Vice President, Finance Integration

Company Overview

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 10 offices around the globe. Join us!

Transaction Execution Services

Our Transaction Execution Services group brings a methodical and action-oriented approach to identify and create value for our clients. We provide private equity buyers and sellers with a broad continuum of knowledge and tools for diligence, merger planning and post-merger integration, carve-outs (stand-alone and integrated), and sale preparation.

The team combines Integration Management Office (IMO) / Separation Management Office (SMO) expertise with deep Finance & Accounting and Private Equity knowledge across a range of different type of engagements, including pre-deal (e.g. operational and carve-out planning) and post-deal (e.g. integration planning, execution and tracking). As a Vice President, you will be a vital member of the team managing and executing M&A projects, focused on the CFO agenda and Finance function. You'll execute and manage projects across sectors, supporting our client service team in developing and executing strategies for transactions.

This role will be based in our NYC or Dallas 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 locations.

What You’ll Do:

• Lead small client teams and support larger, more complex projects in planning and executing operational diligence, merger integration and carve-out initiatives, to include:
  • Finance & Accounting function supporting the overall organization’s strategic priorities during and immediately after a transaction
  • Finance & Accounting operating model development & execution
  • Day 1 readiness, 100-day planning
  • TSA development and operationalization
  • Synergy identification and model development
• Depending on the size of the engagement, support or lead the IMO / SMO, and Finance workstream, including development of Finance & Accounting functional integration, carve-out plans and execution activities, with heavy focus on cross-functional interdependencies by:
  • Facilitating due diligence site visits focused on identifying operational and technology strategy, organizational structures, and current state business processes and supporting technology
  • Understand client strategy and investment priorities and turn those goals into concrete engagements and detailed proposals
• Assist with the development of presentations for client proposals and thought leadership materials
• Drive the development and enhancement of Accordion’s M&A methodologies (diligence, merger integration, carve-out, etc.) and approaches to client delivery
• Mentor and coach our consultants
• Travel to client site as needed

Ideally, You Have:

• Detailed knowledge of and experience in the Finance & Accounting function
• Minimum of 5+ years of professional experience working in Finance function in merger integration, carve-outs, business transformation and change management
• Experience in one or more of the following: general accounting, financial reporting, budgeting, planning, order-to-cash and purchase-to-pay
• Knowledge of and experience with financial information systems such as Sage Intacct, NetSuite, Oracle, Hyperion and / or other common systems
• Experience in financial process benchmarking, finance organization design, process redesign, shared services, process outsourcing and / or transition service agreements (TSA)
• Consulting firm / industry experience preferred
• Outstanding written and verbal communication skills to influence both internal and external relationships
• Superior problem-solving and analytical skills that can be utilized to translate disparate data into meaningful insights for our clients
• Private industry experience preferred
• Prior experience serving interim or permanent finance roles (i.e. VP Finance, Controller or CFO) helpful but not requ