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Associate, Strategic Finance #FC24

Strategic Finance
New York City
  • Founded in 2009
  • 1,000+ employees
  • Serving 300+ leading private equity firms

Associate, Strategic Finance

Employer: Accordion Partners, LLC

Job location: New York, NY, and employee may telecommute from any location in the US

  • Perform complex financial analysis, and modeling; and provide complex financial strategies and alternatives, using corporate valuation methodologies.
  • Specific duties include:
    • Prepare complex finance projects using complex financial planning and executing operational diligence, merger integration and carve-out finance initiatives, for clients;
    • Analyze financial data availability and reliability, and design a structured financial process to aggregate relevant data sets that will serve as the foundation of all future financial reporting;
    • Analyze financial business drivers, verify KPIs, and establish a single source of numerical truth via monthly reporting packages in collaboration with the CFO, Sponsor, and Operating team;
    • Develop a financial reporting cadence and automated processes that combine sound data flows and insightful KPIs to generate a monthly Board and management reporting packages;
    • Assist in training the client teams to run and own financial process flows and financial forecast analysis tools;
    • Prepare a diagnostic financial deep dive to identify anecdotes, root causes, and key corrective themes in the existing budgeting and financial forecasting processes;
    • Prepare comprehensive budget plan and financial process in partnership with client teams including, FP&A, sales, operations, and senior leadership teams;
    • Prepare, build out, and maintain 13-week cash flow forecasts by coordinating with the relevant departments;
    • Utilize PowerQuery and PowerPivot for financial structuring, analyzing, and modeling data within Excel.
    • Deliver financial reports for client’s CFO, FP&A team and other relevant stakeholders;
    • Design and develop a singular finance function that can serve all three businesses; including headcount, budget, and specific roles and responsibilities for each member of the team;
    • Select and implement a robust ERP solution which meets the needs of the newly combined business for the client; and Build financial analytical tools, and create template reporting.  


  • Master’s degree (or foreign equivalent) in Finance, Accounting, Economics, or a related quantitative field, followed by 2 years of experience in private equity, investment banking or financial consulting. In the alternative, the employer will accept a Bachelor's degree (or foreign equivalent) in Finance, Accounting, Economics, or a related quantitative field followed by 5 years of experience in private equity, investment banking or financial consulting.
  • Domestic travel required up to approximately 40% of time, to various client sites.
  • Experience must include the following, which may be gained concurrently:
    • 2 years of experience in corporate finance, including designing quantitative–driven modeling, and performing quantitative analytics and financial analysis;
    • 2 years of experience utilizing corporate valuation methodologies and preparing financial models for target companies;
    • 2 years of experience in preparing operational and forecasting models, analyzing business drivers and KPIs for target companies;
    • 2 years of experience preparing and delivering financial strategies, drafting descriptive information memoranda, and presenting to C-level internal and client audiences;
    • 2 years of experience in corporate development, investment strategy, capital structure, and transaction execution process;
    • 2 years of experience performing in-depth industry research and conducting due diligence of industry and companies;
    • 2 years of experience using data analytical tools (CRM, BI) and information technology applications in project and client management process; 
    • and 2 years of experience in training and advising key stakeholders and C-level audiences to enhance business strategy and operational process.

Salary: $173,555 - $185,000/year. Apply online at Reference: #FC24


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Company Overview
In 2009, Accordion set out to prove that there was a better way to work in finance – and more specifically, a better way to unlock value potential in private equity portfolio companies. In the years since, our firm has grown into a bi-coastal team of 1000+ finance and technology professionals, serving nearly 300 of the world’s leading private equity firms out of offices in Atlanta, Boston, Charlotte, Chicago, Dallas, London, Los Angeles, New York, and San Francisco.

Our mission is to shape a new era in the private equity industry. Focusing exclusively on the office of the CFO of PE-backed companies, we’re committed to driving value creation through financial consulting services and portfolio operations technology.

So, what does it mean to work at Accordion? It means thriving in a high-growth, agile, and collaborative environment. It means changing the way private equity firms create value at their portfolio companies. And ultimately, it means making your mark on the firm’s future – by embracing a culture rooted in humility and a firm-wide commitment to building something great, together. Join us!