Tech Stack

Description

You'll work with private equity-backed portfolio companies to drive finance transformation, including process improvements, technology enablement, and strategic roadmap development. Collaborate with client teams and Accordion colleagues to deliver hands-on, execution-oriented support.

Requirements

• Minimum 3+ 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 supporting transformational engagements and actively taking ownership over your workstream/project tasks and deliverables
• Knowledge and experience in any or all business processes including lead-to-cash, source-to-pay, record-to-report, FP&A, as well as other functions under the CFO purview
• A strong and up-to date knowledge of process best practices specifically related to the professionalization of the finance function
• Experience related to the design and implementation of strategies, processes and technology which increase effectiveness, reduce costs and improve enterprise value
• Experience enabling financial processes with finance automation and technology deployment
• Experience performing financial and operational assessments
• Experience working in a private equity environment or a fast-paced and acquisitive private company environment
• Strong Excel and PowerPoint skills
• Strong client service mindset
• Self-starter with a strong work ethic
• Strong team player
• Enjoys mentoring others and being mentored by others
• Leader at heart; desire to lead
• Excited to be part of a growing team
• Able to effectively communicate complex issues and solutions
• Passionate about delivering exceptional client service
• Full of entrepreneurial spirit and comfortable in a fluid, flat organization
• Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
• Comfortable managing your time on a complex project, while also actively contributing to firm internal and business development initiatives

Responsibilities

• Support finance function diagnostics: assessing an organization’s people, process and technology to come up with recommendations and a value-creation roadmap
• Design and execute process enhancements across lead-to-cash, source-to-pay, record-to-report and FP&A
• Collaborate on the design of future state operating platforms (organization structure, finance processes, technology stack)
• Develop implementation plans for initiatives on a strategic roadmap, supported by quantified benefits/value and qualitative substantiation
• Support execution of technology optimizations, drive process automation (within ERPs or leveraging bespoke technologies and AI)
• Support Transformation Directors in driving transformation programs governance to support multi-workstream engagements
• Support coordination of change management across multiple functions and workstreams
• Determine and measure the ROI of improvement initiatives, identifying risks and supporting mitigation strategies
• Bring financial expertise and leading practices to engagements
• Work in a multi-workstream transformation environment at a single client, while supporting internal firm initiatives and client proposals
• Interact and build relationships with client personnel and broader Accordion team members
• Assist in growing the firm taking active roles on business development activities – supporting creation of proposals and other BD activities
• Actively seek opportunities to support internal firm initiatives
• Travel to client site as needed