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Accordion · 3 hours ago

Director, Finance Transformation

Dallas

Full-time

Hybrid

Senior Level, Lead/Staff

$189K/yr - $225K/yr

8+ years exp

Accordion is a company focused on transforming finance in private equity-backed portfolio companies. The Director of Finance Transformation will lead finance function diagnostics, design process enhancements, and manage execution plans to optimize technology and drive process automation.

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:

Lead 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 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

Manage execution of plans to optimize technology, drive process automation (within ERPs or leveraging bespoke technologies and AI)

Set up and drive transformation program governance to support multi-workstream engagements

Lead change management across multiple functions and workstreams

Determine and measure the ROI of improvement initiatives, putting in place risk mitigation strategies to support successful realization targeted benefits

Bring deep financial expertise and leading practices to engagements

Manage multi-workstream transformation programs at a single client, or manage multiple smaller projects at different clients – under the guidance of Accordion Managing Directors and/or Senior Directors

Manage junior resources (Vice Presidents, Associates, or Analysts)

Interact and build relationships with C-level personnel at portfolio companies as well as representatives from private equity sponsors

Assist in growing the firm by identifying and driving business development activities – coordinating proposals across multiple practices

Take a lead role on 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 optimizationChange managementFinancial assessmentsPrivate equity experienceExcel skillsPowerPoint skillsClient service mindsetEntrepreneurial spiritTeam playerMentoring others

Required

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 large engagements with multiple workstreams and coordinating internal teams, managing not only client/sponsor dynamics but internal team dynamics as well

Deep knowledge and experience in overseeing or driving change in 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

Extensive expertise 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 driving 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