accelerates time-to-value.
• Develop a Customer Education capability — including digital learning pathways, and power-user programmes — that embeds deep product knowledge within customer organisations.
• Use adoption data to generate account-level intelligence that Sales can act on: identifying expansion-ready customers, surfacing whitespace opportunities, and flagging where new use cases are gaining traction.
• Work closely with Sales and Marketing on the customer-led growth motion — ensuring CS insight feeds pipeline generation, case studies, and customer referral programmes.

Customer Support & Service Excellence

• Oversee the global Customer Support organisation, ensuring consistent, high-quality service delivery across all geographies and time zones (US, Canada, UK, Ireland, Switzerland, Singapore, and Australia).
• Set and hold the team accountable to SLA commitments and customer satisfaction benchmarks — including CSAT, NPS, and time-to-resolution — that reflect the high standards our enterprise customers expect.
• Drive a shift toward intelligent, AI-augmented support — deploying deflection tools, predictive issue detection, and AI-assisted case resolution that reduce effort for customers and free the team to focus on complex, high-value interactions.
• Ensure Support is positioned as a proactive function, not just a reactive one — flagging adoption gaps, product friction, and at-risk signals to CS and Product in real time.

AI-Powered Tooling & Operating Model

• Define and own the AI and technology roadmap for the Customer organisation — selecting, deploying, and continuously improving the tools that underpin CS, Support, and Education workflows.
• Champion the use of AI-driven customer health scoring that synthesises product usage data, support ticket patterns, engagement signals, and sentiment to provide a predictive, real-time view of each account.
• Deploy AI-assisted tooling for CSMs and Support teams — including intelligent playbook recommendations, automated at-risk alerts, AI-drafted customer communications, and summarisation of account history — to increase capacity and consistency.
• Use AI to scale the Quality Business Review process: automating data preparation, surfacing the most relevant insights per account, and enabling CSMs to spend more time on strategic conversation and less on slide preparation.
• Leverage AI-powered self-serve and in-product guidance to accelerate adoption journeys — reducing dependency on human-led intervention for common tasks and feature discovery.
• Build a culture of experimentation within the team — regularly testing new AI tools, measuring their impact on key metrics, and scaling what works across the global CS organisation.
• Partner with the Chief Technology Officer and Chief Product Officer to ensure the AI tooling strategy for the Customer team is aligned with the broader platform and data architecture.

Customer References & Advocacy

• Build and own a structured Customer Reference Programme that begins at implementation — identifying and nurturing potential reference customers from go-live, before they are ever needed by Sales, so that relationships are warm, stories are authentic, and references are given willingly rather than reluctantly.
• Partner with the implementation and onboarding teams to embed reference-readiness into the customer journey from day one — setting expectations with new customers early, capturing initial success stories at go-live, and progressively building the relationship depth required for credible, high-quality references as the account matures.
• Maintain a live, actively managed reference panel — segmented by industry, geography, use case, and customer size — that gives Sales the right reference for the right prospect at the right moment in every deal cycle. A generic reference is rarely as powerful as a matched one.
• Protect reference customers with the same rigour as pipeline — monitoring their health, acting quickly when sentiment shifts, managing reference fatigue by rotating requests thoughtfully, and ensuring that every reference commitment is properly briefed, prepared, and followed up with appropriate recognition.
• Work closely with Sales leadership to understand the deals where references are material to close — and escalate rapidly when a reference risk is identified. A single poor or unprepared reference in a competitive enterprise deal can be decisive; this function must be treated as a commercial priority, not an administrative one.
• Expand advocacy beyond individual reference calls — building a programme that includes executive peer networks, customer advisory boards, co-authored thought leadership, conference speaking opportunities, and case studies that give willing customers meaningful ways to advocate publicly for Ripple Treasury in the CFO community.
• Track reference programme health as a formal metric — including the size and quality of the active reference panel, reference request fulfilment rates, and the contribution of references and advocacy to Sales win rates — and report this to leadership alongside the core retention and adoption scorecard.

Voice of Customer & Cross-Functional Partnership

• Serve as the definitive internal champion for the customer, synthesising feedback, usage trends, and renewal signals into actionable insight for Product, Engineering, Marketing, and leadership.
• Establish robust VoC programmes — including NPS, QBRs, advisory councils, and win/loss analysis — that create a closed feedback loop from the frontline to the product roadmap and commercial strategy.
• Partner closely with the Head of Sales to align on the commercial handoff from post-sale to Sales, ensuring expansion opportunities identified through adoption data are translated into qualified pipeline.
• Represent the customer perspective in all leadership discussions.

Team Leadership & Organisational Development

• Build, lead, and inspire a globally distributed customer-facing organisation across Customer Success and Support, with a culture that is accountable, data-driven, and genuinely customer-obsessed.
• Develop a high-performance environment with clear career paths, coaching frameworks, and recognition programmes that attract and retain top talent across the US, Canada, UK, Ireland, Switzerland, Singapore, and Australia.
• Drive AI literacy and adoption within the team — ensuring every CSM and Support professional is equipped and expected to use AI tools as a core part of their daily workflow, not an optional add-on.
• Build the operational infrastructure — playbooks, KPI frameworks, health scoring, CS platforms, and reporting cadences — that makes the team scalable without losing the quality and personalisation that enterprise customers expect.

What you’ll bring

Essential Experience

• 10+ years of progressive experience in customer-facing leadership roles within B2B enterprise SaaS, with at least 3–5 years at the top table with clear ownership of post-sale revenue and retention.
• Demonstrated track record of achieving and defending strong GRR metrics at scale — ideally in a $50M–$200M ARR SaaS business — with experience navigating complex enterprise renewal negotiations.
• Proven experience building and scaling product adoption programmes that create a measurable link between feature engagement and commercial outcomes.
• Deep experience partnering with Sales on customer-led growth motions — turning CS insight into pipeline and customer advocacy into revenue.
• Hands-on experience deploying AI and automation tools within a CS or Support organisation — including customer health platforms, AI-assisted workflows, and self-serve/deflection tools.
• Experience serving customers in the Office of the CFO, financial technology, ERP, FP&A, treasury, or GRC verticals is highly desirable — the ability to converse credibly with CFOs and finance leaders is essential.
• Proven ability to manage high-touch relationships with enterprise or Fortune 500 customers, including executive sponsorship at C-Suite level across multiple geographies.
• Track record of building globally distributed teams that operate cohesively across time zones, cultures, and regulatory environments.

