Full-Time
Vice President
Confirmed live in the last 24 hours
Accordion
501-1,000 employees
Financial consulting and portfolio operations technology
Compensation Overview
$204k - $210kAnnually
Senior, Expert
Santa Monica, CA, USA
This role entails hybrid work, with time split between working in our Santa Monica, CA office and flexibility to telecommute from another U.S. location.
You match the following Accordion's candidate preferences
Employers are more likely to interview you if you match these preferences:
- Master’s degree (US or foreign equivalent) in Business, Finance, Economics or a related field plus four (4) years of experience in the job offered or in a related role or Bachelor’s degree (US or foreign equivalent) in Business, Finance, Economics or a related field plus six (6) years of experience in the job offered or in a related role.
- Experience with building dynamic dashboards to track Key Performance Indicators (KPIs).
- Experience with budgeting and forecasting.
- Experience with producing data-driven models to aid companies with predicting cash flow needs, optimizing the management of receivables, payables, inventory, and short / long term debt.
- Experience with creating and running financial models in excel for company budgeting, working capital / cash flow analysis, and long-range strategic and financial planning.
- Experience with producing strategic financial plans to guide client organizations’ growth over multi-year horizon.
- Experience with utilizing advanced Excel techniques including Pivot Tables and Power Query to automate data collection, processing, and presentation.
- Experience with creating and utilizing data presentation / formatting techniques to visualize complex financial data effectively, highlight key trends and variances, and ensure clear and impactful presentation and easy interpretation.
- Develop financial and analytic models to drive operational and transactional insights.
- Conduct financial and business due diligence to assist with various investment and growth decisions.
- Perform detailed analysis and synthesize actionable insights from data sets and unstructured information sources.
- Develop and deliver reports and presentations that enhance key stakeholders’ understanding of business trends and drivers.
- Lead consultant teach-ins and other training exercises.
- Provide leadership support on client engagements including managing work streams to agreed timelines, performing quality control of client deliverables and leading the presentation of deliverables.
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. Accordion's consultants collaborate closely with management teams to improve the finance function, ensuring that projects are executed flawlessly. Unlike other consulting firms, Accordion focuses solely on the needs of the CFO's office within private equity, allowing them to tailor their services and technology to this niche market. The company's goal is to drive value creation for private equity firms through effective consulting and innovative technology.
Company Size
501-1,000
Company Stage
Pre-seed
Total Funding
$25K
Headquarters
New York City, New York
Founded
2009
Simplify's Take
What believers are saying
- Accordion's acquisition of Merilytics enhances its data and analytics capabilities.
- Strategic growth investment from Charlesbank and Motive Partners accelerates Accordion's expansion.
- Increased demand for digital transformation in private equity aligns with Accordion's services.
What critics are saying
- Accordion faces increased competition from other fintech consulting firms.
- Rapid technological changes may challenge Accordion's integration capabilities.
- Accordion's reliance on private equity clients makes it vulnerable to market downturns.
What makes Accordion unique
- Accordion focuses exclusively on the Office of the CFO for private equity firms.
- Maestro platform institutionalizes private equity value creation, unique in the consulting space.
- Accordion combines financial consulting with technology enablement, offering a comprehensive service suite.
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Benefits
Hybrid Work Options
Flexible Work Hours
Company News
Intapp (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals in advisory, legal, and capital markets firms, today announced that private equity-focused financial and technology consulting firm Accordion has selected Intapp DealCloud as its relationship management platform.
Mark Copeland recently joined New York-based Accordion Partners as chief commercial officer, a newly created position for the firm.
Accordion, the private equity-focused financial and technology consulting firm, today announced it has signed a definitive agreement to acquire Merily
NEW YORK--(BUSINESS WIRE)--Accordion, a private equity-focused financial and technology consulting firm, announced that it has received a majority growth investment from Charlesbank Capital Partners (“Charlesbank”), a middle-market private investment firm, and Motive Partners (“Motive”), a specialist private equity firm focused on financial technology. Nick Leopard, Founder and CEO, and the Accordion team will remain major shareholders alongside Charlesbank and Motive. The growth investment is intended to serve as an accelerant for Accordion’s continued expansion as the premier consulting firm and digital enablement partner for PE-backed CFOs. Founded in 2009, Accordion focuses exclusively on the Office of the CFO, primarily at private equity-backed companies. Throughout its history, the firm has experienced rapid and sustained organic growth, which accelerated following FFL Partners’ minority investment in 2018. Accordion consultants now work alongside more than 200 leading fund sponsors and their portfolio management teams at every stage of the investment lifecycle. Accordion has also successfully completed three highly strategic acquisitions: financial restructuring and operational turnaround firm Mackinac Partners, which enhanced Accordion’s Turnaround & Restructuring practice, and technology consultancies ABACI and Platform Specialists, which focus on Enterprise Resourcing Planning (ERP) and Enterprise Performance Management (EPM) and have extended Accordion’s CFO Tech service offering. The combination of these acquisitions and Accordion’s existing expertise offers private equity CFOs a single go-to partner for the full suite of their financial and technology-related needs. The firm has grown its geographic footprint to a total of 10 offices including its headquarters in New York and locations in Atlanta, Boston, Charlotte, Chicago, Dallas, Detroit, Los Angeles, San Francisco, and South Florida
Accordion, a private equity-focused financial and technology consulting firm, announced today that it has acquired ABACI, an Enterprise Resourcing Planning (ERP) and Enterprise Performance Management (EPM) consultancy specializing in NetSuite and Adaptive Planning. The ability for the finance function to digitize is critical to enterprise-wide scaling efforts. Digitization is equally essential for driving operational efficiencies in any economic climate, but particularly in an uncertain market wherein real-time data visibility is paramount for effective forecasting and sustained corporate performance. The acquisition of ABACI, which follows the recent acquisition of Enterprise Performance Management (EPM) consulting firm Platform Specialists, will make Accordion the unrivaled digital-enablement partner for PE-backed CFOs. The combination of these acquisitions, alongside Accordion’s already-substantive tech advisory and enablement practice, will enable the firm to provide its private equity sponsor and portfolio clients with a singular partner for the full suite of people, process, and CFO technology-related services. Critically, Accordion’s broader expertise in the Office of the CFO will provide clients with essential guidance around what ‘tech-stack’ levers are required, and when and how best to pull those levers, in the context of the broader value creation and operational optimization strategies of the finance team and the organization it serves