San Francisco Associate Strategic Finance
Theres a better way to work in financeand more specifically, a better way to unlock value potential in private equity-backed portfolio companies. Working at the intersection of sponsors and management teams across every stage of the investment lifecycle, our team provides hands-on, execution-oriented support to elevate the office of the CFO.
So, what does it mean to work at Accordion? It means joining 1,400+ finance & technology experts in a high-growth, agile, and entrepreneurial environment while changing the way portfolio companies drive value. It also means making your mark on Accordions futureby embracing a culture rooted in collaboration and a firm-wide commitment to building something great, together.
Accordion is headquartered in New York City with 10 offices around the globe. Join us!
Strategic Finance
Accordions Strategic FP&A Practice helps Finance teams build capabilities to enhance performance visibility, planning activities, data analytics, and business partnering to enable and accelerate value creation.
This position must be based in our San Francisco office and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location.
This position is not eligible for immigration sponsorship.
What Youll Do:
As an Associate on a lean, cross-functional team, you will work collaboratively with a diverse set of colleagues with backgrounds in Private Equity, Investment Banking, FP&A, Big 4 and Financial Controllers, to identify and rectify issues across a broad range of scenarios. The following representative engagements are emblematic of the type of work youll do as an Associate at Accordion.
A financial services company recently emerged from bankruptcy and underwent changes in ownership. They need additional visibility into company-wide financial and operational performance. You are brought in to:
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, 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 a monthly Board and management reporting packages.
Train the existing FP&A team to run and own process flows and forecast analysis tools.
A higher education enterprise that scaled up through a series of acquisitions requires a budget plan, better forecasting tools, and insightful analytics to guide decision-making. You are brought in to:
Complete a diagnostic deep dive to identify anecdotes, root causes, and key corrective themes in the existing budgeting and forecasting processes.
Quarterback 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 Power Query and Power Pivot for structuring, analyzing, and modeling data within Excel. Despite back-end complexity, you deliver reports that remain user friendly for the CFO, FP&A team and other relevant stakeholders.
Following the acquisition of three stand-alone businesses, a PE Sponsor has identified the need to consolidate operations and establish a singular finance function that will own budgeting, financial reporting, bank reporting, and new CFO on-boarding in order to realize the synergies identified in their investment thesis. Get ready to:
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 a 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, create template reporting.
Travel to client site as needed.
Ideally, You Have:
You have a bachelor's degree in business, finance or economics. A Masters degree
Apply Now
So, what does it mean to work at Accordion? It means joining 1,400+ finance & technology experts in a high-growth, agile, and entrepreneurial environment while changing the way portfolio companies drive value. It also means making your mark on Accordions futureby embracing a culture rooted in collaboration and a firm-wide commitment to building something great, together.
Accordion is headquartered in New York City with 10 offices around the globe. Join us!
Strategic Finance
Accordions Strategic FP&A Practice helps Finance teams build capabilities to enhance performance visibility, planning activities, data analytics, and business partnering to enable and accelerate value creation.
This position must be based in our San Francisco office and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location.
This position is not eligible for immigration sponsorship.
What Youll Do:
As an Associate on a lean, cross-functional team, you will work collaboratively with a diverse set of colleagues with backgrounds in Private Equity, Investment Banking, FP&A, Big 4 and Financial Controllers, to identify and rectify issues across a broad range of scenarios. The following representative engagements are emblematic of the type of work youll do as an Associate at Accordion.
A financial services company recently emerged from bankruptcy and underwent changes in ownership. They need additional visibility into company-wide financial and operational performance. You are brought in to:
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, 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 a monthly Board and management reporting packages.
Train the existing FP&A team to run and own process flows and forecast analysis tools.
A higher education enterprise that scaled up through a series of acquisitions requires a budget plan, better forecasting tools, and insightful analytics to guide decision-making. You are brought in to:
Complete a diagnostic deep dive to identify anecdotes, root causes, and key corrective themes in the existing budgeting and forecasting processes.
Quarterback 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 Power Query and Power Pivot for structuring, analyzing, and modeling data within Excel. Despite back-end complexity, you deliver reports that remain user friendly for the CFO, FP&A team and other relevant stakeholders.
Following the acquisition of three stand-alone businesses, a PE Sponsor has identified the need to consolidate operations and establish a singular finance function that will own budgeting, financial reporting, bank reporting, and new CFO on-boarding in order to realize the synergies identified in their investment thesis. Get ready to:
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 a 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, create template reporting.
Travel to client site as needed.
Ideally, You Have:
You have a bachelor's degree in business, finance or economics. A Masters degree
Apply Now