Leadership Attributes

• Customer obsessed — you hold a deeply held belief that customer outcomes and business outcomes are inseparable, and you bring this perspective to every internal decision.
• Commercially grounded — you understand that retention, pricing, and adoption are interconnected levers, and you manage them with precision and strategic intent.
• AI-forward — you are genuinely enthusiastic about the potential of AI to change how customer organisations operate, and you have the credibility and hands-on experience to lead this transformation.
• Data-driven — you operate from insight, not instinct alone; you are comfortable with health scoring models, cohort analysis, adoption funnels, and leading vs lagging indicators.
• Executive presence — you are credible, compelling, and confident in front of enterprise customer executives.
• Builder’s mindset — you are energised by the opportunity to create structure, process, and capability in a business that is still scaling, and you know the difference between building for now and building for scale.
• Collaborative and Sales-aligned — you see CS and Sales as one commercial team with different roles, and you invest in making the partnership between them a genuine competitive advantage.

Preferred Background

• Experience in financial technology, ERP, FP&A, treasury, or GRC SaaS solutions.
• Previous exposure to private equity or venture-backed high-growth environments.
• Familiarity with market leading CS and CRM platforms.
• Working knowledge of AI tools relevant to CS operations: LLM-based summarisation, predictive health scoring, AI-assisted communication, and in-product guidance platforms.
• Multilingual capability or deep experience leading teams across English, Spanish, French, and German-speaking markets.

THE ROLE

Join Pure’s Americas Deals Strategy and Operations team as a Deal Strategy and Pricing Manager, where you will act as a "Field CFO" for our highest-impact opportunities across the U.S. and Canada. You will own the pricing and structuring of a large volume of complex deals, partnering directly with Sales, Finance, Legal, and Product to architect winning commercial constructs. This highly visible role is essential in protecting Pure’s margins while scaling our innovative subscription models. Your mission is to blend financial modeling with operational execution to accelerate deal velocity and ensure long-term business health.

WHAT YOU'LL DO

• Drive Deal Execution & Strategy: Lead the end-to-end commercial design for CAPEX and OPEX transactions, acting as a strategic advisor to Sales leadership to shape pricing, deal structures, and negotiation approaches.
• Architect Financial Value: Build comprehensive business cases and TCO/ROI analyses that articulate the value of Pure’s Evergreen and Capex offers against competitors, including complex OPEX conversions and trade-in constructs.
• Govern Pricing & Risk: Apply pricing frameworks and investment criteria to govern discounts and non-standard commercial terms, ensuring all proposals balance customer needs with Pure’s risk profile and revenue accounting standards.
• Identify Strategic Patterns: Analyze common deal patterns in renewals and expansions to develop repeatable playbooks and repeatable structures that improve win rates across the Americas.
• Enable Field Excellence: Utilize tools like SFDC and Tableau to analyze pipeline trends and ROI, providing actionable insights and enablement to help the field team make faster, higher-quality commercial decisions.

WHAT YOU BRING

• Financial Modeling & Deal Structuring: Understanding of commercial finance, pricing strategy, and the mechanics of both hardware (CAPEX) and/or subscription (OPEX) business models.
• Strategic Communication: The ability to simplify complex financial data into compelling commercial language, capable of influencing both internal executives and customer-facing negotiations.
• Analytical Problem Solving: Proficiency in using SFDC, G-Sheets, and Tableau to evaluate variable factors and create data-driven solutions for complex, high-visibility accounts.
• Cross-Functional Collaboration: A proven track record of leading cooperative efforts across Sales, Legal, and Finance teams to resolve technical hurdles and finalize high-stakes contracts.
• Location: We are primarily an in-office environment and therefore, you will be expected to work from the New York, NY or Santa Clara, CA office in compliance with Pure’s policies, unless you are on PTO, or work travel, or other approved leave.

#LI-ONSITE #LI-KQ1

THE ROLE

Join Pure’s Americas Deals Strategy and Operations team as a Deal Strategy and Pricing Manager, where you will act as a "Field CFO" for our highest-impact opportunities across the U.S. and Canada. You will own the pricing and structuring of a large volume of complex deals, partnering directly with Sales, Finance, Legal, and Product to architect winning commercial constructs. This highly visible role is essential in protecting Pure’s margins while scaling our innovative subscription models. Your mission is to blend financial modeling with operational execution to accelerate deal velocity and ensure long-term business health.

WHAT YOU'LL DO

• Drive Deal Execution & Strategy: Lead the end-to-end commercial design for CAPEX and OPEX transactions, acting as a strategic advisor to Sales leadership to shape pricing, deal structures, and negotiation approaches.
• Architect Financial Value: Build comprehensive business cases and TCO/ROI analyses that articulate the value of Pure’s Evergreen and Capex offers against competitors, including complex OPEX conversions and trade-in constructs.
• Govern Pricing & Risk: Apply pricing frameworks and investment criteria to govern discounts and non-standard commercial terms, ensuring all proposals balance customer needs with Pure’s risk profile and revenue accounting standards.
• Identify Strategic Patterns: Analyze common deal patterns in renewals and expansions to develop repeatable playbooks and repeatable structures that improve win rates across the Americas.
• Enable Field Excellence: Utilize tools like SFDC and Tableau to analyze pipeline trends and ROI, providing actionable insights and enablement to help the field team make faster, higher-quality commercial decisions.

WHAT YOU BRING

• Financial Modeling & Deal Structuring: Understanding of commercial finance, pricing strategy, and the mechanics of both hardware (CAPEX) and/or subscription (OPEX) business models.
• Strategic Communication: The ability to simplify complex financial data into compelling commercial language, capable of influencing both internal executives and customer-facing negotiations.
• Analytical Problem Solving: Proficiency in using SFDC, G-Sheets, and Tableau to evaluate variable factors and create data-driven solutions for complex, high-visibility accounts.
• Cross-Functional Collaboration: A proven track record of leading cooperative efforts across Sales, Legal, and Finance teams to resolve technical hurdles and finalize high-stakes contracts.
• Location: We are primarily an in-office environment and therefore, you will be expected to work from the Chicago, IL office in compliance with Pure’s policies, unless you are on PTO, or work travel, or other approved leave.

#LI-ONSITE #LI-KQ1

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 Governance Team, Responsible AI/ML Data Scientist

We are seeking a Vice President, Responsible AI/ML Data Scientist on our AI Governance Team who combines technical expertise in Data Science and Machine Learning with a strong advisory lens to help drive trustworthy AI solution development across Accordion's practices. In this role, you will serve as an internal subject matter expert, embedding responsible AI principles and controls across the AI development lifecycle to drive validated, explainable, compliant, and auditable AI solutions. Drawing on your experience with AI policy, regulatory standards, and testing methodologies, you will translate governance requirements into actionable and testable playbooks that teams across the business can apply consistently. This position is critical to co-designing AI solutions with embedded Responsible AI practices aligned to Accordion's AI Governance principles. As Accordion scales AI capabilities across its practice areas, this role will provide the validation rigor and oversight needed to ensure we develop AI solutions our clients and firm can trust.

