Director, Finance Transformation at Accordion

Dallas, Texas, United States

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Private Equity, Financial ServicesIndustries

Requirements

Minimum 8+ years of relevant professional experience working in a client serving role at a top-tier public accounting or financial advisory firm, and/or mix of client service and private industry experience at a senior level
Bachelor's degree in Accounting, Finance or related field. MBA is a plus
Proven experience successfully managing multiple projects at the same time, managing not only client/sponsor dynamics but internal team dynamics as well
A strong and up-to-date knowledge of strategic finance best practices specifically related to the professionalization of the finance function
Subject matter expert in financial business processes
Must be based in the Dallas office (hybrid role with flexibility to work remotely 2 days a week); ideal candidates should be local to Dallas
Position not eligible for immigration sponsorship

Responsibilities

Work closely with other team members to serve clients within the office of the CFO of private equity portfolio companies, in the areas of finance strategy and processes improvements
Conduct capability and maturity assessments
Design operating models
Develop technology optimization and roadmaps
Design and enhance processes across areas including order-to-cash, procure-to-pay, record-to-report and FP&A
Assess and recommend change management processes
Drive initiatives to increase effectiveness, reduce costs and improve profit/shareholder value
Develop and implement KPI dashboards and tracking tools
Bring deep financial expertise and strong experience leading practices to engagements
Manage multiple client engagements at the same time, ensure projects are on track, manage client expectations and perform course corrections when necessary
Interact and build relationships with C-level personnel at portfolio companies as well as representatives from Private Equity sponsors
Assist in growing the firm by identifying and driving business development activities
Identify and sponsor internal initiatives
Travel to client sites as needed

Skills

Key technologies and capabilities for this role

Finance TransformationPrivate EquityProcess OptimizationDigital TransformationProfitability ImprovementLiquidity EnhancementStrategic InsightsFinancial ReportingCFO Support

Questions & Answers

Common questions about this position

Is this role remote or office-based?

This position must be based in the Dallas office and is a hybrid role with flexibility to work remotely 2 days a week. Ideal candidates should be local to Dallas.

What are the key responsibilities in this role?

Responsibilities include capability and maturity assessments, operating model design, technology optimization, process enhancements in areas like order-to-cash and FP&A, change management, KPI dashboards, and managing multiple client engagements.

What is the company culture like at Accordion?

Accordion offers a high-growth, agile, and entrepreneurial environment with a culture rooted in collaboration and a firm-wide commitment to building something great together.

What salary or compensation does this position offer?

This information is not specified in the job description.

What makes a strong candidate for this Director role?

Strong candidates bring deep financial expertise, strong experience leading practices, and the ability to manage multiple client engagements while driving finance strategy, process improvements, and value creation for PE-backed companies. Being local to Dallas is ideal.

Accordion

Financial consulting for private equity

About Accordion

Accordion provides financial consulting services and technology solutions specifically for the private equity sector. Their main product, Maestro, is a technology platform that helps private equity firms standardize and enhance their value creation strategies. Accordion's consultants collaborate closely with management teams to improve the finance function, ensuring that projects are executed flawlessly. Unlike other consulting firms, Accordion focuses solely on the needs of the CFO's office within private equity, allowing them to offer specialized insights and practices. The company's goal is to drive value creation for their clients by combining expert consulting with effective technology solutions.

New York City, New YorkHeadquarters

2009Year Founded

$25KTotal Funding

PRE_SEEDCompany Stage

Consulting, Enterprise Software, Financial ServicesIndustries

501-1,000Employees

Benefits

Hybrid Work Options

Flexible Work Hours

Risks

Accordion faces increased competition from other fintech consulting firms.

Rapid technological changes may challenge Accordion's integration capabilities.

Accordion's reliance on private equity clients makes it vulnerable to market downturns.

Differentiation

Accordion focuses exclusively on the Office of the CFO for private equity firms.

Maestro platform institutionalizes private equity value creation, unique in the consulting space.

Accordion combines financial consulting with technology enablement, offering a comprehensive service suite.

Upsides

Accordion's acquisition of Merilytics enhances its data and analytics capabilities.

Strategic growth investment from Charlesbank and Motive Partners accelerates Accordion's expansion.

Increased demand for digital transformation in private equity aligns with Accordion's services.

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