Director, Strategic Finance Advisory

Director, Strategic Finance Advisory - (employer: Accordion Partners, LLC; job location: Santa Monica, CA) - Assess client finance processes, reporting structures, data availability, data integrity, forecasting procedures, and performance management frameworks to identify process gaps and areas for improvement. Work with CFOs, private equity sponsors, client finance teams, operating teams, and other stakeholders to implement improved reporting, forecasting, dashboarding, and finance process procedures. Analyze financial, operational, and business data to develop recommendations for improved reporting processes, KPI frameworks, forecasting methods, and management decision-making tools. Prepare client deliverables, management presentations, reporting packages, dashboards, and advisory materials that summarize findings and recommend finance process improvements. Evaluate how financial and operational information flows across finance, sales, operations, and management teams, and design improved processes for reporting, forecasting, and performance management. Gather information from client management, finance personnel, and operating teams to understand existing processes, responsibilities, reporting methods, and business requirements. Train and mentor client finance teams on improved forecasting methodologies, reporting tools, KPI tracking, dashboards, and finance process procedures. Review management reports, board reporting packages, KPI dashboards, forecasting templates, and other reporting materials, and work with management and users to improve their format, content, distribution, and usefulness. Design and improve reporting packages, management dashboards, KPI frameworks, forecasting templates, and other recurring finance and performance management reports. Requirements: Master’s degree (US or foreign equivalent) in Business Administration, Finance, Economics, or a related field and six (6) years of experience in the position offered, or as a Vice President - Transaction Execution Services, Associate, or in a related role OR Bachelor’s degree (US or foreign equivalent) in Business Administration, Finance, Economics, or a related field and eight (8) years of experience in the position offered, or as a Vice President - Transaction Execution Services, Associate, or in a related role. All of the required experience must have included experience with: gathering, organizing, and analyzing financial, operational, and business information to identify reporting, process, performance, or transaction-related issues; using Excel and business intelligence tools to develop financial, operational, business segment, or management reporting analyses; working with company management, CFOs, private equity teams, investment bankers, operating teams, or other stakeholders to support advisory, diligence, reporting, or process improvement initiatives; managing client-facing workstreams involving multiple stakeholders, complex deliverables, timelines, and quality control; developing analytical materials, reporting packages, management presentations, board presentations, or other client deliverables to communicate findings and recommendations; analyzing financial statements, pro forma financial information, cash flows, business performance trends, or operational data to support management decision-making; and preparing and presenting findings, recommendations, analyses, or deliverables to senior management, clients, board members, private equity teams, or other stakeholders. Position requires domestic travel up to 20% of the time. Salary: $210,000-$250,000/year. E-mail résume to recruiting@accordion.com. Reference: #NK20