This position must be based in our New York City, Chicago, or San Francisco office and is a hybrid role with the flexibility to work remotely 2 days a week.

This position is not eligible for immigration sponsorship.

What You’ll Do:

Governance & Technical Standards

• Translate AI governance, regulatory, and compliance requirements into testable operational Responsible AI playbooks with quantifiable standards for transparency, accuracy, fairness, privacy, and accountability — tailored to Accordion's AI solutions and business model
• Develop frameworks and guidance supporting systematic evaluation, testing, and risk mitigation that enable auditability, lineage, and transparent decision records
• Build evaluation frameworks that guide data scientists and engineering teams in developing, testing, and monitoring AI systems requirements; define mitigation strategies, detection methodologies, and acceptability thresholds
• Develop and implement testing principles for bias detection, model robustness evaluation, privacy preservation, and AI/privacy regulation alignment across different AI architectures and data types
• Establish benchmarks and governance processes aligned with industry standards (e.g., NIST AI RMF, EU AI Act, ISO 42001) that enable auditable AI transparency and explainability against applicable regulations and Accordion standards

Testing & Validation

• Collaborate with data science and engineering teams across our AI solution practices to embed responsible AI controls throughout the development lifecycle
• Develop repeatable testing and validation playbooks and evaluation frameworks for use across practice areas
• Pressure test AI solutions for accuracy, reliability, and trustworthiness, including output anomaly detection, logging, and observability mechanisms
• Develop methods to produce model cards and support audit trails for outputs across Accordion's business practice pillars and Client solutions

Cross-Functional Advisory

• Act as the firm's internal subject matter expert on Responsible AI topics including algorithmic fairness, transparency, privacy preservation, safety protocols, and risk mitigation strategies across the AI lifecycle
• Partner with Legal/Privacy/Risk, Technology, and D&A teams to translate regulatory requirements into actionable and measurable controls and governance structures
• Collaborate with teams developing AI solutions on risk-informed design decisions — advising on model selection, testing approaches, and appropriate guardrails
• Establish Responsible AI frameworks and operational playbooks that demonstrate alignment with evolving AI regulations (e.g., EU AI Act, GDPR, CCPA) and sector-specific requirements
• Monitor emerging AI regulations, industry standards, and responsible AI methodologies — translating insights into actionable internal design guidance
• Where applicable, support higher-risk or higher-profile engagements and AI product development where rigorous testing and evaluation of AI solutions is required

You Have:

• 5+ years of hands-on experience in data and ML, including developing, deploying, and evaluating solutions using a range of skillsets (e.g., statistics, machine learning, NLP, data visualization)
• Bachelor's degree in Computer Science, Data Science, Information Systems, Mathematics, Engineering, Statistics, or a related quantitative field
• Proven technical experience in regulated or complex industries with demonstrated collaboration across Legal/Risk/Compliance, Security, and AI/ML engineering teams
• Track record of operationalizing responsible AI through technical development frameworks, testing protocols, and quantitative evaluation that embed fairness, transparency, and accountability into production AI systems
• Strong programming proficiency in Python, R, or similar languages, with experience in ML frameworks and responsible AI tooling
• Understanding of AI and privacy regulations and standards — including EU AI Act, NIST AI RMF, GDPR, CCPA, and ISO 42001 — and the ability to translate regulatory mandates into technical controls
• Exceptional communication skills with the ability to convey complex technical and regulatory considerations to non-technical stakeholders, including leadership and cross-functional teams

Preferred Qualifications:

• Advanced degree (Master's) in Computer Science, Data Science, Statistics, Information Systems, Engineering, or a related quantitative discipline
• Consulting experience at a leading management or professional services firm
• Direct experience working with Legal/Privacy/Compliance teams on AI, data governance, or emerging technology matters
• Familiarity with responsible AI tooling, red teaming platforms, or model evaluation frameworks

You Are:

• Energized by ensuring AI systems that solve complex business challenges are built responsibly — with fairness, accuracy, transparency, and privacy by design embedded from the start
• A cross-functional collaborator who navigates matrixed organizational dynamics, working seamlessly with Legal/Risk/Compliance, Technology/Engineering, and business teams to establish AI principles, governance playbooks, and technical roadmaps
• A clear communicator who can translate AI governance concepts and technical risk findings into language that resonates with non-technical stakeholders and leadership
• A proactive problem-solver who thrives on staying ahead of AI governance expectations and emerging regulations — and can turn frameworks into practical controls
• An adaptive contributor who embraces the pace of consulting, working across diverse sectors and practice areas

The annual salary for this role ranges from: $160,000 to $175,000 + benefits. This role is also eligible for bonuses, based on individual and company performance. 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 Governance Team, AI Risk and Operations 

We are seeking a Vice President, AI Risk and Operations on our AI Governance Team who will play a critical role in maturing and scaling Accordion's enterprise-wide AI Governance risk and operations program. In this role, you will serve as an internal governance practitioner and cross-functional advisor, embedding AI governance policies, procedures, and controls across our operating model for internal AI solutions — with the expectation that this scope will evolve to include client-facing engagements over time. Drawing on your experience with AI policy, frameworks, and risk program design, you will translate complex governance requirements into actionable, scalable implementation systems. This position requires seamlessly bridging the gap between cutting-edge AI development and responsible governance, partnering with senior stakeholders across Practices, Technology, Legal, and Emerging Technology to enabling trusted use and development of AI.  

This position can be based in our New York City or Chicago offices and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location. 

This position is not eligible for immigration sponsorship. 

What You’ll Do 

Governance & Frameworks 

• Enhance the enterprise AI Risk Management Framework, including AI use case and supply chain inventory management, use case risk classification taxonomies, and risk-tiering mechanisms aligned to internal standards and emerging regulatory expectations 
• Design and operationalize scalable, end-to-end governance processes across the AI lifecycle  
• Build and maintain AI governance playbooks, risk appetite frameworks, and responsible AI standards  
• Identify opportunities to strengthen controls and oversight through process automation, tooling improvements, and governance workflow optimization 

Cross-Functional Collaboration 

• Partner with Legal, Technology, and Consulting Practice Groups to embed explainability, bias mitigation, and ethical AI principles directly into use case development and delivery workflows 
• Manage the firm's AI Governance obligations and processes end-to-end, including supporting AI and related vendor management supply chain   
• Coordinate with Legal teams to ensure AI systems meet applicable jurisdictional and regulatory requirements, including proactive engagement on evolving global AI legislation 
• Facilitate stakeholder working groups, cross-functional governance forums, and executive communications on AI risk priorities, testing outcomes, and documentation requirements 
• Maintain the internal AI risk register and escalate issues through appropriate governance channels 
• Liaise with Technology and Practices to ensure data lineage and quality standards are met for AI solutions 

Monitoring & Oversight 

• Establish, track, and report on key risk indicators (KRIs) for AI systems in partnership with the Responsible AI Data Scientist and AI Governance Lead, across internal and client-facing AI solutions and products 
• Monitor alignment with global AI regulatory frameworks (e.g., EU AI Act, NIST AI RMF) and support responses to regulatory inquiries, audits, or reviews 
• Evaluate risks associated with third-party and vendor AI solutions across the full sourcing lifecycle — including procurement, onboarding, integration, and ongoing performance oversight — and identify operational guardrails and controls 
• Assess design and operating effectiveness of AI controls against internal policy and external standards, especially for AI, privacy, and industry regulations, under Legal's guidance 
• Produce high-quality audit findings reports with clear recommendations for remediation and monitor implementation of agreed action plans 
• Stay current on AI regulation, industry standards, and emerging best practices 

Internal Enablement (Evolving) 

• Support the development of AI Governance updates, training/awareness programs, and culture-building initiatives to embed responsible AI practices across the organization 
• Contribute to Accordion's Trustworthy AI methodology and internal IP development 
• Over time, support client-facing AI governance assessments, risk remediation roadmaps, and responsible AI frameworks as the program matures and scope expands  

You Have 

• Bachelors degree in Finance, Business Administration, or related field  
• 7+ years’ experience in Risk Operations, Privacy Programs, or PMO/IMO, with at least 3 years directly focused on AI governance or oversight - preferably within professional services, consulting, or PE-backed environments. 
• Demonstrated experience leading complex, multi-jurisdictional integrations and/or global expansion programs, with a track record of building and running structured governance. 
• Strong knowledge of AI and privacy regulations and standards — including EU AI Act, NIST AI RMF, GDPR, CCPA, and ISO 42001 — and the ability to translate regulatory mandates into operational controls 
• Strong grasp of AI/ML technical risks (e.g., bias, model drift, robustness) and associated controls 
• Strong familiarity with regulatory and operational considerations relevant to cross-border professional services (e.g., data/privacy, employment, tax, licensing), and the ability to operationalize them into business processes. 
• Exceptional communication skills with the ability to convey complex technical and regulatory considerations to non-technical stakeholders, including leadership and cross-functional teams 
• Comfortable operating in a high-growth, entrepreneurial environment, with a bias toward structure, scalability, and execution discipline. 
• Strong analytical and problem-solving skills  
• AI usage and familiarity required 
• Excellent attention to detail and organizational skills   
• Ability to adapt to changing priorities and work effectively in a dynamic environment   

Preferred Qualifications 

• Experience in Data Risk Management or direct collaboration with AI/ML development teams 
• Familiarity with AI risk management platforms or tools for model monitoring, documentation, and compliance reporting 
• Experience designing training, awareness, or enablement programs focused on AI risk, model governance, or responsible AI practices 
• Certifications in risk, privacy, or compliance (e.g., CIPP, CIPM, CRISC, CRCM) 
• Passion for AI and a desire to build a world-class risk management function  

You Are 

• Energized by building and scaling governance programs that make AI deployment safer, more trustworthy, and more compliant — across a dynamic, fast-moving consulting environment 
• A cross-functional collaborator who navigates matrixed organizational dynamics, working seamlessly with Legal/Risk/Compliance, Technology/Engineering, and business teams — and can drive decision making and ownership across diverse stakeholders 
• A clear communicator who can translate AI governance concepts, regulatory requirements, and risk findings into actionable guidance for business, technical, and executive audiences 
• A proactive problem-solver who thrives on staying ahead of AI governance expectations and emerging regulations, and can turn frameworks into operational reality 
• An adaptive contributor who embraces the breadth and pace of consulting, working across diverse sectors and practice areas 

The annual salary for this role ranges from: $130,500 to $145,000 + benefits. This role is also eligible for bonuses, based on individual and company performance. 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

The Identity Team

The Identity team’s mission is to strengthen Okta’s position as the leading Identity-as-a- Service solution through identifying and resolving risks to the employees, product, and most importantly, our customers. With the ever-increasing pace of cloud application adoption, companies are struggling to find ways to accurately assess risk and act at the speed of their business.

The AI Identity Architect Opportunity

Reporting to the VP of Identity & Access Management, this role will be an AI Identity Pioneer, not just an IAM expert. Your "been there, done that" experience in securing autonomous agents at scale is your superpower. You’ve seen how traditional OAuth flows break under agentic pressure, you’ve felt the pain of "Secret Zero" in a LangChain loop, and you know exactly where the industry’s current tools fall short. At Okta, you won't just implement security; you will use your battle-tested experience to drive the product features needed to secure the next generation of identities.

The AI Identity Architect's mission is to own Okta’s enterprise identity strategy for autonomous AI agents. As Customer Zero, you will implement Okta on Okta—validating identity patterns at production scale, feeding direct input into product roadmaps, and partnering with business units building internal agentic systems.

What you’ll be doing 

Product Vision & Architecture (The "Ratified R0")

• Drive the Roadmap: Act as a primary stakeholder for Okta’s product teams. Translate your real-world experience securing agents into prioritized feature requests and product requirements.
• Target State: Define a multi-year roadmap for Non-Human Identities (NHIs) and AI Agents aligned with Zero Trust (NIST 800-207) and Okta’s Secure Identity Commitment.
• Posture First: Use ISPM (Identity Security Posture Management) to discover unmanaged AI agents and eliminate "Identity Debt" across the enterprise.

Cross-App Access & Brokered Delegation

• Agent-to-App Connectivity: Architect secure Cross-App Access patterns where agents act as intermediaries between enterprise systems.
• Delegated Authority: Refine how user identity is "brokered" to an agent (e.g. OAuth2 Token Exchange), ensuring the agent never has more power than the human user who triggered it.
• Session Scoping: Implement context-bound, short-lived tokens to prevent lateral movement by a compromised agent.

Okta Customer Zero -- Validate and publish patterns using Okta primitives to secure the AI lifecycle for:

• Okta Identity Engine & Auth0: Define how AI agents prove their identity within AuthN/AuthZ core concepts, implementing rigorous protocols for secure access delegation like OAuth2/OIDC, mTLS, and SPIFFE/SPIRE for workload attestation.
• Okta Privilege Access: Implement JIT/JEA access and ephemeral, vaulted secrets for agent tool-use.
• Okta Identity Governance & Workflows: Automate the Joiner-Mover-Leaver (JML) lifecycle for agents, including automated certification and revocation.
• Fine-Grained Authorization: Implement ReBAC for intent-bound decisions (e.g., "Can this agent access the Finance API on behalf of the CFO?").
• Serve as "Customer Zero" by architecting and stress-testing internal AI security frameworks, translating real-world deployment lessons into a continuous stream of public-facing white papers, blogs, and technical guides to steer industry best practices.

