Accordion

SaaS Strategic Finance, Director

Chicago; Dallas; New York · Director

Sponsorship not specified$179k-$250kDetected 4 days ago

Data AnalysisCRMBusiness DevelopmentFinancial ModelingAccountingForecastingBudgetingExcelValuationFP&AERPCadenceLeadershipCommunicationPublic 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
Design and deliver management reporting for Software and SaaS businesses, providing clear visibility into ARR, bookings, and headcount, and comparing current and YTD performance against prior year results, forecasts, and budget targets
Build and refining models, metrics, tools, and methodologies, including ARR roll-forward and "snowball" analyses that explain movements
Partner with Accordion leadership team to develop industry specific marketing and thought leadership materials for Software & SaaS, collaborating with internal teams to articulate Accordion's solutions, differentiated value proposition, and relevant use cases for CFOs
Drive Accordion know-how and best practices in the execution of all client engagements
Work with the business development team to cultivate client relationships and drive marketing efforts for potential new engagements

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 working within Software or SaaS companies
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
Prior experience preparing reports, and presentations
ability to present data-driven insights in a clear, succinct, and comprehensive manner
Excellent interpersonal, leadership, and team management skills

Skills

Complete a deep dive assessment to identify gaps in the existing budgeting and forecasting processes
Mentor junior consultants and actively participate in career development
Travel to client site as needed

Compensation

$178,500 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 geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.
Lead 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

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.