Associate, Transformation

Accordion; Dallas (TX); Hybrid; USD 106,250 - 160,000; Full time

Job summary

Accordion in Dallas is seeking a Finance Transformation Consultant to support strategic insights for private equity-backed organizations. You will enhance finance processes and provide diagnostic insights, working closely with clients to drive value creation.

The ideal candidate brings 3+ years of experience, a background in finance or related fields, and strong skills in Excel and client service. This hybrid role allows for flexibility while collaborating on-site.

Qualifications

• Minimum 3+ years of relevant professional experience.
• Proven experience supporting transformational engagements.
• Strong knowledge of finance function best practices.

Responsibilities

• Support finance function diagnostics and provide a value-creation roadmap.
• Design and execute process enhancements across key areas.
• Collaborate on future state operating platform design.

Skills

Client service mindset

Strong Excel skills

Strong PowerPoint skills

Financial assessment experience

Process optimization knowledge

Experience in private equity

Education

Bachelor's degree in Accounting, Finance or related field

MBA

Job description

Company Overview

We are thebetterway to work in finance. As privateequity’svalue creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value—supporting the office of the CFO to drive end-to-end value creation.

If you crave challenging work and are looking to grow, come solve complexissues alongside1,600+ finance & technology experts in a supportive, collaborative environment.

Backed by premier private equity firms and headquartered in New York with 11 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark.

Transformation: Finance Transformation

With the increase in complexity of the business environment and transactions, CFOs of private equity backed companies are increasingly looking to drive strategic insights for their business. Finance organizations are no longer simply result reporters, but rather, they are responsible for analyzing results to provide the strategic insights that inform business decisions. Process efficiencies and meaningful control environments accelerate financial reporting with increasingly accurate measures, leaving more time for the finance team to add future enterprise value.

Accordion’s Finance Transformation Practice is comprised of a dedicated team providing strategic advisory and hands‑on execution expertise to support PE‑backed portfolio companies on a wide range of post‑transaction and transformational events, including profitability improvements, finance process optimization, liquidity enhancements, revenue cycle management and technology / AI enablement. We are doers and problem solvers – making sense of complexity and creating enterprise value for the portfolio company.

This role can be based in any of our US office locations and is a hybrid role with the flexibility to work remotely 2 days a week, blending the best of both worlds for efficiency and collaboration. Ideal candidates should be local to the desired location.

This position is not eligible for immigration sponsorship.

What You’ll Do:

• Support finance function diagnostics: assessing an organization’s people, process and technology to come up with recommendations and a value-creation roadmap
• Design and execute process enhancements across any of the following process areas: lead-to-cash, source-to-pay, record-to-report and FP&A
• Collaborate on the design of future state operating platforms (organization structure, finance processes, technology stack)
• Develop implementation plans for initiatives on a strategic roadmap, supported by quantified benefits/value and qualitative substantiation
• Support execution of technology optimizations, drive process automation (within ERPs or leveraging bespoke technologies and AI)
• Support Transformation Directors in driving transformation programs governance to support multi-workstream engagements
• Support coordination of change management across multiple functions and workstreams
• Determine and measure the ROI of improvement initiatives, identifying risks and supporting mitigation strategies to support successful realization targeted benefits
• Bring financial expertise and leading practices to engagements
• Work in a multi-workstream transformation environment at a single client, while supporting internal firm initiatives and client proposals
• Interact and build relationships with client personnel and broader Accordion team members
• Assist in growing the firm taking active roles on business development activities – supporting creation of proposals and other BD activities
• Actively seek opportunities to support internal firm initiatives to enhance our ability to serve clients and continually improve our internal capabilities
• Travel to client site as needed

You Have:

• Minimum 3+ 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 supporting transformational engagements and actively taking ownership over your workstream/project tasks and deliverables, coordinating with the client and other team members to deliver on‑time and with excellence
• Knowledge and experience in any or all business processes including lead-to-cash, source-to-pay, record-to-report, FP&A, as well as other functions under the CFO purview
• A strong and up‑to‑date knowledge of process best practices specifically related to the professionalization of the finance function
• Experience related to the design and implementation of strategies, processes and technology which increase effectiveness, reduce costs and improve enterprise value
• Experience enabling financial processes with finance automation and technology deployment
• Experience performing financial and operational assessments
• Experience working in a private equity environment or a fast‑paced and acquisitive private company environment
• Strong Excel and PowerPoint skills
• Strong client service mindset

You Are:

• A self-starter with a strong work ethic
• A strong team player, able to work with team members across all levels
• Someone who enjoys mentoring others and being mentored by others
• A leader at heart; you have a desire to lead
• Excited to be part of a growing team, with a focus on driving future growth
• Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
• Passionate about delivering exceptional client service
• Full of entrepreneurial spirit and comfortable in a fluid, flat organization
• Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
• Comfortable managing your time on a complex project, while also actively contributing to firm internal and business development initiatives

The annual salary for this role ranges from: $106,250 to $160,000 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.

Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Please note that as per Accordion policy, we do not accept unsolicited resumes from third‑party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.