Accordion
Vice President
Boston; Chicago; Dallas; New York · Exec
Sponsorship not specified$153k-$210kDetected 4 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 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 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
- An ability to work collaboratively and independently in a team-oriented environment, understanding how to take initiative and seek guidance when needed in order to advance your projects
Skills
- Build analytical tools and create template reporting
Compensation
- $153,000 to $210,000 USD + benefits + bonus.
- Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, 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.
Company info
- Excited to be part of a growing team, with a focus on driving future growth
Equal opportunity
- Accordion is an Equal Opportunity Employer.
Visa & Work Authorization
- This position is not eligible for immigration sponsorship.
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