AI Ecosystem & Tech Stack Integration -- Define how Okta identity is woven into modern AI orchestration layers:

• Orchestration: Secure identity patterns such as  LangChain, LangGraph, AutoGPT, CrewAI, LlamaIndex, and Semantic Kernel.
• Architect secure connectivity to AI model providers such as Azure OpenAI, AWS Bedrock, Google Vertex AI, OpenAI API, and Anthropic.

What you’ll bring to the role

• The "Been There" Factor: Proven track record of securing AI agents and non-human identities in a production environment. You have a deep understanding of the "identity gaps" in current AI frameworks.
• Experience: 7+ years in IAM/Security Architecture; proven strategy work across workforce, customer, and Non-Human Identities (NHIs).
• Deep knowledge of the core protocols OAuth2/OIDC (especially Token Exchange), SAML, mTLS, JWT, and Model Context Protocol (MCP).
• Hands-on experience with Modern Identity framework SPIFFE/SPIRE.
• Ability to author Architecture Decision Records (ADR) and influence at the VP/CTO level, while simultaneously acting as a peer to Product Management.

And extra credit if you have experience in any of the following! 

• Prior work shaping identity strategy for autonomous/agent systems, multi-agent delegation, or brokered access patterns.
• Exposure to policy-as-code (OPA/Cedar) and service-mesh identity.
• Certifications such as CISSP-ISSAP, CCSP, or TOGAF are welcome but not required or expected.

#LI-SM1

#LI-Hybrid

#LI-Remote

P21621_3398002

• Directly manage and cultivate a named account list while crafting comprehensive account plans aimed at winning and expanding business with upper middle market and enterprise companies.
• Build and sustain key relationships with C-level executives, ensuring the orchestration of appropriate executive touchpoints.
• Contribute to the development of our platform partnership strategy by establishing repeatable processes and scalable engagement models.
• Develop outbound strategies to create and nurture new business opportunities.
• Own the complete sales cycle, from lead generation to closing sales with upper middle market and enterprise clients.
• Coordinate and support the implementation of sold platforms and facilitate their effective utilization of Stripe products.
• Foster relationships with executive stakeholders at both new and existing clients.
• Collaborate with leaders across various functions (such as Engineering, Product, and Finance) to conduct complex product workshops and financial analyses.
• Lead and contribute to team initiatives aimed at developing and refining our sales process.
• Engage with Product and Engineering teams to shape and drive product strategy.

• A minimum of 3-6 years of sales or prospecting experience, ideally within a technology company, showcasing a consistent record of top performance.
• Directly manage and nurture a named account list and develop account plans for winning and expanding business with upper middle market and enterprise companies.
• Build and maintain key relationships with C-level executives while orchestrating the right executive touch points as well.
• Contribute to shaping our platform partnership strategy and building repeatable processes and scaled engagement models.
• Develop outbound strategies to create and nurture opportunities.
• Own the full sales cycle from lead to close for upper middle market and enterprise companies.
• Develop relationships with executive stakeholders at new and existing clients.
• Work with company leaders from multiple functions (e.g., Engineering, Product, and Finance) to lead complex product workshops and financial analyses.
• Lead and contribute to team projects to develop and refine our sales process.
• Engage with Product and Engineering teams to help drive product strategy.

Lyra Tech Group is looking for a Forward Deployed AI Engineer to work directly inside our clients' businesses — rolling up your sleeves to design, build, and deploy AI-powered solutions that create real operational impact. You won't be sitting behind a desk writing specs; you'll be on-site at small and mid-size businesses diagnosing inefficiencies, earning stakeholder trust, and shipping production-grade AI agents, automated workflows, and engineering solutions that change how these organizations run. This is a hands-on, client-facing engineering role built for someone who is as comfortable presenting to a business owner as they are writing Python.

Your work as a Forward Deployment AI Engineer will include several components:  

•    Client Acquisition & Relationship Management: Identify, engage, and secure new business opportunities through
•    Embed directly with clients to discover operational pain points, map workflows, and identify high-ROI opportunities for AI and automation
•    Design and build AI agents using frameworks such as LangChain, LangGraph, AutoGen, or similar — including tool-use, memory, and multi-agent orchestration patterns
•    Develop AI-powered workflows that integrate with clients' existing systems (CRMs, ERPs, cloud platforms, communication tools, etc.)
•    Engineer automation solutions across areas such as document processing, data extraction, reporting, customer communication, and internal operations
•    Own the full delivery lifecycle — from scoping and architecture to build, testing, handoff, and lightweight documentation
•    Train and enable client teams to maintain and iterate on solutions post-deployment
•    Serve as a trusted technical advisor, translating complex AI capabilities into clear business value for non-technical stakeholders
•    Contribute internally by codifying reusable components, playbooks, and delivery templates that scale across the practice

Our ideal Forward Deployment AI Engineer has the following qualifications:

•    Bachelor's degree in Computer Science, Engineering, Information Systems, or a related technical field
•    Must be legally authorized to work in the United States without employer sponsorship 
•    2+ years of professional experience in software engineering, AI/ML engineering, or a technical consulting role
•    Working proficiency in Python and familiarity with REST APIs and cloud services
•    Hands-on experience building with LLM APIs (OpenAI, Anthropic, Gemini, or similar)
•    Understanding of prompt engineering, RAG (Retrieval-Augmented Generation), and agentic workflow patterns
•    Ability to work independently in ambiguous, fast-moving client environments
•    Strong communication skills — you can explain a vector database to a CFO without losing them
•    Willingness to travel regularly to client sites in the Chicagoland area (estimated 40–60%) 

Preferred
•    Experience with workflow automation platforms (Zapier, Make, n8n, or similar)
•    Familiarity with vector databases (Pinecone, Weaviate, Chroma) and embedding pipelines
•    Exposure to low-code/no-code tools alongside custom-code solutions
•    Prior client-facing, consulting, or forward-deployed engineering experience
•    Experience working with SMB clients across industries such as professional services, healthcare, logistics, or retail

Who Thrives in This Role
You're a builder who gets energy from solving real problems for real people. You're not waiting for perfect requirements — you ask good questions, form a hypothesis, and get something in front of stakeholders fast. You're comfortable being the most technical person in the room for one hour and a junior learner the next. You care about the outcome, not just the code.

