Accordion
Senior Director
Boston; Chicago; Dallas; New York. Posted 10 months ago
The role
As a Senior Director, you will work on a lean, cross-functional team to identify and rectify issues for clients. You will design financial processes, build reporting tools, and manage complex workstreams for private equity-backed companies.
What you will do
- Determine data availability and reliability
- Design structured processes to aggregate data sets
- Work with CFOs and PE sponsors to verify KPIs and establish reporting packages
- Develop reporting cadence and automated processes
- Train FP&A teams to run process flows and forecast analysis tools
- Complete diagnostic deep dives into budgeting and forecasting processes
- Partner with leadership to quarterback budget plans
- Build and maintain 13-week cash flow forecasts
- Select and implement ERP solutions
- Manage projects with multiple complex workstreams
Required qualifications
- Bachelor's degree in Finance, Accounting, or Economics
- Minimum 15 years of experience at a top tier private equity firm, investment bank, and/or consulting firm
- High attention to detail
- Advanced quantitative skills regarding financial modeling and corporate valuation
- Ability to leverage Excel and other tools like PowerBI to manage and analyze large datasets
- Transactional finance experience
- Understanding of operational finance
- Prior experience preparing reports, presentations, and memos
- Excellent interpersonal, leadership, and team management skills
Nice to have
- MBA
- Experience in the FP&A department of an operating company
- Track record of interacting with private equity funds and private equity-owned businesses
Benefits
- benefits
Before you apply
- This position is not eligible for immigration sponsorship
About the company
Accordion is a high-growth, entrepreneurial firm and private equity's value creation partner. They provide financial consulting rooted in data, technology, and AI to support the office of the CFO.