Associate #SB88 at Accordion

New York, New York, United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Finance, Private Equity, M&AIndustries

Requirements

Master’s degree (US or foreign equivalent) in Business Administration, Finance, Accounting, Economics, or a related field and three (3) years of experience in the position offered or in a related role OR Bachelor’s degree (US or foreign equivalent) in Business Administration, Finance, Accounting, Economics, or a related field and five (5) years of experience in the position offered or in a related role
All required experience must include: building financial models
All required experience must include: working with senior executives and private equity sponsors on M&A transactions, including buy-side and sell-side diligence, preparation of marketing materials, and investor outreach
All required experience must include: preparing marketing materials for M&A processes, including Confidential Information Memorandums (CIMs), teasers, and management presentations
All required experience must include: coordinating buyer outreach and due diligence
All required experience must include: managing virtual data rooms for live transactions, ensuring effective information flow
All required experience must include: assisting management teams in responding to buyer due diligence requests
All required experience must include: participating in pitches to showcase ideas and gain support
All required experience must include: utilizing knowledge of US GAAP, IFRS, and accounting principles to review and analyze financial statements
All required experience must include: identifying accounting control weaknesses and recommending improvements to strengthen internal controls, and reporting accuracy
All required experience must include: analyzing audited consolidated financial statements for M&A transactions, including intercompany eliminations, goodwill calculation, and purchase price allocation
All required experience must include: using Microsoft Excel for organizing, analyzing, and presenting financial data, including data analysis and schedule preparation
Position requires domestic travel 25% 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

Responsibilities

Develop detailed financial models to support M&A transactions, including merger models, synergy analysis, and valuation scenarios
Analyze financial and operational data, identify key business drivers, and create supporting schedules and projections
Prepare 5-year financial forecasts and scenario models, including historical trending Income Statement, detailed analysis on revenue, operating expenses, and margin by segment/geography
Collaborate with CFOs and executive teams to coordinate and respond to due diligence requests from buyers and advisors
Work with company management, private equity deal and operating teams, investment bankers, and other third parties to support transaction execution and corporate development activities
Use Excel and business intelligence tools (e.g., Power BI, Tableau, Power Query) to prepare profitability and KPI dashboards
Manage population and organization of investor-ready data rooms, including coordination across departments
Support the development of equity story and other go-to-market materials, including investment cases and deal memoranda for key stakeholders

Skills

Key technologies and capabilities for this role

Financial ModelingMerger ModelsSynergy AnalysisValuationExcelPower BITableauPower QueryM&A TransactionsDue DiligenceFinancial ForecastingData Rooms

Questions & Answers

Common questions about this position

What education and experience are required for this Associate role?

A Master’s degree in Business Administration, Finance, Accounting, Economics, or related field with three years of experience, or a Bachelor’s degree with five years of experience in the position or related role is required.

What is the location for this job?

The job is located in New York, NY.

What salary or compensation does this position offer?

This information is not specified in the job description.

What key skills and experiences are needed from the required experience?

Required experience includes building financial models, working with executives and private equity on M&A transactions, preparing marketing materials like CIMs and teasers, coordinating due diligence and buyer outreach, managing virtual data rooms, and using Excel for financial analysis.

What tools or software experience is mentioned for this role?

Experience with Microsoft Excel for financial data organization and analysis, and business intelligence tools like Power BI, Tableau, and Power Query for dashboards is needed.

Accordion

Financial consulting for private equity

About Accordion

Accordion provides financial consulting services and technology solutions specifically for the private equity sector. Their main product, Maestro, is a technology platform that helps private equity firms standardize and enhance their value creation strategies. Accordion's consultants collaborate closely with management teams to improve the finance function, ensuring that projects are executed flawlessly. Unlike other consulting firms, Accordion focuses solely on the needs of the CFO's office within private equity, allowing them to offer specialized insights and practices. The company's goal is to drive value creation for their clients by combining expert consulting with effective technology solutions.

New York City, New YorkHeadquarters

2009Year Founded

$25KTotal Funding

PRE_SEEDCompany Stage

Consulting, Enterprise Software, Financial ServicesIndustries

501-1,000Employees

Benefits

Hybrid Work Options

Flexible Work Hours

Risks

Accordion faces increased competition from other fintech consulting firms.

Rapid technological changes may challenge Accordion's integration capabilities.

Accordion's reliance on private equity clients makes it vulnerable to market downturns.

Differentiation

Accordion focuses exclusively on the Office of the CFO for private equity firms.

Maestro platform institutionalizes private equity value creation, unique in the consulting space.

Accordion combines financial consulting with technology enablement, offering a comprehensive service suite.

Upsides

Accordion's acquisition of Merilytics enhances its data and analytics capabilities.

Strategic growth investment from Charlesbank and Motive Partners accelerates Accordion's expansion.

Increased demand for digital transformation in private equity aligns with Accordion's services.

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