The targeted salary for this role is $120,000-$150,000 per year and will operate out of the Naperville office on a hybrid basis.

Lyra Tech Group is an equal opportunity employer. We celebrate diverse perspectives and are committed to building an inclusive team.

Our holding company team is looking for a Senior Accountant to help support our continued growth. This individual will take a lead role in our financial reporting process and implement accounting best practices across our family of operating companies. You will build relationships with and help support finance leads across the portfolio. You will also collaborate with the CFO to set and execute strategic priorities for the business. 

As our business continues to grow, the Senior Accountant will have opportunities to lead others and step into a Controller-level role. This role reports directly to the Group Controllers with regular interaction with the CFO. 

In this role, you will be responsible for establishing accounting processes as well as financial reporting to the holding company on a monthly basis. Additional responsibilities include: 

• Implement and maintain consistent accounting practices across portfolio companies.
• Ensure timely and accurate month-end accounting closes for portfolio companies and holding company.
• Assist with preparation of consolidated financial reports for the holding company.
• Oversee offshore and potential US-based resources
• Support the financial onboarding of newly acquired companies and their finance leaders.
• Manage audit work for the holding company and its portfolio companies.
• Support the building of annual budgets across the portfolio.
• Assist organization-wide initiatives such as system migrations, improving processes & controls, compliance with accounting guidelines, metrics tracking, etc.

Desired Skills:

• Bachelor’s degree in accounting
• Solid understanding of GAAP compliance
• Three to five years of relevant experience
• Proficiency in MS Office Suite, with advanced working knowledge of Excel
• Systems Integrations and Mergers and Acquisitions knowledge
• QuickBooks knowledge
• Microsoft Business Central knowledge preferred

Other Information:

• This is a hybrid role, requiring in-office work in our downtown Chicago headquarters two days per week.
• Candidates must live in the greater Chicagoland area.
• Target Compensation: $90,000-$100,000 per year.

Lyra Benefits:

• Fully funded medical and dental coverage for employees and their families, effective day one
• Unlimited PTO, with a strong culture of real work–life balance
• Annual bonus based on both company and personal performance
• 4% 401(k) match, vested immediately
• Career pathways and mentorship opportunities
• Annual company conference and monthly team building events

Who we are

About Stripe

Stripe is a financial infrastructure platform for businesses. Millions of companies - from the world’s largest enterprises to the most ambitious startups - use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career.

What you’ll do

As a Billing Account Executive at Stripe, you will use your sales and product expertise to help drive growth through both existing and new to Stripe customers. You will collaborate with the core sales, marketing, product marketing, and product teams to develop deep product and industry knowledge and drive strategic deals. You will be instrumental in leading in depth product discussions with existing and prospective customers – and building and executing against our go to market strategy.

Responsibilities

• Drive revenue to achieve and over perform on target and KPIs
• Lead new sales and upsell conversations of Stripe for existing and prospective customers.
• Drive strategic thought leadership within assigned territory to ensure user success and revenue growth 
• Deeply understand the sales process and competitors for Stripe, including software, hardware and payments.
• Serve as both an internal and customer-facing expert on Stripe, especially for your specialized products.
• Synthesize and relay customer feedback and our findings to inform Stripe’s product roadmap.
• Engage with Product, Marketing and User Operations teams to help amplify our growth trajectory.

Who you are

You are an adept salesperson, capable of engaging in business-level and technical conversations at multiple levels of the organization, including CEO, CFO, and CTO. You are used to building value in competitive situations and enjoy working on products that require deep product understanding, combined with technical knowledge. You’re as comfortable working with clients as with internal stakeholders (including executives). You’re excited to become an expert and to share your knowledge. You’re an organized self-starter, an excellent communicator who is highly analytical and has a track record for improving the processes and organizations around you.

Minimum requirements

• 8+ years of sales or prospecting experience at a technology company and a track record of top performance.
• Owning a direct sales quota, with direct sales experience closing new business and/or expansion of existing users.
• A proven ability to build strong collaborative working relationships with business partners. 
• The ability to deal effectively with ambiguity and thrive in an unstructured, fast-moving environment.
• A proven ability to be a self-starter capable of driving business results without significant supervision.
• An enthusiastic “roll up your sleeves” mentality.
• Excellent verbal and written communication skills.
• Strong presentation skills, particularly for in-person meetings with multiple stakeholders. 
• Proven ability to lead complex negotiations involving bespoke commercial agreements. 
• Ability to understand complex technical requirements and craft solutions across multiple stakeholders.
• Excellent verbal and written communication skills.

Preferred qualifications 

• • 5+ years of experience specifically selling financial services or similar software.  
  • Experience in selling billing solutions. 
  • Proven ability to sell in a fast paced environment.

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.

Technology Asset Manager  

The Technology Asset Manager plays a key role within Accordion’s End User Computing organization, owning and leading the strategy, governance, and optimization of Accordion’s IT assets, ensuring alignment with financial, operational, and security objectives across our hybrid workforce.

This role focuses on data integrity, governance, and process optimization — ensuring that IT asset information is reliable, actionable, and aligned with Accordion’s operational and security standards. The Asset Manager serves as a key advisor to IT, Finance, and Security leadership, leveraging asset data to inform budgeting, vendor strategy, risk management, and enterprise decision-making. The ideal candidate combines strong analytical skills, deep familiarity with ManageEngine Endpoint Central and ServiceDesk Plus, and a passion for operational excellence.

This role will ideally be based in our Atlanta office or Chicago office (but can be open to any US office) 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:

• Maintain an accurate inventory of all IT hardware and software assets across their lifecycle — procurement, deployment, maintenance, and decommissioning
• Track asset movements, assignments, and disposals in alignment with Accordion’s policies and compliance standards
• Partner with Finance to reconcile purchasing data, invoices, and asset costs with financial systems
• Advise vendors and internal teams on warranty tracking, lease management, and equipment replacement planning
• Serve as the primary owner of asset data accuracy and governance within ServiceDesk Plus and Endpoint Central
• Develop and maintain dashboards and reports that deliver clear insights into asset health, compliance status, and lifecycle milestones
• Collaborate with the Endpoint Specialist to provide accurate data regarding patch compliance, device posture, and deployment coverage
• Conduct regular audits to reconcile asset data across systems and physical inventories and provide recommendations to address any gaps raised
• Configure and maintain asset management modules within ServiceDesk Plus to support service request, incident, and change workflows
• Leverage Endpoint Central for asset discovery and reporting — ensuring accurate linkage between device records and user accounts
• Identify automation opportunities to streamline asset tracking, onboarding/offboarding, and reporting workflows
• Document and enhance asset management processes to align with Accordion’s scaling IT operations
• Ensure compliance with software licensing agreements, hardware warranties, and data handling policies
• Partner with the Security and Endpoint teams to maintain visibility into device compliance, patch posture, and lifecycle risks
• Own internal and external audits by providing accurate, complete asset data and documentation
• Collaborate cross-functionally to ensure a seamless employee technology experience while maintaining cost control and governance
• Exercise independent judgment in developing policies, selecting tools, and determining asset management strategy

