Director, Finance Transformation

Accordion Partners, LLC

Job Overview

Location

New York

Job Type

Full-time

Full Job Description

📋 Description

• Lead finance function diagnostics by assessing clients’ people, processes, and technology to develop value-creation roadmaps for private equity-backed portfolio companies.
• Design and execute process enhancements across key finance domains: lead-to-cash, source-to-pay, record-to-report, and FP&A.
• Design future-state operating platforms including organizational structure, finance processes, and technology stack to align with strategic objectives.
• Develop detailed implementation plans for transformation initiatives, supported by quantified financial benefits and qualitative justifications.
• Manage execution of technology optimization and process automation initiatives using ERPs, bespoke systems, and AI-enabled tools.
• Set up and lead transformation program governance structures to coordinate multi-workstream engagements across teams and stakeholders.
• Drive cross-functional change management initiatives to ensure adoption of new processes and technologies across finance and operational teams.
• Determine and measure ROI of finance transformation initiatives, implementing risk mitigation strategies to secure targeted benefit realization.
• Apply deep financial expertise and industry best practices to advise clients on professionalizing their finance functions.
• Manage end-to-end transformation programs at a single client or oversee multiple smaller projects across different clients under the guidance of Managing Directors and Senior Directors.
• Supervise and mentor junior team members including Vice Presidents, Associates, and Analysts.
• Build and maintain relationships with C-level executives at portfolio companies and representatives from private equity sponsors.
• Contribute to business development by identifying opportunities, coordinating multi-practice proposals, and supporting client acquisition efforts.
• Lead internal firm initiatives to enhance service delivery capabilities and improve operational efficiency.
• Travel to client sites as required to support on-site execution and stakeholder engagement.

🎯 Requirements

• Minimum 8+ years of client-serving experience at a top-tier public accounting or financial advisory firm, or senior-level experience combining client service and private industry roles
• Bachelor’s degree in Accounting, Finance, or related field; MBA is a plus
• Proven experience managing large, multi-workstream engagements with complex client and internal team dynamics
• Deep knowledge of finance process optimization in lead-to-cash, source-to-pay, record-to-report, and FP&A
• Extensive expertise in designing and implementing strategies that improve finance effectiveness, reduce costs, and increase enterprise value
• Experience enabling financial processes through automation and technology deployment, including ERP and AI tools
• Experience performing financial and operational assessments
• Experience working in a private equity consulting environment
• Strong proficiency in Excel and PowerPoint
• Strong client service mindset

🏖️ Benefits

• Annual salary range of $210,000 to $250,000 USD
• Bonus compensation
• Hybrid work model with flexibility to work remotely 2 days per week
• Opportunity to work with 1,600+ finance and technology experts in a collaborative, high-growth environment

Skills & Technologies

Remote

Degree Required

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Accordion Partners, LLC

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About Accordion Partners, LLC

Accordion Partners is a private equity-focused financial consulting firm providing portfolio company value creation services. It delivers interim management, financial planning & analysis, operational improvement, and transaction support to middle-market PE-backed businesses across North America. Founded by ex-Bain and Deloitte professionals, the company embeds senior-level talent within client organizations to accelerate EBITDA growth, optimize cash flow, and prepare assets for exit. Services span strategic finance, accounting, treasury, pricing, supply chain, and M&A integration, delivered through a flexible staffing model that scales with deal timelines and investment horizons.

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