SaaS Strategic Finance, Director

About the role

Accordion is a high-growth, entrepreneurial firm specializing in financial consulting for private equity-backed companies. This role is based in New York City, Dallas, or Chicago and is a hybrid role with the flexibility to work remotely 2 days a week.

Responsibilities

• Provide project leadership and execute on client engagements, including directing and overseeing teams of consultants, managing work streams to agreed timelines, performing quality control of client deliverables, and leading the presentation of deliverables
• Lead 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
• Design and deliver management reporting for Software and SaaS businesses, providing clear visibility into ARR, bookings, and headcount, and comparing current and YTD performance against prior year results, forecasts, and budget targets
• Build and refine models, metrics, tools, and methodologies, including ARR roll-forward and “snowball” analyses that explain movements
• Actively participate in business development efforts focused on SaaS and software companies, positioning the firm’s full range of capabilities and leveraging existing relationships to originate and expand opportunities with CFOs, finance leaders, and PE sponsors
• Partner with Accordion leadership team to develop industry-specific marketing and thought leadership materials for Software & SaaS, collaborating with internal teams to articulate Accordion’s solutions, differentiated value proposition, and relevant use cases for CFOs
• Act as relationship manager, responsible for addressing client and financial sponsor needs and associated communications throughout the course of engagements
• Drive Accordion know-how and best practices in the execution of all client engagements
• Work with the business development team to cultivate client relationships and drive marketing efforts for potential new engagements
• Assess project needs and lead the development of proposals and work plans for potential client engagements
• Help lead Practice development initiatives, including development of execution toolkits and resources for key service areas, as well as the build-out and ongoing maintenance of Accordion’s consulting knowledge hub
• Mentor junior consultants and actively participate in career development
• Travel to client site as needed

Requirements

• Bachelor's degree in Finance, Accounting, or Economics; MBA is a plus
• Minimum 10 years of experience at a top-tier private equity firm, investment bank, and/or consulting firm working within Software or SaaS companies
• Experience in the FP&A department of an operating company and/or a track record of interacting with private equity funds and private equity-owned businesses is a plus
• Strong analytical and modeling skills with significant experience building complex financial models for analysis and forecasting, with ability to summarize key data into executive dashboards
• 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
• Prior experience preparing reports, and presentations; 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
• Excellent interpersonal, leadership, and team management skills

Qualifications

• 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

Skills

• Project Leadership
• Client Engagement Management
• Financial Modeling
• Data Analysis
• Business Development
• Relationship Management
• Proposal Development
• Career Development
• Travel Management

Benefits

The annual salary for this role ranges from $178,500 to $250,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.

Pay

The annual salary for this role ranges from $178,500 to $250,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.

Schedule

This position is a hybrid role with the flexibility to work remotely 2 days a week.