Accordion · 1 week ago
Vice President
Boston, NY
Full-time
Hybrid
Mid, Senior Level
$153K/yr - $210K/yr
6+ years expAccordion is a high-growth financial consulting firm that partners with private equity to drive value creation. As a Vice President, you will work collaboratively with a diverse team to identify and rectify financial and operational issues, develop reporting processes, and enhance budgeting and forecasting tools for clients.
AccountingConsultingFinanceFinancial ServicesFinTech
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
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
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
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
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