Transactions Associate

Company Overview

We are the better way to work in finance. As private equity’s value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value—supporting the office of the CFO to drive end-to-end value creation.

If you crave challenging work and are looking to grow, come solve complex issues alongside 1,600+ finance & technology experts in a supportive, collaborative environment.

Backed by premier private equity firms and headquartered in New York with 11 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark. 

Practice Overview

Our Transactions group brings a methodical and action-oriented approach to identify and create value for our clients. We provide private equity buyers and sellers with a broad continuum of knowledge and tools for diligence, merger planning and post-merger integration, and carve-out support (stand-alone and integrated).

The team combines Integration Management Office (IMO) / Separation Management Office (SMO) expertise with deep Finance & Accounting, Data & Analytics, Operational and Private Equity knowledge across a range of engagements, including pre-deal (e.g. synergy and carve-out diligence) and post-deal (e.g. integration planning, execution and tracking).

As an Associate, you will be a vital member of the team executing M&A projects, focused on the CFO agenda and Finance function. You'll execute and manage projects across sectors, supporting our client service team in developing and executing strategies for transactions.

This role will be based in our NYC or Dallas office locations 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.

What You’ll Do:

Support client teams and larger, more complex projects in planning and executing operational diligence, merger integration and carve-out initiatives, to include:

• Day 1 readiness
• TSA development and operationalization
• 100-day plans
• Synergy identification and model development
• Program and workstream-level project management
• Executive/sponsor reporting

Depending on the size of the engagement, support or lead the IMO / SMO, including development of functional integration and carve-out plans and execution activities, with heavy focus on cross-functional interdependencies by:

• Facilitating due diligence meetings focused on identifying operational and technology strategy, organizational structures, current state business processes and enabling technology
• Understand client strategy and investment priorities and embed those in our engagement deliverables
• Assist with the development of presentations for client proposals and thought leadership materials
• Drive the development and enhancement of Accordion’s M&A methodologies (diligence, merger integration, carve-out, etc.) and approaches to client delivery
• Mentor and coach our consultants
• Travel to client site as needed

You Have:

• Minimum of 2+ years of professional experience working in operational/ commercial diligence, merger integration, carve-outs, business transformation and change management
• Functional expertise in a variety of areas and in at least two or more of the following:
  • Finance & Accounting
  • Information Technology
  • Human Resources
  • Supply Chain
  • Commercial / Sales & Marketing
  • Consulting firm / industry experience preferred
  • IMO / SMO / PMO experience required
• Outstanding written and verbal communication skills to influence both internal and external relationships
• Superior problem-solving and analytical skills that can be utilized to translate disparate data into meaningful insights for our clients
• Private industry experience preferred
• Prior experience serving interim or permanent finance roles (i.e. VP Finance, Controller or CFO) helpful but not required

You Are:

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

The annual salary for this role ranges from: $121,000 to $175,000   USD  + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, education, certifications, cost of labor and internal equity.

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.

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