Back to jobs
tags.new

Associate #SB88

New York

Associate, Transaction Execution Services

Employer: Accordion Partners, LLC

Job location: New York, NY

  • 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.
  • 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.  

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 of the required experience must have included experience with:
    • building financial models; 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; preparing marketing materials for M&A processes, including Confidential Information Memorandums (CIMs), teasers, and management presentations; coordinating buyer outreach and due diligence; managing virtual data rooms for live transactions, ensuring effective information flow; assisting management teams in responding to buyer due diligence requests; participating in pitches to showcase ideas and gain support; utilizing knowledge of US GAAP, IFRS, and accounting principles to review and analyze financial statements; identifying accounting control weaknesses and recommending improvements to strengthen internal controls, and reporting accuracy; analyzing audited consolidated financial statements for M&A transactions, including intercompany eliminations, goodwill calculation, and purchase price allocation; and 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.

Salary: $179,088 - $186,000/year. Apply online at https://www.accordion.com/careers/current-openings. Reference: #SB88

#LI-DNI

Create a Job Alert

Interested in building your career at Accordion ? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Accordion ’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.