Accordion

Director

Boston; Chicago; Dallas; New York · Director

Sponsorship not specified$189k-$250kDetected 5 days ago

Data AnalysisFinancial ModelingFinancial AnalysisAccountingForecastingBudgetingExcelValuationFP&AERPCadenceLeadershipMentoringPublic SpeakingFinancial Reporting

About the role

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.
This role can be based in our Boston, Chicago, Dallas or New York City office locations and is a hybrid role with the flexibility to work remotely 2 days a week.
Ideal candidates should be local to the desired location.

Responsibilities

Determine data availability and reliability and design a structured process to aggregate relevant data sets that will serve as the foundation of all future reporting
Develop a reporting cadence and automated processes that combine sound data flows and insightful KPIs to generate monthly Board and management reporting packages
Train the existing FP&A team to run and own process flows and forecast analysis tools
Build out and maintain 13-week cash flow forecasts by coordinating with the relevant departments within the company
despite back-end complexity, deliver reports that remain user friendly for the CFO, FP&A team, and other relevant stakeholders
Following the acquisition of three stand-alone businesses, a PE sponsor has identified the need to consolidate operations and establish a singular finance function that will own budgeting, financial reporting, bank reporting, and new CFO onboarding, in order to realize the synergies identified in their investment thesis.
Design a singular finance function that can serve all three businesses
Leverage PowerQuery and PowerPivot for structuring, analyzing, and modeling data within Excel; despite back-end complexity, deliver reports that remain user friendly for the CFO, FP&A team, and other relevant stakeholders
Design a singular finance function that can serve all three businesses; including headcount, budget, and specific roles and responsibilities for each member of the team
Assist in developing highly detailed, week-by-week training plans for each team member

Requirements

You are brought in to:

Nice to have

Bachelor's degree in Finance, Accounting, or Economics
Minimum 10 years of experience at a top tier private equity firm, investment bank, and/or consulting firm
Experience in the FP&A department of an operating company and/or a track record of interacting with private equity funds and private equity-owned businesses is a plus
High attention to detail and advanced quantitative skills, especially as it relates to financial modeling and corporate valuation
Transactional finance experience, as well as an understanding of operational finance
Prior experience preparing reports, presentations, and memos
ability to present data-driven insights in a clear, succinct, and comprehensive manner
Excellent interpersonal, leadership, and team management skills

Skills

Build analytical tools and create template reporting

Compensation

$189,000 to $250,000 USD + benefits + bonus.
Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, education, certifications, cost of labor and internal equity.

Benefits

A higher education enterprise that scaled up through a series of acquisitions requires a budget plan, better forecasting tools, and insightful analytics to guide decision-making.

Equal opportunity

Accordion is an Equal Opportunity Employer.

Visa & Work Authorization

This position is not eligible for immigration sponsorship.

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This listing is sourced directly from Accordion's careers page and normalized into a canonical job model.