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Accordion

Finance-focused consulting with portfolio operations technology

Vice President

Financial & Transaction AdvisoryConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • A bachelor's degree in Finance, Accounting, or Economics is required; an MBA is a plus.
  • At least 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 in financial modeling and corporate valuation.
  • Ability to use Excel and other tools such as Power BI to manage, simplify, analyze, and present large and complex datasets.
  • Transactional finance experience and understanding of operational finance.
  • Prior experience preparing reports, presentations, and memos, and ability to present data-driven insights clearly, succinctly, and comprehensively.
  • Ability to work collaboratively and independently in a team-oriented environment, take initiative, and seek guidance when needed to advance projects.
  • Willingness and ability to travel 50–100%.
  • Knowledge of the relationship between private equity sponsors and their portfolio companies, particularly within the office of the CFO.
  • Ability to manage projects with multiple complex workstreams while staying focused on an individual workstream.
  • Ability to communicate complex issues and solutions effectively and raise issues to senior team members when necessary.

Responsibilities

  • Determine data availability and reliability and design a structured process to aggregate relevant datasets as the foundation for future reporting.
  • Work with the CFO, private equity sponsor, and operating team to understand business drivers, verify key performance indicators, and establish a single source of numerical truth through monthly reporting packages.
  • Develop a reporting cadence and automated processes combining sound data flows and insightful key performance indicators to generate monthly Board and management reporting packages.
  • Train the existing financial planning and analysis team to run and own process flows and forecast analysis tools.
  • Complete a diagnostic deep dive to identify anecdotes, root causes, and key corrective themes in existing budgeting and forecasting processes.
  • Lead a comprehensive budget plan and process in partnership with financial planning and analysis, sales, operations, and senior leadership teams.
  • Build and maintain 13-week cash flow forecasts by coordinating with relevant company departments.
  • Use Power Query and Power Pivot to structure, analyze, and model data in Excel, and deliver user-friendly reports for the CFO, financial planning and analysis team, and other stakeholders.
  • Design a singular finance function for three businesses, including headcount, budget, and specific team roles and responsibilities.
  • Assist in developing detailed, week-by-week training plans for each team member.
  • Select and implement an enterprise resource planning solution that meets the needs of the newly combined business.
  • Build analytical tools and create template reporting.

Desired Qualifications

  • An MBA is a plus.
  • Prior experience preparing reports, presentations, and memos, and ability to present data-driven insights clearly, succinctly, and comprehensively.
  • Experience leveraging Power BI to manage, simplify, analyze, and present large and complex datasets.

About the Company

Accordion

Finance-focused consulting with portfolio operations technology

Accordion partners with private equity firms to drive value creation through financial consulting services and portfolio operations technology. The core offering combines hands-on support in the Office of the CFO with a technology platform called Maestro, which institutionalizes a private equity firm’s approach to value creation across the finance function. How it works: a team of consultants works alongside sponsor management to execute initiatives across finance processes, using Maestro to standardize and scale the PE value-creation playbook. What sets Accordion apart: it is the only firm focused exclusively on the CFO function within private equity, pairing dedicated execution expertise with a proprietary platform that codifies portfolio operations best practices. Its goal is to help private equity sponsors achieve flawless execution across portfolios, shaping a new era in private equity through disciplined, measurable value creation.

Company size
1,001-5,000
Company stage
Pre-seed
Total funding
$25K
Headquarters
New York City, New York
Founded
2009

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