SaaS Strategic Finance, Vice President

Company Overview

We are the better way to work in finance. As private equitys value creation partner we sit at the heart of PEwhere sponsors and CFOs meet. Through financial consulting rooted in data technology and AI we help clients drive valuesupporting 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 1400 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

Accordions 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.

What Youll Do:

As a Vice President 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 a Vice President at Accordion.

• A SaaS company undergoing an ownership transition needs additional visibility into company-wide financial and operational performance. You are brought in to:
  • Determine data availability and reliability across CRM billing and ERP systems and design a structured process to aggregate relevant data sets that will serve as the foundation for ongoing SaaS reporting
  • Work with the CFO PE sponsor and operating team to understand SaaS business drivers verify KPI definitions (ARR churn retention) and establish a single source of truth via monthly reporting packages
  • Develop a reporting cadence and repeatable processes that combine sound data flows and actionable SaaS KPIs to support monthly Board and management reporting packages
  • Train the existing FP&A team to run and own reporting ARR analysis and forecast tools
• A software company that scaled through acquisitions requires a planning process improved forecasting tools and more insightful analytics to guide decision making. You are brought in to:
  • Complete a deep dive assessment to identify gaps in the existing budgeting and forecasting processes
  • Lead a comprehensive budgeting in partnership with Finance FP&A sales operations and senior leadership teams
  • Build a cash flow forecasts coordinating with relevant teams to reflect cash from new bookings renewal and other drivers of liquidity
  • Leverage PowerPivot to structure and analyze data within Excel delivering user-friendly reporting for the CFO and FP&A team while identifying opportunities to transition manual processes into scalable systems and tools (e.g. BI CPM)

You Have:

• Bachelors degree in Finance Accounting or Economics; MBA is a plus
• Minimum 6 years of experience at a top tier private equity firm investment bank and/or consulting firm working with SaaS andSoftware companies
• 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

You Are:

• Excited to be part of a growing team with a focus on driving future growth
• Prepared to assist with 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
• 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: $153000 to $210000 USD 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.

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