Associate, Operational - San Francisco, United States - Accordion USA

Description

There's a better way to work in finance—and more specifically, a better way to unlock value potential in private equity-backed portfolio companies.

Working at the intersection of sponsors and management teams across every stage of the investment lifecycle, our team provides hands-on, execution-oriented support to elevate the office of the CFO.

So, what does it mean to work at Accordion? It means joining 1,000+ finance & technology experts in a high-growth, agile, and entrepreneurial environment while changing the way portfolio companies drive value.

It also means making your mark on Accordion's future—by embracing a culture rooted in collaboration and a firm-wide commitment to building something great, together.

Accordion is headquartered in New York City with 11 offices around the globe. Join us
Operational & Technical Accounting

With the increase in complexity of the business environment and transactions, CFO's of private equity backed companies are increasingly being looked towards to drive strategic insights for their business.

Finance organizations are no longer simply result reporters, but rather, they couple these results with forward looking data to provide strategic insights which are leveraged to make business decisions.

Efficiency of process and meaningful control environments allows for speed of financial reporting with increasingly accurate measures, leaving more time for the finance team to add future enterprise value, rather than look backwards.

Accordion's O&T Practice is comprised of a dedicated team providing accounting and financial advice to support PE backed portfolio companies on a wide range of transactions and events, including Accounting Policies & Procedures, ERP/Financial System Execution, Financial Statement Close Process, Process & Controls Implementation, Technical Accounting, Finance/Accounting Assessment & Design and Finance & Accounting Organization Standup resulting from a Carve out or Merger transaction.

We are doers and problem solvers – making sense of complexity and bolstering sponsors' value creation thesis's.
This role can be based in any of our US office locations and is a hybrid role.

Ideal candidates should be local to the desired location, with the flexibility to work remotely 2-3 days a week, blending the best of both worlds for efficiency and collaboration.

What You'll Do:

As part of a lean, cross-functional team, the Associate will play a vital role in identifying and rectifying issues across a broad range of scenarios.

The following representative engagements are emblematic of the type of work you'll do as an Associate at Accordion:

A rapidly growing company with a global footprint routinely takes 45 days to close its books and produce financial statements.

You are brought in to:
Perform deep-dives and gain an understanding of current state processes, people, and systems (both on paper and in reality).

Identify root causes and provide recommendations on how to improve broken processes, bridge control gaps, and better align roles and responsibilities with best practices.

Implement tools and creative solutions that the accounting function can use to streamline their close process (e.g. introduce materiality limits, close checklists, and calendars).

In order to keep pace with its competitors, a technology company is looking to move away from a traditional subscription-based model to a SaaS model, and requires guidance in dealing with the key finance and accounting implications which will ensue.

You are part of a team that will:
Address changes in revenue recognition requirements and draft accounting policies that affirm the new normal.
Challenge existing assumptions in underlying revenue forecasts and associated cost-drivers.
Evolve the invoicing process to reflect new business processes.

Following the acquisition of three similar, stand-alone businesses, a PE Sponsor has identified the need to consolidate operations in order to realize the synergies identified in their investment thesis


Get ready to:

Design a singular finance function that can serve all three businesses; you'll put together intuitive processes and controls and realign roles and responsibilities to suit the strengths of the individuals.

Draft a unified set of policies and procedures that speak to all three businesses and encourages them to operate with consistency.

Select, implement, and champion a robust ERP solution which meets the needs of the combined business.

Consolidate their existing financial reporting from disparate systems, including adjusting for deviations in accounting policies and procedures, to produce a single source of numerical truth.

Ideally, You Have:
Minimum 3 years of experience working in financial accounting or operations at a top-tier public accounting or financial advisory firm, and/or private company
Bachelor's degree in Accounting or related field. CPA is a plus

A strong and up-to date knowledge of US GAAP (exposure to IFRS is a plus), with deep technical understanding of topics such as ASC 606 revenue recognition, lease transactions, purchase accounting, etc.

Strong Excel and PowerPoint skills
Strong client service mindset

Ideally, You Are:
A self-starter with a strong work ethic
A leader of others; you lead by example
A strong team player, able to work with team members across all levels
Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing).
Excited to be part of a growing team, with a focus on driving future growth
Full of entrepreneurial spirit and comfortable in a fluid, flat organization
Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies
Passionate about delivering exceptional client service
Someone who enjoys mentoring others and doing meaningful work
Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
Willing to travel according to client needs

Salary:
$110,000 to $130,000 + benefits + bonus

Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to 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.

Please choose your preferred office locations below by selecting the applicable boxes below.

Accordion's headquarters are in New York, with offices in Atlanta, Boston, Charlotte, Chicago, Dallas, Detroit, Los Angeles, San Francisco, and South Florida.

This position must be based in one of our office locations as listed above and is a hybrid role. Candidates will need to be local to the areas, with opportunities for remote work 2-3 days per week.
Atlanta
Boston
Charlotte
Chicago
Detroit
Dallas
Los Angeles
New York
San Francisco
South Florida

How did you hear about Accordion?

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For government reporting purposes, we ask candidates to respond to the below self-identification survey.
Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Accordion 's Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

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A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S.

military, ground, naval, or air service.
An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S.

military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S.

military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

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