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Accordion · 1 week ago

SaaS Strategic Finance, Vice President

New York, United States

Full-time

Hybrid

Mid, Senior Level

$153K/yr - $210K/yr

6+ years exp

Accordion is a financial consulting firm that partners with private equity to drive value creation. The Vice President will work collaboratively with finance teams to enhance performance visibility, develop reporting processes, and implement financial tools to support operational efficiency and strategic decision-making.

AccountingConsultingFinanceFinancial ServicesFinTech

Growth Opportunities

No H1B

Responsibilities

Determine data availability and reliability and design a structured process to aggregate relevant data sets that will serve as the foundation of all future reporting

Work with the CFO, PE sponsor, and operating team to understand business drivers, verify KPIs, and establish a single source of numerical truth via monthly reporting packages

Develop a reporting cadence and automated processes that combine sound data flows and insightful KPIs to generate monthly Board and management reporting packages

Train the existing FP&A team to run and own process flows and forecast analysis tools

Complete a diagnostic deep dive to identify anecdotes, root causes, and key corrective themes in the existing budgeting and forecasting processes

Quarterback a comprehensive budget plan and process in partnership with FP&A, sales, operations, and senior leadership teams

Build out and maintain 13-week cash flow forecasts by coordinating with the relevant departments within the company

Leverage PowerQuery and PowerPivot for structuring, analyzing, and modeling data within Excel; despite back-end complexity, deliver reports that remain user friendly for the CFO, FP&A team, and other relevant stakeholders

Design a singular finance function that can serve all three businesses; including headcount, budget, and specific roles and responsibilities for each member of the team

Assist in developing highly detailed, week-by-week training plans for each team member

Select and implement a robust ERP solution which meets the needs of the newly combined business

Build analytical tools and create template reporting

Qualification

Financial modelingPrivate equity experienceExcel proficiencyPowerBIBudgetingForecastingClient serviceTeam collaborationLeadershipAttention to detailCommunication skills

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

MBA is a plus

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