Vice President (Manager), Finance Transformation

Accordion•San Francisco, CA

3d•$144,500 - $200,000•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 1,600+ 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. Transformation: Finance Transformation With the increase in complexity of the business environment and transactions, CFOs of private equity backed companies are increasingly looking to drive strategic insights for their business. Finance organizations are no longer simply result reporters, but rather, they are responsible for analyzing results to provide the strategic insights that inform business decisions. Process efficiencies and meaningful control environments accelerate financial reporting with increasingly accurate measures, leaving more time for the finance team to add future enterprise value. Accordion’s Finance Transformation Practice is comprised of a dedicated team providing strategic advisory and hands-on execution expertise to support PE-backed portfolio companies on a wide range of post-transaction and transformational events, including profitability improvements, finance process optimization, liquidity enhancements, revenue cycle management and technology / AI enablement. We are doers and problem solvers – making sense of complexity and creating enterprise value for the portfolio company. This role can be based in any of our US office locations and is a hybrid role with the flexibility to work remotely 2 days a week, blending the best of both worlds for efficiency and collaboration. Ideal candidates should be local to the desired location. This position is not eligible for immigration sponsorship.

Requirements

Minimum 5+ 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 successfully leading workstreams, managing not only client dynamics but internal team dynamics as well
A strong and up-to date knowledge of finance best practices specifically related to the professionalization of the finance function
Generalist across, or subject matter expert in, financial business processes including order-to-cash, procure-to-pay, record-to-report, FP&A, as well as other functions under the CFO purview
Extensive expertise related to the design and implementation of strategies, processes and technology which increase effectiveness, reduce costs and improve profit/shareholder value
Experience enabling financial processes with finance automation and technology deployment
Experience performing financial function assessments
Experience supporting strategic finance transformations
Experience working in a private equity environment, with an understanding of the unique requirements of the private equity consulting environment
Strong Excel and PowerPoint skills
Strong client service mindset

Nice To Haves

A self-starter with a strong work ethic
A strong team player, able to work with team members across all levels
Someone who enjoys mentoring others and being mentored by others
Excited to be part of a growing team, with a focus on driving future growth
Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
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 a workstream and managing risks, progress and dependencies with other teams/workstream, as well as executing tactical tasks within your workstream (you are managing and doing).

Responsibilities

Work closely with other team members to serve clients within the office of the CFO of private equity portfolio companies, in the areas of finance strategy and processes improvements such as:
Conduct and support finance function diagnostics: assessing an organization’s people, process and technology to come up with recommendations and a value-creation roadmap
Design and support process enhancements across the any of the following process areas: lead-to-cash, source-to-pay, record-to-report and FP&A
Design 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 plans to optimize technology, drive process automation (within ERPs or leveraging bespoke technologies and AI)
Support Transformation Directors in driving transformation program governance over multi-workstream engagements
Support the coordination of change management across multiple functions and workstreams
Determine and measure the ROI of improvement initiatives, identifying risks to delivery and working with client and internal teams to develop mitigation strategies
Bring financial expertise and leading practices to engagements
Manage transformation workstreams at a single client – under the guidance of Accordion Managing Directors, Senior Directors and/or Directors
Manage junior resources (Associates, or Analysts)
Interact and build relationships with all levels of client stakeholders at portfolio companies as well as representatives from Private Equity sponsors
Assist in growing the firm by supporting business development activities – developing proposals in collaboration with multiple practice teams
Support internal firm initiatives to enhance our ability to serve clients and continually improve our internal capabilities
Travel to client site as needed