Job Overview
Location
Chicago; Dallas; New York; San Francisco
Job Type
Full-time
Category
Finance
Date Posted
June 20, 2026
Full Job Description
đź“‹ 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 organization 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.
- • Establish and lead transformation program governance structures to coordinate multi-workstream engagements effectively.
- • Drive cross-functional change management initiatives to ensure adoption of new processes and technologies across client organizations.
- • 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 multi-workstream transformation programs at single clients or oversee multiple smaller projects across different clients under senior leadership guidance.
- • Supervise and mentor junior team members including Vice Presidents, Associates, and Analysts.
- • Build and maintain relationships with C-level executives at portfolio companies and private equity sponsor representatives.
- • Contribute to business development by identifying opportunities, coordinating cross-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 relevant professional experience in client-serving roles at a top-tier public accounting or financial advisory firm, or senior-level experience combining client service and private industry
- • Bachelor’s degree in Accounting, Finance, or related field; MBA preferred
- • Proven experience managing large, multi-workstream engagements with complex client and internal team dynamics
- • Deep expertise in finance process transformation across lead-to-cash, source-to-pay, record-to-report, and FP&A
- • Strong knowledge of finance function best practices and professionalization frameworks
- • Extensive experience designing and implementing technology and automation strategies to improve finance effectiveness and reduce costs
- • Experience enabling financial processes through finance automation and technology deployment
- • Experience working in a private equity consulting environment with understanding of PE portfolio company dynamics
- • Advanced proficiency in Excel and PowerPoint
- • Strong client service orientation
🏖️ Benefits
- • Annual salary range of $189,000 to $225,000 USD
- • Performance bonus opportunity
- • 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, entrepreneurial environment
- • Exposure to premier private equity firms and high-impact transformation projects
- • Mentorship and leadership development within a flat, growth-focused organizational structure
Skills & Technologies
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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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