Accordion Director role in Finance Transformation leading finance function diagnostics and process improvements for PE-backed portfolio companies. Design and execute finance strategy, process enhancements, and technology optimization.
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
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)
Qualification
Bachelor's degree in AccountingStrong Excel and PowerPoint skillsStrong client service mindset
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
