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Associate #YD65

New York

Associate, Strategic Finance

Employer: Accordion Partners, LLC

Job location: New York, NY

  • Perform complex financial analysis and modeling.
  • Provide complex financial strategies and alternatives, using corporate valuation methodologies.
  • Analyze business drivers, verify KPIs, and establish a single source of numerical truth via monthly financial reporting packages, in coordination with Chief Financial Officer (CFO), Sponsor, and Operating team.
  • Develop a reporting cadence and automated financial processes that combine sound financial data flows and insightful KPIs to generate a monthly Board and management financial reporting packages.
  • Assist in performing and maintaining process flows and financial forecast analysis tools to assist internal FP&A team.
  • Complete diagnostic deep dives of financials to identify anecdotes, root causes, and key corrective themes in the existing budgeting and forecasting processes.
  • Develop a comprehensive financial budget plan and process for clients in partnership with FP&A, sales, operations, and senior leadership teams.
  • Build out and maintain 13-week cash flow forecasts for clients by coordinating with the relevant departments within the company.
  • Leverage PowerQuery and PowerPivot for structuring, analyzing, and modeling financial data within Excel, and deliver financial reports for the CFO, FP&A team, and relevant stakeholders.
  • Design a singular finance function that can serve multiple business models by developing intuitive financial processes and controls, and realign roles and responsibilities.
  • Draft a unified set of financial and accounting policies and procedures that operate with consistency and meet business needs.
  • Select, implement, and champion a robust ERP solution which meets the needs of the business.
  • Consolidate existing financial reporting from disparate systems, including adjusting for deviations in accounting policies and procedures, to produce a single functioning financial reporting system.
  • Build analytical tools, and create template reporting. 

Requirements:

  • Bachelor’s degree (US or foreign equivalent) in Business Administration, Finance, Accounting, or a related field and one (1) year of experience in the position offered or in a related role.
  • All of the required experience must have included experience with: three-statement financial modeling (income statement, balance sheet, and cash flow statement); building dynamic dashboards to visualize complex financial data and track Key Performance Indicators (KPIs); forecasting and budgeting; working capital analysis, cash flow analysis, and variance analysis; analyzing financial statements to identify discrepancies and unusual trends and derive business insights; producing data-driven models to aid companies with predicting cash flow needs, optimizing the management of receivables, payables, inventory, and short / long term debt; producing strategic financial plans and building financial models and scenario analyses to align multi-year growth strategies with business and financial objectives; and utilizing advanced Excel techniques including Pivot Tables and Power Query to automate data collection, processing, and presentation.
  • Position requires domestic travel 20% of the time.
  • This role entails hybrid work, with time split between working in our New York, NY office and flexibility to telecommute from another U.S. location.  

Salary: $130,000 - $160,000/year. Apply online at https://www.accordion.com/careers/current-openings. Reference: #YD65

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