accordion

Associate

Apply Now

At a Glance

Location
Boston Chicago Dallas New York
Experience
3+ years
Compensation
ry for this role ranges from: $112,500 to $160,000 + benefits + bonus. Actual co
Posted
2026-02-09T16:08:44-05:00

Key Requirements

Required Skills

Excel

Domain Knowledge

  • Accounting
  • Finance

Requirements

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

Minimum 3 years of experience at a top tier private equity firm, investment bank, and/or consulting firm

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

Proven ability to leverage Excel and other tools (e.g. PowerBI) to manage, simplify, analyze, and present large and complex datasets

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

Responsibilities

As an Associate on a lean, cross-functional team, you will work collaboratively with a diverse set of colleagues with backgrounds in private equity, investment banking, FP&A, Big 4, and financial controllership, to identify and rectify issues across a broad range of scenarios. The following representative engagements are emblematic of the type of work you will do as an Associate at Accordion.

A financial services company recently emerged from bankruptcy and underwent changes in ownership. They need additional visibility into company-wide financial and operational performance. You are brought in to:

Determine data availability and reliability and design a structured process to aggregate relevant data sets that will serve as the foundation of all future reporting

Work with the CFO, PE sponsor, and operating team to understand business drivers, verify KPIs, and establish a single source of numerical truth via monthly reporting packages

Develop a reporting cadence and automated processes that combine sound data flows and insightful KPIs to generate monthly Board and management reporting packages

Train the existing FP&A team to run and own process flows and forecast analysis tools

About the Company

We are the better way to work in finance. As private equity’s value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value—supporting the office of the CFO to drive end-to-end value creation.

If you crave challenging work and are looking to grow, come solve complex issues alongside 1,400+ finance & technology experts in a supportive, collaborative environment.

Backed by premier private equity firms and headquartered in New York with 10 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark.