Director, Transformation - Working Capital

Accordion • New York, NY

157d • $190,000 - $210,000

About The Position

Accordion is a finance and technology firm that focuses on unlocking value potential in private equity-backed portfolio companies. The company provides hands-on, execution-oriented support to elevate the office of the CFO, working at the intersection of sponsors and management teams across every stage of the investment lifecycle. The Transformation Practice at Accordion offers strategic advice to support PE-backed portfolio companies on various transactions and events, including profitability improvements, finance process optimization, liquidity enhancements, and digital transformation. This position is hybrid, requiring candidates to be local to the office locations with opportunities for remote work 2-3 days per week.

Requirements

• Minimum 8+ years of relevant professional experience in a client-serving role at a top-tier public accounting or financial advisory firm, and/or a 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 managing multiple projects simultaneously and handling client/sponsor dynamics.
• Strong knowledge of strategic finance best practices related to the professionalization of the finance function.
• Subject matter expert in financial business processes including order-to-cash, procure-to-pay, record-to-report, FP&A.
• Extensive expertise in designing and implementing strategies, processes, and technology to increase effectiveness and reduce costs.
• Experience in financial and operational assessments and driving strategic finance transformations.
• Experience working with Private Equity and understanding the unique requirements of the Private Equity consulting environment.
• Strong Excel and PowerPoint skills.
• Strong client service mindset.

Nice To Haves

• Excited to be part of a growing team focused on driving future growth.
• Passionate about delivering exceptional client service.
• Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies.
• Willing to manage details of a project while seeing the whole picture.
• Self-starter with a strong work ethic.
• Full of entrepreneurial spirit and comfortable in a fluid, flat organization.
• Able to communicate complex issues and solutions effectively.
• A team player who enjoys mentoring others.

Responsibilities

• Work closely with team members to serve clients within the office of the CFO of private equity portfolio companies.
• Conduct capability and maturity assessments.
• Design operating models and technology optimization roadmaps.
• Enhance processes across areas including order-to-cash, procure-to-pay, record-to-report, and FP&A.
• Assess and recommend change management processes.
• Drive initiatives to increase effectiveness, reduce costs, and improve profit/shareholder value.
• Develop and implement KPI dashboards and tracking tools.
• Manage multiple client engagements, ensuring projects are on track and managing client expectations.
• Interact and build relationships with C-level personnel at portfolio companies and representatives from Private Equity sponsors.
• Assist in growing the firm by identifying and driving business development activities.
• Identify and sponsor internal initiatives.

Benefits

• Salary range of $190,000 to $210,000 plus benefits and bonus.
• Equal Opportunity Employer committed to diversity and inclusion.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree