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Finance & Strategy Associate

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

Company Overview

There’s a better way to work in finance—and more specifically, a better way to unlock value potential in private equity-backed portfolio companies. Working at the intersection of sponsors and management teams across every stage of the investment lifecycle, our team provides hands-on, execution-oriented support to elevate the office of the CFO.

So, what does it mean to work at Accordion? It means joining 1,000+ finance & technology experts in a high-growth, agile, and entrepreneurial environment while changing the way portfolio companies drive value. It also means making your mark on Accordion’s future—by embracing a culture rooted in collaboration and a firm-wide commitment to building something great, together.

Accordion is headquartered in New York City with 11 offices around the globe. Join us!

Role Description

Accordion is seeking a Finance & Strategy Associate to join our growing internal Finance team, with a focus on the company’s strategic growth, both organic and inorganic. This new hire will report to the VP of Finance and be deeply involved in the strategic planning and operational initiatives of the company. In addition, this person will work closely with the firm’s Executive Leadership, cross-functionally with other areas of business operations (Business Development, Consulting Ops, HR, Marketing), and with the firm’s consulting practice leaders. You will play a key role in developing the insights driving the continued high growth of Accordion and have a chance to leave your mark on Accordion’s continued evolution.

This position must be based in our New York office and is a hybrid role. Candidates will need to be local to the area with the flexibility to work remotely 2-3 days a week, blending the best of both worlds for efficiency and collaboration.

What You’ll Do:

  • Provide the analysis to inform key strategic decisions about growth, including potential business line expansions, acquisitions, and other growth opportunities.
  • Analyze current and past trends in financial and operational key performance indicators and provide actionable insights.
  • Support the annual budget process through financial modeling, development of assumptions and coordination with practice leaders and other members of management.
  • Manage the preparation and continued improvement of financial and operating reports for management and the board of directors.
  • Act as a business partner to support practice leaders by providing data, analysis, and insights.
  • Help to manage the company’s liquidity through preparation of cash flow forecasts and modeling of debt covenants.
  • Complete ad-hoc analytical requests to support both Finance and other areas of the company.

Ideally, You Have:

  • A Bachelor's degree in business, finance or economics.
  • Minimum of 2+ years of experience in private equity and/or investment banking.
  • Advanced Excel skills, with a focus on financial modeling and data analysis.
  • A high comfort level analyzing and modeling income, balance sheet, and cash flow statements.
  • Demonstrated good judgement, you take initiative, and seek guidance when needed in order to advance your projects.
  • Experience and interest in working with large datasets. If you also have experience with Business Intelligence packages (Power BI, Tableau, Looker, etc.) it is a plus but not a requirement.
  • Strong quantitative skills, highly organized, and have extreme attention to detail.
  • A moral compass; high integrity is non-negotiable.
  • Drive and are motivated and adhere to the highest professional standards in working with clients and colleagues.

Ideally, You Are:

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

Salary: $140,000 to $155,000 + 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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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, Detroit, Los Angeles, New York, San Francisco, and South Florida.

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!