Accordion
Senior Director
Boston; Chicago; Dallas; New York · Director
Sponsorship not specified$234k-$280kDetected 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 15 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
- $234,000 to $280,000 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.