You Have:

• 5+ years of experience in IT Asset Management or IT Operations, preferably in a hybrid or distributed enterprise environment
• Hands-on experience with ManageEngine Endpoint Central and ServiceDesk Plus (administration, reporting, and integration)
• Strong understanding of ITIL, ITSM, and ITAM principles, with necessary certifications
• Excellent data management and reporting skills, with proficiency in Excel, Power BI, or similar tools
• Demonstrated ability to manage processes, enforce data standards, and drive continuous improvement
• Strong communication, documentation, and stakeholder engagement skills
• Experience in a professional services or consulting firm preferred
• Knowledge of software licensing compliance and vendor management
• Data stewardship skills, ensuring the accuracy and reliability of all asset information
• Process discipline skills, driving consistency and compliance across lifecycle workflows
• Analytical thinking skills, translating data into actionable insights for EUC leadership
• Collaboration skills, working cross-functionally with IT, Security, and Finance
• Service orientation skills, focusing on delivering a seamless and efficient employee 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: $76,500 to $110,000 + 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

Your Mission:

This FP&A position is a critical and highly visible role within the Iterable finance team that performs integrated analysis and consolidation to support department and company-wide planning, forecasting and performance reporting processes. Reporting to the VP of FP&A, this role will partner with Research & Development (R&D) to support the company’s strategic objectives while keeping costs predictable. Your goal is to develop a deep understanding of links between our SaaS platform’s technical components and their financial costs to lead short and long-term forecasting of platform investments, technical development costs and partner directly with the CTO and head of product to align financial and development targets.

The successful candidate will specifically demonstrate a strong aptitude for interpreting, analyzing, and communicating complex business issues, and identifying opportunities for improvement. Problem-solving, prioritization, and attention to detail are critical. This position offers multiple opportunities to showcase analytical skills.

The core functions of the role include supporting the annual operating plan, fine tuning live forecast, contingent scenario planning, long-range planning, and month-end reporting processes while ensuring we maintain flexibility and continuously support the strategic objectives of Iterable.

Responsibilities:

• Manage department and company wide financial statement reporting and forecasting including topline revenue metrics, resource allocation, headcount, and OpEx management with a specific focus on and ownership of key R&D functions
• Serve as a finance business partner to the R&D organization and handle departmental headcount, budget, and development and tracking of meaningful critical metrics to measure efficiencies and return on investment analysis
• Partner closely with CFO, VP of FP&A, CTO and VP of Product planning teams on budget planning and maintenance, balancing technical roadmap and budget objectives
• Own the holistic company cost of revenue forecast, partnering with the Engineering FinOps team to link platform performance and optimization with the associated financial impacts
• Support/drive development of Board of Directors presentations, executive dashboards, and KPIs. Create executive review materials that consolidate and communicate financial and operational strategy
• Perform account-level variance analysis that drives business insight and frames financial risks and opportunities; present findings to senior management
• Working to continuously develop and improve existing FP&A processes
• Develop repeatable business, operational and financial processes, partnering closely with the accounting team, to identify key areas of improvement for maximum efficiency
• Perform and support ad-hoc reporting/analysis requests. Support corporate initiatives and reporting

We are looking for people who have:

• BS in Accounting/Finance, related field, or equivalent experience
• Prior experience: 4+ years in an FP&A role at a public/pre-IPO SaaS company, public accounting firm, management consulting or investment banking with direct software company experience
• Exceptional quantitative and financial modeling with high proficiency in Excel, G-Suite applications, and BI tools
• Ability to thrive and multi-task in a rapidly evolving, fast-paced environment
• Self-starter who is self-directed and proactive
• Strong project management skills and proven ability to lead complex cross-functional initiatives across a breadth of team members
• Strong communication, writing, and presentation skills
• Built strong, collaborative relationships with key team members and stakeholders to drive operational efficiency
• Roll-up-the-sleeves attitude and ability to adapt quickly to changes in business priorities and conditions

Perks & Benefits: 

• Paid parental leave
• Competitive salaries, meaningful equity, & 401(k) plan
• Medical, dental, vision, & life insurance
• Community Impact Days
• Fertility & Adoption Assistance
• Paid Sabbatical
• Flexible PTO
• Monthly Employee Wellness allowance 
• Monthly Professional Development allowance 
• Pre-tax commuter benefits
• Complete laptop workstation

The US base salary range for this position at the start of employment is $112,000 - $175,000. Within this range, individual pay is determined by specific US work location, as well as additional factors, including job-related skills, experience, relevant education or training, and internal equity considerations.

Please note that the range listed above reflects only base salary. The total compensation package includes variable pay (where applicable), equity, plus a range of benefits, including medical, dental, vision, and financial. In addition, we offer perks such as generous stipends for health & fitness and learning & development, among others.

As a Sales Finance Business Partnering Manager, you will act as the mini-CFO for the sales divisions that you will support. You will drive goal-setting, revenue insights, forecasting and performance management. You will partner with sales leaders on ideas to improve their P&L. This includes identifying underlying trends and consulting on strategic business decisions. Your role is to translate complex data into actionable insights, which means you can focus on the details and also solve big-picture challenges. 

The Sales Finance team’s mandate is to optimize value creation for pinners, advertisers and Pinterest through disciplined business leadership and seamless financial execution. We do this by developing financial forecasts, providing decision support through analysis, generating internal reports, monitoring key performance indicators and scaling financial processes. We are looking for an expert in finance and strategy who uses an analytical, collaborative, results-oriented approach to drive progress.   

What you’ll do:

• Drive goal-setting, forecasting, revenue insights and performance management for key sales divisions. 
• Partner with the Sales and Sales Strategy & Operations teams on developing insights and trend analysis of revenue drivers.
• Leverage AI and technical expertise to execute quantitative modeling and analysis.
• Provide weekly and quarterly reporting and insights for a senior Executive Team audience.

What we’re looking for:

• Bachelor’s degree in a relevant field such as economics, business, engineering or 5+ years of experience in sales finance, investment banking, consulting or a related quantitative field.
• Well experienced with providing strategic advice to senior sales leaders.
• Exceptional spreadsheet skills with experience creating financial models and dashboards.
• Basic SQL experience is preferred but not required. 
• Experience using AI (including prompting and building agents) to optimize repetitive processes and make time for strategic thought partnership with Sales and Product.
• Excellent communication and presentation skills (Google Slides).
• Ability to multi-task and deliver against timelines.
• Entrepreneurial, flexible, and collaborative.

