Accordion
SaaS Strategic Finance, Vice President
Chicago; Dallas; New York · Exec
Sponsorship not specified$153k-$210kDetected 4 days ago
Data AnalysisCRMFinancial ModelingAccountingForecastingBudgetingExcelValuationFP&AERPCadenceLeadershipMentoringPublic Speaking
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 position can be based in our New York City, Dallas, or Chicago offices 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 across CRM, billing, and ERP systems, and design a structured process to aggregate relevant data sets that will serve as the foundation for ongoing SaaS reporting
- Develop a reporting cadence and repeatable processes that combine sound data flows and actionable SaaS KPIs to support monthly Board and management reporting packages
- Train the existing FP&A team to run and own reporting, ARR analysis, and forecast tools
- Lead a comprehensive budgeting in partnership with Finance, FP&A, sales, operations, and senior leadership teams
- Build a cash flow forecasts, coordinating with relevant teams to reflect cash from new bookings, renewal, and other drivers of liquidity
- Proven ability to leverage Excel and other tools (e.g. PowerBI) to manage, simplify, analyze, and present large and complex datasets
- Strong drive and motivation, adhering to the highest professional standards in working with clients and colleagues
- We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
Requirements
- You are brought in to:
- Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)
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 working with SaaS and Software companies
- 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
- Complete a deep dive assessment to identify gaps in the existing budgeting and forecasting processes
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.
- Prepared to assist with the build out and execution project deliverables for Software and SaaS companies, including the development of bottoms up annual budgets and forecasts driven by core operating levers and metrics such as ARR, bookings, retention, and headcount
Benefits
- Full of entrepreneurial spirit and comfortable in a fluid, flat organization
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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This listing is sourced directly from Accordion's careers page and normalized into a canonical job model.