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Associate #HK92

San Francisco

Associate, Strategic Finance

Employer: Accordion Partners, LLC

Job location: San Francisco, CA

  • Responsible for developing predictive models to determine data availability and reliability.
  • Design a structured modeling process to aggregate relevant data sets that will serve as the foundation of all future finance-based reporting. 
  • Write queries against a variety of databases, create data pipelines, and develop data-rich business intelligence dashboards. Identify and maintain our business intelligence tools, databases, and dashboards, as well as manage the flow of business intelligence information to clients
  • Perform detailed data analysis and extract actionable insights from client datasets and unstructured information sources.
  • Develop reporting cadence and automated processes that combine sound data flows and insightful KPIs to generate a monthly Board and management reporting packages.
  • Construct impactful reporting packages to enhance key stakeholders’ understanding of business trends and performance drivers.
  • Work with the CFO, Sponsor, and Operating team to understand business drivers, verify KPIs, and establish a single source of numerical truth via monthly reporting packages.
  • Develop data-driven analysis and prepare forecasts and recommendations for budget plans, cash flow and other anecdotes, root causes, and key corrective themes in client’s existing budgeting and forecasting processes.
  • Support client engagements by managing workstreams according to agreed timelines, producing high-quality outputs and presenting deliverables to clients.
  • Develop financial and analytical models at various levels of granularity to deliver operational and transactional insights.
  • Conduct in-depth financial and business analysis to support strategic investment and growth decisions.

Requirements: 

  • Bachelor’s degree (US or foreign equivalent) in Data Science, Statistics, Economics, or a related field and five (5) years of experience in the position offered, Corporate Development Associate, Investment Banking Analyst, or in a related role.  
  • Three (3) years of the required experience must have included experience with:
    • planning and executing post-acquisition integration, including cross-functional coordination and finance process alignment; designing and implementing frameworks for month-end closing and consolidated financial statements; leading budgeting and resource allocation processes, followed by variance analysis; analyzing and visualizing heavy data using Excel and Power Query for actionable insights; developing and presenting management reporting packages summarizing key financials and KPIs for executive team members; conducting financial forecasting, market research and pricing optimization to support strategic planning; supporting strategic initiatives for C-suite stakeholders, including cost optimization through vendor contract negotiations and workstream automation; producing strategic financial plans and building financial models and scenario analyses to align multi-year growth strategies with business and financial objectives; building out and maintaining 13-week cash flow forecasts for clients; consolidating existing financial reporting from disparate systems, including adjusting for deviations in accounting policies and procedures, to produce a single functioning financial reporting system; and building analytical tools and creating template reporting. 
  • This role entails hybrid work, with time split between working in our San Francisco, CA office and flexibility to telecommute from another U.S. location. 

Salary: $194,834/year. Apply online at https://www.accordion.com/careers/current-openings. Reference: #HK92

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