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Accordion · 1 day ago

Associate, Transformation

Dallas, TX

Full-time

Hybrid

Mid, Senior Level

$106K/yr - $160K/yr

3+ years exp

Accordion is a company focused on unlocking value potential in private equity-backed portfolio companies. The Associate, Transformation role involves supporting finance strategy and process improvements for CFOs, including diagnostics, process enhancements, and technology optimizations.

AccountingConsultingFinanceFinancial ServicesFinTech

Growth Opportunities

No H1B

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:

Support finance function diagnostics: assessing an organization’s people, process and technology to come up with recommendations and a value-creation roadmap

Design and execute process enhancements across any of the following process areas: lead-to-cash, source-to-pay, record-to-report and FP&A

Collaborate on the design of 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 technology optimizations, drive process automation (within ERPs or leveraging bespoke technologies and AI)

Support Transformation Directors in driving transformation programs governance to support multi-workstream engagements

Support coordination of change management across multiple functions and workstreams

Determine and measure the ROI of improvement initiatives, identifying risks and supporting mitigation strategies to support successful realization targeted benefits

Bring financial expertise and leading practices to engagements

Work in a multi-workstream transformation environment at a single client, while supporting internal firm initiatives and client proposals

Interact and build relationships with client personnel and broader Accordion team members

Assist in growing the firm taking active roles on business development activities – supporting creation of proposals and other BD activities

Actively seek opportunities to support internal firm initiatives to enhance our ability to serve clients and continually improve our internal capabilities

Travel to client site as needed

Qualification

Finance TransformationProcess OptimizationFinancial AssessmentsTechnology DeploymentClient ServiceExcelPowerPointEntrepreneurial SpiritTeam CollaborationMentoringCommunication

Required

Minimum 3+ 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 supporting transformational engagements and actively taking ownership over your workstream/project tasks and deliverables, coordinating with the client and other team members to deliver on-time and with excellence

Knowledge and experience in any or all business processes including lead-to-cash, source-to-pay, record-to-report, FP&A, as well as other functions under the CFO purview

A strong and up-to date knowledge of process best practices specifically related to the professionalization of the finance function

Experience related to the design and implementation of strategies, processes and technology which increase effectiveness, reduce costs and improve enterprise value

Experience enabling financial processes with finance automation and technology deployment

Experience performing financial and operational assessments

Experience working in a private equity environment or a fast-paced and acquisitive private company environment

Strong Excel and PowerPoint skills

Strong client service mindset