Job Overview
Location
Dallas
Job Type
Full-time
Category
Product Management
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 organizational structure, finance processes, and technology stack to optimize finance function performance.
- • Develop detailed implementation plans for transformation initiatives, supported by quantified financial benefits and qualitative justifications.
- • Manage execution of technology and automation initiatives within ERPs or through bespoke solutions and AI tools to drive process efficiency.
- • Set up and lead transformation program governance structures to coordinate multi-workstream engagements across client teams.
- • Lead change management efforts across multiple functions and organizational levels to ensure adoption of new processes and systems.
- • 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 strategic finance improvements and operational excellence.
- • 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 cross-practice proposals, and supporting client acquisition efforts.
- • Lead internal firm initiatives to enhance service delivery capabilities and improve internal processes and tools.
- • 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 is a plus
- • Proven experience managing large, multi-workstream engagements with complex client and internal team dynamics
- • Deep knowledge of finance process areas including lead-to-cash, source-to-pay, record-to-report, and FP&A
- • Extensive expertise in designing and implementing strategies that improve finance function effectiveness, reduce costs, and increase enterprise value
- • Experience enabling financial processes through automation and technology deployment
- • Strong Excel and PowerPoint skills
- • Experience working in a private equity consulting environment
🏖️ Benefits
- • Annual salary range of $189,000 to $225,000 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
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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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