SaaS Strategic Finance, Director

Accordion•Chicago, IL

6d•Hybrid

About The Position

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 1,400+ finance & technology experts in a supportive, collaborative environment. Backed by premier private equity firms and headquartered in New York with 10 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.

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
Strong analytical and modeling skills with significant experience building complex financial models for analysis and forecasting, with ability to summarize key data into executive dashboards
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
Prior experience preparing reports, and presentations; 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
Excellent interpersonal, leadership, and team management skills

Nice To Haves

Experience in the 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

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 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
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 refining 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 to originate and expand opportunities with CFOs, finance leaders, and PE sponsors
Partner with Accordion leadership team to develop industry specific marketing and thought leadership materials for Software & SaaS, collaborating with internal teams to articulate Accordion’s solutions, differentiated value proposition, and relevant use cases for CFOs
Act as relationship manager, responsible for addressing client and financial sponsor needs and associated communications throughout the course of engagements
Drive Accordion know-how and best practices in the execution of all client engagements
Work with the business development team to cultivate client relationships and drive marketing efforts for potential new engagements
Assess project needs and lead the development of proposals and work plans for potential client engagements
Help lead Practice development initiatives, including development of execution toolkits and resources for key service areas, as well as the build-out and ongoing maintenance of Accordion’s consulting knowledge hub
Mentor junior consultants and actively participate in career development
Travel to client site as needed