SaaS Strategic Finance, Vice President

Responsibilities

• As a Vice President 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 Vice President 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 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 working with SaaS and Software companies
• 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 and motivation, adhering to the highest professional standards in working with clients and colleagues
• 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
• You Are:
• Excited to be part of a growing team, with a focus on driving future growth
• 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
• Passionate about delivering exceptional client service
• Knowledgeable about the r

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.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at accordion? Share your experience