Full-Time

Director

Confirmed live in the last 24 hours

Accordion

Accordion

501-1,000 employees

Financial consulting and portfolio operations technology

Consulting
Financial Services

Compensation Overview

$190k - $210kAnnually

+ Bonus

Senior

Dallas, TX, USA

Hybrid role with flexibility to work remotely 2 days a week.

Category
Corporate Finance
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
PowerPoint/Keynote/Slides
Requirements
  • Minimum 8+ 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 managing multiple projects at the same time, managing not only client/sponsor dynamics but internal team dynamics as well
  • A strong and up-to date knowledge of strategic finance best practices specifically related to the professionalization of the finance function
  • 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 designing and enhancing financial processes including Finance Automation and Technology deployment
  • Experience performing financial and operational assessments
  • Experience driving strategic finance transformations
  • Experience working with Private Equity, with an understanding of the unique requirements of the Private Equity consulting environment
  • Strong Excel and PowerPoint skills
  • Strong client service mindset
Responsibilities
  • 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: Capability and Maturity assessments, Operating Model Design, Technology Optimization and Roadmaps, Design and Process Enhancement across areas including order-to-cash, procure-to-pay, record-to-report and FP&A, Assess and recommend change management processes, Drive initiatives to increase effectiveness, reduce costs and improve profit/shareholder value, Develop and implement KPI dashboards and tracking tools, Bring deep financial expertise and strong experience leading practices to engagements, Manage multiple client engagements at the same time, ensure projects are on track, manage client expectations and perform course corrections when necessary, Interact and build relationships with C-level personnel at portfolio company as well as representatives from Private Equity sponsors, Assist in growing the firm by identifying and driving business development activities, Identify and sponsor internal initiatives, Travel to client site as needed

Accordion provides financial consulting services and technology solutions specifically for the private equity sector. Their main product, Maestro, is a technology platform that helps private equity firms standardize and enhance their value creation strategies. This platform is designed to support the entire finance function within a private equity firm, ensuring that initiatives are executed flawlessly. Unlike other consulting firms, Accordion focuses exclusively on the Office of the CFO, allowing them to tailor their services to the unique needs of private equity sponsors. Their goal is to drive value creation and improve operational efficiency within the private equity community.

Company Stage

Pre-seed

Total Funding

$25K

Headquarters

New York City, New York

Founded

2009

Simplify Jobs

Simplify's Take

What believers are saying

  • Accordion's recent growth investment from Charlesbank Capital Partners and Motive Partners positions the firm for accelerated expansion and innovation.
  • The acquisition of specialized firms like Mackinac Partners and Platform Specialists broadens Accordion's expertise, offering employees diverse opportunities for professional growth.
  • The firm's exclusive focus on private equity-backed companies ensures a steady stream of high-profile, impactful projects.

What critics are saying

  • The niche focus on private equity-backed companies may limit Accordion's market reach and client base.
  • Rapid expansion and multiple acquisitions could lead to integration challenges and potential cultural misalignment.

What makes Accordion unique

  • Accordion is the only firm exclusively focused on the Office of the CFO within the private equity sector, providing specialized financial consulting and portfolio operations technology.
  • Their proprietary platform, Maestro, institutionalizes value creation for private equity firms, setting them apart from traditional consulting firms.
  • Strategic acquisitions like Merilytics and ABACI enhance Accordion's comprehensive service offerings, making them a one-stop solution for PE-backed CFOs.

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