Accordion Vice President (Manager) role in Finance Transformation supporting finance function diagnostics and process improvements for PE-backed portfolio companies. Design and support execution of finance strategy 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:
Conduct and support finance function diagnostics: assessing an organization’s people, process and technology to come up with recommendations and a value-creation roadmap
Design and support process enhancements across the any of 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
Support execution of plans to optimize technology, drive process automation (within ERPs or leveraging bespoke technologies and AI)
Support Transformation Directors in driving transformation program governance over multi-workstream engagements
Support the coordination of change management across multiple functions and workstreams
Determine and measure the ROI of improvement initiatives, identifying risks to delivery and working with client and internal teams to develop mitigation strategies
Bring financial expertise and leading practices to engagements
Manage transformation workstreams at a single client – under the guidance of Accordion Managing Directors, Senior Directors and/or Directors
Manage junior resources (Associates, or Analysts)
Qualification
Bachelor's degree in AccountingGeneralist acrossStrong Excel and PowerPoint skillsStrong client service mindset
Required
Minimum 5+ 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 leading workstreams, managing not only client dynamics but internal team dynamics as well
A strong and up-to date knowledge of finance best practices specifically related to the professionalization of the finance function
Generalist across, or subject matter expert in, financial business processes including order-to-cash, procure-to-pay, record-to-report, FP&A, as well as other functions under the CFO purview
Extensive expertise related to the design and implementation of strategies, processes and technology which increase effectiveness, reduce costs and improve profit/shareholder value
Experience enabling financial processes with finance automation and technology deployment
Experience performing financial function assessments
