SaaS Strategic Finance, Director

Responsibilities

• As a Director on a lean, cross-functional team, you will work collaboratively with a diverse set of colleagues with backgrounds in private equity, investment banking, FP&A, Big 4, and financial controllership, to identify and rectify issues across a broad range of scenarios.
• The following representative engagements are emblematic of the type of work you will do as a Director at Accordion.
• A SaaS company undergoing an ownership transition needs additional visibility into company-wide financial and operational performance. You are brought in to:
• 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
• Work with the CFO, PE sponsor, and operating team to understand SaaS business drivers, verify KPI definitions (ARR, churn, retention), and establish a single source of truth via monthly reporting packages
• 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
• A software company that scaled through acquisitions requires a planning process, improved forecasting tools, and more insightful analytics to guide decision making. You are brought in to:
• Complete a deep dive assessment to identify gaps in the existing budgeting and forecasting processes
• 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
• Leverage PowerPivot to structure and analyze data within Excel, delivering user-friendly reporting for the CFO and FP&A team, while identifying opportunities to transition manual processes into scalable systems and tools (e.g., BI, CPM)
• You will:
• Provide project leadership and execute on client engagements, including directing and overseeing teams of consultants, managing work streams to agreed timelines, performing quality control of client deliverables, and leading the presentation of deliverables
• 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
• 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
• Actively participate in business development efforts focused on SaaS and software companies, positioning the firm's full range of capabilities and leveraging existing relationships to originate and expand opportunities with CFOs, finance leaders, and PE sponsors
• 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
• Act as relationship manager, responsible for addressin

Benefits

Additional Information

Company Overview We are the better way to work in finance. As private equity's value creation partner, we sit at the heart of PE-where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value-supporting the office of the CFO to drive end-to-end value creation. 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. Backed by premier private equity firms and headquartered in New York with 11 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark. Practice Overview Accordion's Strategic Finance Practice helps Finance teams build capabilities to enhance performance visibility, planning activities, data analytics, and business partnering to enable and accelerate value creation. By combining extensive operational FP&A experience, data and technology skills, and a proprietary engagement model, we develop and implement tools and processes and deliver solutions that meet the rigor and pace required in a Private Equity-backed 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. This position is not eligible for immigration sponsorship.

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