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!

CFO Technology

Accordion’s CFO Technology Practice effectively and efficiently delivers the digital services and solutions to support organizational strategic initiatives.

Our CFO Technology experts work cross-functionally — alongside practitioners from all corners of Accordion — to arm CFOs with the appropriate digital solutions needed to implement the team’s business process recommendations and to capitalize on value creation opportunities. From ERP, CPM, Analytics, Data Integration, RPA, and beyond, CFO Tech provides finance leaders with a single, objective partner capable of delivering from strategy to execution.

As part of Accordion’s CFO Technology practice, we specialize in implementing and optimizing NetSuite. We focus heavily on understanding our client’s accounting and finance processes and tailoring NetSuite to enable business process improvements and value creation. Our NetSuite services include implementation, mergers and acquisitions, optimization/enhancement, customization, and technical integration.

This role can be based in any of our US 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 location.

What You’ll Do

Collaborate with functional and technical team members to develop effective NetSuite solutions
Work directly with clients to document business requirements and translate them into specific NetSuite functionality
Participate and lead client workshops to define implementation strategy
Effectively configure and customize client NetSuite environments to develop proof of concepts and present sustainable solutions to client executives and key stakeholders
Attend pre-sales meetings with prospective clients to assess project level-of-effort with sales team members
Provide general customer service and assistance to clients and serves as the ‘go-to’ resource on all project related inquiries
Travel to client site as needed

Ideally, You Have:

Bachelor’s degree, preferably in Accounting, Finance or Management Information Systems
Minimum of 4+ years of Consulting experience
Minimum of 2.5 to 4+ years of NetSuite consulting experience
Demonstrated understanding and expertise of NetSuite data model/configuration and transaction flows in one or more of the following areas: Lead-to-Order, Order Management/Fulfillment, Order-to-Cash, Procure-to-Pay, and/or Record-to-Report
Proficient in designing/developing NetSuite custom records, forms, segments, fields, workflow, Saved Search, Saved Reports, permissions/roles, and CSV import
Experience with SuiteBilling and/or Zone Billing is a plus
Experience working with Adaptive, Salesforce, and/or OpenAir is a plus
Experience with 3 or more full life cycle NetSuite implementations is a plus
Certification as a NetSuite Administrator
Strong Accounting/Finance knowledge
Experience in working with Revenue Recognition/ARM
Previous industry/functional experience in Financials, Accounting, Manufacturing, Software, Wholesale Distribution, Services, Retail, Enterprise, General Business
Strong oral and written communication skills, including presentation skills
Strong time management skills
Strong client relation skills, organization, & prioritization capabilities

Ideally, You Are:

A self-starter with a strong work ethic
A leader of others; you lead by example
A strong team player, able to work with team members across all levels
Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing).
Excited to be part of a growing team, with a focus on driving future growth
Full of entrepreneurial spirit and comfortable in a fluid, flat organization
Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies
Passionate about delivering exceptional client service
Someone who enjoys mentoring others and doing meaningful work
Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture

Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.