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Accordion · 21 hours ago

Associate, Exit Planning and Transaction Support

New York, NY

Full-time

Hybrid

Mid Level

$120K/yr - $170K/yr

3+ years exp

Accordion is a private equity value creation partner that helps clients drive value through financial consulting rooted in data, technology, and AI. The Associate role involves supporting clients in transaction-related projects, preparing companies for sale, and developing go-to-market materials while collaborating with various stakeholders.

AccountingConsultingFinanceFinancial ServicesFinTech

Growth Opportunities

No H1B

Responsibilities

Work with company management, private equity deal and operating teams, investment bankers, and other third parties to support the development of an equity story and other go-to-market materials

Utilize both Excel and Business Intelligence tools (PowerBI, Power Query, and Power Pivot) to develop a variety of granular financial, operational, and business segment analyses

Analyze, quantify, and validate deal-related assumptions including synergies, add-backs, and pro-forma financials

Manage and / or support the development and population of an investor-ready data room

Work with CFOs and their teams, respond to due diligence and other deal-related questions from either financial (private equity) or strategic (corporate) buyers

Travel to client site as needed

Qualification

Investment BankingPrivate EquityFinancial ModelingBusiness Intelligence ToolsExcelQuantitative SkillsClient ServiceAttention to DetailTeam CollaborationProject Management

Required

3 to 5 years of experience in investment banking, private equity, or quality of earnings

Proven ability to leverage Excel and other tools to manage, simplify, analyze, and present large and complex datasets

High attention to detail and advanced quantitative skills, especially as it relates to financial modeling and corporate valuation

Transactional finance experience, as well as an understanding of operational finance

Prior experience preparing reports, presentations, and memos; ability to present data-driven insights in a clear, succinct, and comprehensive manner

Strong drive and motivation, adhering to the highest professional standards in working with clients and colleagues

An ability to work collaboratively and independently in a team-oriented environment, understanding how to take initiative and seek guidance when needed in order to advance your projects

Bachelor's degree in Finance, Accounting, or Economics; MBA is a plus