Accordion · 1 day ago
SaaS Strategic Finance, Vice President
New York, United States
Full-time
Hybrid
Mid, Senior Level
$153K/yr - $210K/yr
6+ years expAccordion is a high-growth firm that partners with private equity to drive value creation through financial consulting. The Vice President will collaborate with a diverse team to enhance financial performance visibility and support SaaS companies in their financial planning and reporting processes.
AccountingConsultingFinanceFinancial ServicesFinTech
No H1B
Responsibilities
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
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)
Qualification
Required
Bachelor's 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 and Software 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
Preferred
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
Benefits
Benefits
Bonus
Company
Accordion
Accordion is a financial and technology consulting firm that offers technical accounting, financial planning, and analysis services.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Charlesbank Capital PartnersFriedman Fleischer & Lowe (FFL)
2022-09-08Secondary Market
2018-10-10Private Equity
Leadership Team
Atul Aggarwal
President
Junaid Samnani
President, Finance & Technology Solutions
Recent News
2026-01-05
2026-01-05
Company data provided by crunchbase