Tech Stack

Description

You will lead and execute client engagements for SaaS and software companies, directing teams to build budgets, forecasts, and reporting packages that drive performance visibility and value creation. You'll partner with CFOs and PE sponsors to identify gaps, design scalable tools, and mentor junior consultants.

Requirements

• Bachelor's degree in Finance, Accounting, or Economics; MBA is a plus
• Minimum 10 years of experience at a top tier private equity firm, investment bank, and/or consulting firm working within Software or SaaS companies
• Experience in FP&A department of an operating company and/or a track record of interacting with private equity funds and private equity-owned businesses is a plus
• Strong analytical and modeling skills with significant experience building complex financial models for analysis and forecasting
• High attention to detail and advanced quantitative skills, especially related 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
• Prior experience preparing reports and presentations; ability to present data-driven insights clearly
• Strong drive and motivation, adhering to highest professional standards
• Excellent interpersonal, leadership, and team management skills

Responsibilities

• 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 of project deliverables for Software and SaaS companies, including 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 refine 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
• Partner with Accordion leadership team to develop industry specific marketing and thought leadership materials for Software SaaS
• Act as relationship manager, responsible for addressing client and financial sponsor needs and associated communications throughout engagements
• Drive Accordion know-how and best practices in the execution of all client engagements
• Work with business development team to cultivate client relationships and drive marketing efforts
• Assess project needs and lead development of proposals and work plans for potential client engagements
• Help lead Practice development initiatives, including development of execution toolkits and resources
• Mentor junior consultants and actively participate in career development
• Travel to client site as needed