In-Office Requirement Statement:

• We let the type of work you do guide the collaboration style. That means we're not always working in an office, but we continue to gather for key moments of collaboration and connection. 
• This role will need to be in the office for in-person collaboration 1: time per week and therefore needs to be in a commutable distance from one of the following offices: Chicago, NYC, San Francisco.

Relocation Statement:

• This position is not eligible for relocation assistance. Visit our PinFlex page to learn more about our working model.

#LI-HYBRID

#LI-PW1

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

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

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, and work product that helps guide the direction and decisions related to client turnaround and/or restructuring objectives.

This role can be based out of our Chicago, Dallas, or New York office 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:

• Perform analysis of current and historical business performance and capital structure
• Develop 13-week cash flow forecasts that outline the liquidity profile and cash needs
• Create dynamic financial models that exhibit the client’s historical and potential future performance
• Support the creation and preparation of corporate strategic plans
• Provide implementation support to approved business plans and strategies
• Engage with client personnel and management as necessary to achieve objectives
• Develop and furnish appraisal of business options and contingency plans as needed
• Effectively gather, analyze, and organize large data sets which may be incomplete
• Support the development of quality client deliverables
• Provide interim support on operating functions and job duties as directed
• Assist in bankruptcy preparation and administration
• Travel to client site as needed

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 6+ years of relevant professional work experience
• Hands-on experience building / developing / maintaining fully dynamic, integrated 3-statement financial, and 13-week cash flow models
• High 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 work well under pressure and independently yet understand when to ask for guidance

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: $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 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. 

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. 

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:

• Perform analysis of current and historical business performance and capital structure
• Develop 13-week cash flow forecasts that outline the liquidity profile and cash needs
• Create dynamic financial models that exhibit the client’s historical and potential future performance
• Support the creation and preparation of corporate strategic plans
• Provide implementation support to approved business plans and strategies
• Engage with client personnel and management as necessary to achieve objectives
• Develop and furnish appraisal of business options and contingency plans as needed
• Effectively gather, analyze, and organize large data sets which may be incomplete
• Support the development of quality client deliverables
• Provide interim support on operating functions and job duties as directed
• Assist in bankruptcy preparation and administration
• Travel to client site as needed

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 3+ years of relevant professional work experience
• Hands-on experience building / developing / maintaining fully dynamic, integrated 3-statement financial, and 13-week cash flow models
• Highly proficient 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
• Possess strong analytical and business writing skills
• Able to work well under pressure and independently yet understand when to ask for guidance

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: $97,750 to $150,000 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 position can be based in our New York City, Dallas, or Chicago offices and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location.

This position is not eligible for immigration sponsorship.

What You’ll Do:

As a Vice President on a lean, cross-functional team, you will work collaboratively with a diverse set of colleagues with backgrounds in private equity, investment banking, FP&A, Big 4, and financial controllership, to identify and rectify issues across a broad range of scenarios. 

The following representative engagements are emblematic of the type of work you will do as a Vice President at Accordion.

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

You Have:

• Bachelor’s degree in Finance, Accounting, or Economics; MBA is a plus
• Minimum 6 years of experience at a top tier private equity firm, investment bank, and/or consulting firm working with SaaS and Software companies
• High attention to detail and advanced quantitative skills, especially as it relates to financial modeling and corporate valuation
• Proven ability to leverage Excel and other tools (e.g. PowerBI) to manage, simplify, analyze, and present large and complex datasets
• Transactional finance experience, as well as an understanding of operational finance
• Prior experience preparing reports, presentations, and memos; ability to present data-driven insights in a clear, succinct, and comprehensive manner
• Strong drive and motivation, adhering to the highest professional standards in working with clients and colleagues
• An ability to work collaboratively and independently in a team-oriented environment, understanding how to take initiative and seek guidance when needed in order to advance your projects 

You Are:

• Excited to be part of a growing team, with a focus on driving future growth
• Prepared to assist with the build out and execution project deliverables for Software and SaaS companies, including the development of bottoms up annual budgets and forecasts driven by core operating levers and metrics such as ARR, bookings, retention, and headcount
• Passionate about delivering exceptional client service
• Knowledgeable about the relationship between private equity sponsors and their portfolio companies, particularly within the office of the CFO
• Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
  Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)
• A self-starter with a strong work ethic
• Full of entrepreneurial spirit and comfortable in a fluid, flat organization
• Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
• A team player, able to work with team members across all levels
• Someone who enjoys mentoring others and doing meaningful work
• A leader of others; you lead by example

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

Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.  We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

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

#LI-VL1

Company Overview

We are the better way to work in finance. As private equity’s value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value—supporting the office of the CFO to drive end-to-end value creation.

If you crave challenging work and are looking to grow, come solve complex issues alongside 1,600+ finance & technology experts in a supportive, collaborative environment.

Backed by premier private equity firms and headquartered in New York with 11 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark. 

Practice Overview

Accordion’s Strategic Finance Practice helps Finance teams build capabilities to enhance performance visibility, planning activities, data analytics, and business partnering to enable and accelerate value creation.

By combining extensive operational FP&A experience, data and technology skills, and a proprietary engagement model, we develop and implement tools and processes and deliver solutions that meet the rigor and pace required in a Private Equity-backed environment.

This position can be based in our New York City, Dallas, or Chicago offices and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location.

This position is not eligible for immigration sponsorship.

What You’ll Do:

As a Director on a lean, cross-functional team, you will work collaboratively with a diverse set of colleagues with backgrounds in private equity, investment banking, FP&A, Big 4, and financial controllership, to identify and rectify issues across a broad range of scenarios.

The following representative engagements are emblematic of the type of work you will do as a Director at Accordion.

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

You will: 

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

You Have: 

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

You Are:

• Excited to be part of a growing team, with a focus on driving future growth
• Passionate about delivering exceptional client service
• Knowledgeable about the relationship between private equity sponsors and their portfolio companies, particularly within the office of the CFO
• Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
• Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)
• A self-starter with a strong work ethic
• Full of entrepreneurial spirit and comfortable in a fluid, flat organization
• Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary

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

Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.  We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

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

#LI-VL1

Company Overview

We are the better way to work in finance. As private equity’s value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value—supporting the office of the CFO to drive end-to-end value creation.

If you crave challenging work and are looking to grow, come solve complex issues alongside 1,600+ finance & technology experts in a supportive, collaborative environment.

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.

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