A financial services company recently emerged from bankruptcy and underwent changes in ownership. They need additional visibility into company-wide financial and operational performance. You are brought in to:
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
Work with the CFO, PE sponsor, and operating team to understand business drivers, verify KPIs, and establish a single source of numerical truth via monthly reporting packages
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
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. You are brought in to:
Complete a diagnostic deep dive to identify anecdotes, root causes, and key corrective themes in the existing budgeting and forecasting processes
Quarterback a comprehensive budget plan and process in partnership with FP&A, sales, operations, and senior leadership teams
Build out and maintain 13-week cash flow forecasts by coordinating with the relevant departments within the company
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
Select and implement a robust ERP solution which meets the needs of the newly combined business
Build analytical tools and create template reporting
You Have:
Bachelor's degree in Finance, Accounting, or Economics; MBA is a plus
Minimum 6 years of experience at a top tier private equity firm, investment bank, and/or consulting firm
High attention to detail and advanced quantitative skills, especially as it relates to financial modeling and corporate valuation
Proven ability to leverage Excel and other tools (e.g. PowerBI) to manage, simplify, analyze, and present large and complex datasets
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
Strong drive
Benefits
Remote work optionsEquity / stock options
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 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.
This position is not eligible for immigration sponsorship.
Accordion · Boston