Company Overview

There’s a better way to work in finance—and more specifically, a better way to unlock value potential in private equity-backed portfolio companies. Working at the intersection of sponsors and management teams across every stage of the investment lifecycle, our team provides hands-on, execution-oriented support to elevate the office of the CFO.

So, what does it mean to work at Accordion? It means joining 1,000+ finance & technology experts in a high-growth, agile, and entrepreneurial environment while changing the way portfolio companies drive value. It also means making your mark on Accordion’s future—by embracing a culture rooted in collaboration and a firm-wide commitment to building something great, together.

Accordion is headquartered in New York City with 10 offices around the globe. Join us!

Transformation: Finance Transformation

With the increase in complexity of the business environment and transactions, CFOs of private equity backed companies are increasingly being looked towards to drive strategic insights for their business. Finance organizations are no longer simply result reporters, but rather, they couple these results with forward looking data to provide strategic insights which are leveraged to make business decisions. Efficiency of process and meaningful control environments allows for speed of financial reporting with increasingly accurate measures, leaving more time for the finance team to add future enterprise value, rather than look backwards.

Accordion’s Transformation Practice is comprised of a dedicated team providing strategic advice to support PE backed portfolio companies on a wide range of transactions and events, including profitability improvements, finance process optimization, liquidity enhancements and digital transformation transaction. We are doers and problem solvers – making sense of complexity and bolstering sponsors’ value creation thesis’s.

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.

What You’ll Do:

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:

Capability and Maturity assessments
Operating Model Design
Technology Optimization and Roadmaps
Design and Process Enhancement 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
Bring deep financial expertise and strong experience leading practices to engagements
Manage multiple client engagements at the same time, ensure projects are on track, manage client expectations and perform course corrections when necessary
Interact and build relationships with C-level personnel at portfolio company as well as representatives from Private Equity sponsors
Assist in growing the firm by identifying and driving business development activities
Identify and sponsor internal initiatives
Travel to client site as needed

Ideally, You Have:

Minimum 8+ 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 managing multiple projects at the same time, managing not only client/sponsor dynamics but internal team dynamics as well
A strong and up-to date knowledge of strategic finance best practices specifically 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, 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 designing and enhancing financial processes including Finance Automation and Technology deployment
Experience performing financial and operational assessments
Experience driving strategic finance transformations
Experience working with Private Equity, with an understanding of the unique requirements of the Private Equity consulting environment
Strong Excel and PowerPoint skills
Strong client service mindset

Ideally, You Are:

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

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.

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Applicant privacy notice

This notice serves to inform you that personal data about you has been collected by Accordion Partners UK Limited (“Accordion”), which is located at 1 Sherwood St, Suite 2.07, London W1F 7BL, United Kingdom and can be contacted by emailing privacy@accordion.com, because Accordion wishes to evaluate your candidacy for employment at Accordion. Your personal data was either obtained directly from you, from publicly available sources (e.g. LinkedIn) or provided to Accordion by someone who referred you for potential employment. Accordion and its parent company Accordion Partners LLC, based in New York, USA are joint controllers of your personal data and Accordion’s.

The types of personal data that Accordion has about you

In connection with your application for work with us, we will collect, store, and use the information you have provided to us in your CV and covering letter; the information you have provided on your application form, including name, title, address, telephone number, personal email address, date of birth, employment history, qualifications; and any information you provide to us during an interview. We may also collect, store and use the following "special categories" of more sensitive personal data, including information about your race or ethnicity, health and disability status, religious beliefs, sexual orientation and political opinions.

How Accordion will use your personal data

Your personal data will be processed for the purposes of managing Accordion’s recruitment related activities, which include setting up and conducting interviews and tests for applicants, evaluating and assessing the results thereto, and as is otherwise needed in the recruitment and hiring processes. Our lawful basis for using your information in this way under Art. 6(1)(f) of Regulation (EU) 2016/679 (General Data Protection Regulation) as necessary for the purposes of the legitimate interests pursued by Accordion, which are the solicitation, evaluation, and selection of applicants for employment. We will use information about your health and disability status to consider whether we need to provide appropriate adjustments during the recruitment process, for example whether adjustments need to be made. We will use information about your race or national or ethnic origin, religious, philosophical or moral beliefs, or your sexual life or sexual orientation, to ensure meaningful equal opportunity monitoring and reporting. Candidates are entirely free to decide whether or not to provide such information and your application will not be affected either way.

If you fail to provide personal data

If you fail to provide information when requested that is necessary for us to consider your application (such as evidence of qualifications or work history), we will not be able to process your application successfully.

Who Accordion shares your personal data with

Your personal data has been shared with Greenhouse Software, Inc., a cloud services provider located in the United States of America and engaged by Accordion to help manage its recruitment and hiring process on Accordion’s behalf. Your personal data may also be shared with other Accordion group companies, service providers, professional advisors, regulatory bodies, courts or government departments and agencies, where their use is consistent with the purposes set out in this privacy policy or as required by law. Accordingly, if you are located outside of the United States, your personal data will be transferred outside of the UK or the European Economic Area, including to the United States and India, and in particular to Accordion Partners LLC, and its subsidiaries, along with Accordion Partners India PVT LTD. Because the European Union Commission has determined that United States and India’s data privacy laws do not ensure an adequate level of protection for personal data collected from EU data subjects, the transfer will be subject to appropriate additional safeguards under either the standard contractual clauses or another recognised safeguard such as the Data Privacy Framework. For more information on how we safeguard your personal data please contact privacy@accordion.com.

How long Accordion keeps your personal data

Successful applicants: If your application for employment or engagement is successful, personal data gathered during the recruitment process will be transferred to our HR management system and retained during your employment in accordance with our staff privacy policy. Your information will remain in Greenhouse for up to four years.

Unsuccessful applicants: If your application for employment or engagement is unsuccessful, we will hold your data on file for 6 months after the end of the relevant recruitment process in order to enable Accordion to comply with any legal obligations or for the exercise or defence of legal claims (subject to any applicable legal or regulatory obligations to retain such information for a longer period).

It is likely that we will wish to retain your data for a further period of 6 months (from the end of the initial 6 months after the end of the recruitment process) on the basis that a further opportunity may arise in the future and we may wish to consider you for that. If you do not want us to keep your data for this purpose, please let us know by contacting us at privacy@accordion.com . At the end of that period (or if you withdraw your consent prior to this) we will securely destroy your personal data in accordance with applicable laws and regulations.

In the event that any court actions or other legal proceedings are pending or impending, personal data will be deleted after termination of the court action or legal proceeding as appropriate.

Automated decision-making

You will not be subject to decisions that will have a significant impact on you based solely on automated decision-making.

Your rights

Under the GDPR, you have rights relating to your personal data in certain circumstances. These are the right to request access to your personal data, to request that your personal data be rectified or erased, and to request that processing of your personal data be restricted or to object to the processing. You also have the right to data portability and to withdraw your consent if that is the lawful basis being relied upon to process your personal data. In addition, you may lodge a complaint with an EU supervisory authority (list here). The UK supervisory authority is the Information Commissioner (here).

Further Information

If you require any further clarification regarding this privacy notice, please contact privacy@accordion.com or using the contact details provided to you as part of your application.

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