Associate

As an Associate on a lean, cross-functional team, you will work collaboratively with a diverse set of colleagues with backgrounds in private equity, investment banking, FP&A, Big 4, and financial controllership, to identify and rectify issues across a broad range of scenarios. The following representative engagements are emblematic of the type of work you will do as an Associate at Accordion.

A financial services company recently emerged from bankruptcy and underwent changes in ownership. They need additional visibility into company-wide financial and operational performance. You are brought in to: Determine data availability and reliability and design a structured process to aggregate relevant data sets that will serve as the foundation of all future reporting Work with the CFO, PE sponsor, and operating team to understand business drivers, verify KPIs, and establish a single source of numerical truth via monthly reporting packages Develop a reporting cadence and automated processes that combine sound data flows and insightful KPIs to generate monthly Board and management reporting packages Train the existing FP&A team to run and own process flows and forecast analysis tools

Determine data availability and reliability and design a structured process to aggregate relevant data sets that will serve as the foundation of all future reporting

Work with the CFO, PE sponsor, and operating team to understand business drivers, verify KPIs, and establish a single source of numerical truth via monthly reporting packages

Develop a reporting cadence and automated processes that combine sound data flows and insightful KPIs to generate monthly Board and management reporting packages

Train the existing FP&A team to run and own process flows and forecast analysis tools

A higher education enterprise that scaled up through a series of acquisitions requires a budget plan, better forecasting tools, and insightful analytics to guide decision-making. You are brought in to: Complete a diagnostic deep dive to identify anecdotes, root causes, and key corrective themes in the existing budgeting and forecasting processes Quarterback a comprehensive budget plan and process in partnership with FP&A, sales, operations, and senior leadership teams Build out and maintain 13-week cash flow forecasts by coordinating with the relevant departments within the company Leverage PowerQuery and PowerPivot for structuring, analyzing, and modeling data within Excel; despite back-end complexity, deliver reports that remain user friendly for the CFO, FP&A team, and other relevant stakeholders

Complete a diagnostic deep dive to identify anecdotes, root causes, and key corrective themes in the existing budgeting and forecasting processes

Quarterback a comprehensive budget plan and process in partnership with FP&A, sales, operations, and senior leadership teams

Build out and maintain 13-week cash flow forecasts by coordinating with the relevant departments within the company

Leverage PowerQuery and PowerPivot for structuring, analyzing, and modeling data within Excel; despite back-end complexity, deliver reports that remain user friendly for the CFO, FP&A team, and other relevant stakeholders

Following the acquisition of three stand-alone businesses, a PE sponsor has identified the need to consolidate operations and establish a singular finance function that will own budgeting, financial reporting, bank reporting, and new CFO onboarding, in order to realize the synergies identified in their investment thesis. Get ready to: Design a singular finance function that can serve all three businesses; including headcount, budget, and specific roles and responsibilities for each member of the team Assist in developing highly detailed, week-by-week training plans for each team member Select and implement a robust ERP solution which meets the needs of the newly combined business Build analytical tools and create template reporting

Design a singular finance function that can serve all three businesses; including headcount, budget, and specific roles and responsibilities for each member of the team

Assist in developing highly detailed, week-by-week training plans for each team member

Select and implement a robust ERP solution which meets the needs of the newly combined business

Build analytical tools and create template reporting

Bachelor's degree in Finance, Accounting, or Economics; MBA is a plus

Minimum 3 years of experience at a top tier private equity firm, investment bank, and/or consulting firm

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

Transactional finance experience, as well as an understanding of operational finance

Prior experience preparing reports, presentations, and memos; 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

An ability to work collaboratively and independently in a team-oriented environment, understanding how to take initiative and seek guidance when needed in order to advance your projects

Excited to be part of a growing team, with a focus on driving future growth

Passionate about delivering exceptional client service

Knowledgeable about the relationship between private equity sponsors and their portfolio companies, particularly within the office of the CFO

Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture

Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)

A self-starter with a strong work ethic

Full of entrepreneurial spirit and comfortable in a fluid, flat organization

Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary

A team player, able to work with team members across all levels

Someone who enjoys mentoring others and doing meaningful work

A leader of others; you lead by example

The annual salary for this role ranges from: $112,500 to $160,000 + benefits + bonus.

Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.

Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical​​​ condition, pregnancy, genetic information, gender, sexual orientation, gender identity or ​expression, veteran status, or any other status protected under federal, state, or local law.

Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

#LI-VL1