Dallas Director, Finance Transformation Transformation

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 1,400+ 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!

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 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 position must be based in our Dallas office and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location.

This position is not eligible for immigration sponsorship.

Work closely with other team members to serve clients within the office of the CFO of private equity portfolio companies, in the areas of finance strategy and processes improvements such as:

• Lead 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 the following process areas: lead-to-cash, source-to-pay, record-to-report and FP&A
• Design 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
• Manage execution of plans to optimize technology, drive process automation (within ERPs or leveraging bespoke technologies and AI)
• Set up and drive transformation program governance to support multi‑workstream engagements
• Lead change management across multiple functions and work streams
• Determine and measure the ROI of improvement initiatives, putting in place risk mitigation strategies to support successful realization targeted benefits
• Bring deep financial expertise and leading practices to engagements
• Manage multi‑workstream transformation programs at a single client, or manage multiple smaller projects at different clients – under the guidance of Accordion Managing Directors and/or Senior Directors
• Manage junior resources (Vice Presidents, Associates, or Analysts)
• Interact and build relationships with C‑level personnel at portfolio companies as well as representatives from private equity sponsors
• Assist in growing the firm by identifying and driving business development activities – coordinating proposals across multiple practices
• Take a lead role on internal firm initiatives to enhance our ability to serve clients and continually improve our internal capabilities
• Travel to client site as needed

• Minimum 8+ years of relevant professional experience working in a…