Digital Advisory Director

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 values supporting the office of the CFO to drive end-to-end value creation.

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

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

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

Practice Description

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

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

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

Role Context

CFOs and finance functions in PE-backed businesses frequently face technology challenges that are complex, cross-cutting, and poorly served by single-system or domain expertise. The Digital Advisory Director exists to address exactly these situations. Operating across the full landscape of finance technology e.g., from ERP and CRM through to EPM, automation, and data, this role brings strategic clarity to ambiguous technology problems and orchestrates the right specialist resources to deliver against them. It is a role defined by breadth, commercial judgement, and the ability to connect finance operations with the technology decisions that shape them.

What You’ll Do:

Digital Advisory Delivery

• Lead finance technology diagnostic processes for clients that cut across ERP, CRM, EPM, and adjacent systems, often with a spike in one area depending on the nature of the diagnostic
• Deliver surgical and focused advisory on finance technology strategy, solution architecture, and technology transformation
• Facilitate impartial system selection processes, managing competitive vendor evaluations while maintaining advisory independence
• Provide credible, informed perspective on AI and automation in the finance function including where it adds value, what the risks are, and what readiness looks like
• Rapidly distill insights from data and client interactions to inform technology advisory recommendations that will support the delivery of finance focused value creation
• Lead the technology workstream in transaction-related scenarios including carve-outs, integrations, and first-100-day scenarios
• Define and communicate finance systems architecture recommendations both designing from scratch and articulating the implications of existing architectures to technical and non-technical stakeholders

Technology Programme Delivery

• Operate as programme-level orchestrator on larger system-focused engagements, bringing together deep specialist resources (e.g., NetSuite, Salesforce, Anaplan) to deliver unified outcomes
• Oversee delivery of complex technology transformation programmes across multiple workstreams
• Integrate with other Accordion practices and domain experts (Data and Analytics, Strategic Finance, Transformation etc.) to deliver performance improvement across the finance function
• Carefully manage large complex project budgets and engagement economics on behalf of the wider project team
• Be responsible for coaching and guiding project teams towards A+ delivery for Accordion’s clients

Commercial and CFO Technology Practice Development

• Own key client relationships on projects and act as a trusted advisor to CFOs, finance leaders, and PE operating partners
• Originate follow-on work through consistent high-quality delivery
• Scope, price, and propose advisory engagements
• Play a key role in market-facing business development including support in opportunity origination, proposal development, responding to RFP’s and client relationship building at both the PE sponsor and portfolio company level
• Play a central role in the ongoing development and growth of the CFO Technology Practice in the UK and Europe

You Have

• A minimum of 7 years of experience in technology and digital related roles. Consulting experience is a must have
• Extensive experience advising and/or delivering technology for private equity backed businesses
• Strong and diverse experience across the finance function and related processes, including demonstrated knowledge on how the finance function operates, not just the systems that support it
• Technology solution architecture experience specifically defining finance systems architecture from scratch and explaining the implications of existing architecture to both technical and management audiences alike
• Breadth of exposure across multiple finance and business technologies (e.g., ERP, CRM, EPM, BI, automation tooling). Breadth of experience is preferred versus single-system depth
• Experience overseeing complex transformation or technology programmes within the finance function
• Experience managing multi-disciplinary teams to deliver high quality project outcomes
• A credible and current point of view on AI and automation in the finance function

Preferred

• Hands-on experience evaluating, designing or implementing AI and automation tooling in a finance / OCFO context
• Hands-on experience working with finance systems and software implementation partners
• Exposure to technology and digital topics in a transaction setting e.g., separation and carve-out planning, disentanglement under TSA scenarios, Day 1 readiness etc.
• Experience working directly with PE operating partners and portfolio company CFOs

You Are

• Able to comfortably operate at the pace and intensity that is associated with PE backed businesses including managing high urgency requests, compressed timescales and a push for tangible results
• Able to produce written deliverables to a standard that is expected of PE operating partners and portfolio company management teams. This would include board packs, diagnostic outputs, strategic recommendations
• Comfortable and confident in navigating senior stakeholders with credibility
• Able to move fluidly between strategic and operational levels of detail
• Able to bring clarity to ambiguous situations
• Someone who is comfortable working in small teams with high levels of autonomy and accountability

Location and working arrangement:

• London-based, hybrid with preference for in-office or client-site
• Regular and extensive travel across Europe to work with clients in the relevant jurisdictions

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

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

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