Associate, Transformation

Company Overview

We are thebetterway to work in finance. As private equity’svalue 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 alongside1,600+ finance & technology experts in a supportive, collaborative environment.

Backed by premier private equity firms and headquartered in New York with 11 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.

With the increase in complexity of the business environment and transactions, CFOs of private equity backed companies are increasingly looking to drive strategic insights for their business. Finance organizations are no longer simply result reporters, but rather, they are responsible for analyzing results to provide the strategic insights that inform business decisions. Process efficiencies and meaningful control environments accelerate financial reporting with increasingly accurate measures, leaving more time for the finance team to add future enterprise value.

Accordion’s Finance Transformation Practice is comprised of a dedicated team providing strategic advisory and hands‑on execution expertise to support PE‑backed portfolio companies on a wide range of post‑transaction and transformational events, including profitability improvements, finance process optimization, liquidity enhancements, revenue cycle management and technology / AI enablement. We are doers and problem solvers – making sense of complexity and creating enterprise value for the portfolio company.

This role can be based in any of our US office locations and is a hybrid role with the flexibility to work remotely 2 days a week, blending the best of both worlds for efficiency and collaboration. Ideal candidates should be local to the desired location.

This position is not eligible for immigration sponsorship.

• Support finance function diagnostics: assessing an organization’s people, process and technology to come up with recommendations and a value-creation roadmap
• Design and execute process enhancements across any of the following process areas: lead-to-cash, source-to-pay, record-to-report and FP&A
• Collaborate on the design of future state operating platforms (organization structure, finance processes, technology stack)
• Develop implementation plans for initiatives on a strategic roadmap, supported by quantified benefits/value and qualitative substantiation
• Support execution of technology optimizations, drive process automation (within ERPs or leveraging bespoke technologies and AI)
• Support Transformation Directors in driving transformation programs governance to support multi-workstream engagements
• Support coordination of change management across multiple functions and work streams
• Determine and measure the ROI of improvement initiatives, identifying risks and supporting mitigation strategies to support successful realization targeted benefits
• Bring financial expertise and leading practices to engagements
• Work in a multi-workstream transformation environment at a single client, while supporting internal firm initiatives and client proposals
• Interact and build relationships with client personnel and broader Accordion team members
• Assist in growing the firm taking active roles on business development activities – supporting creation of proposals and other BD activities
• Actively seek opportunities to support internal firm initiatives to enhance our ability to serve clients and continually improve our internal capabilities
• Travel to client site as needed

• Minimum 3+ years of relevant professional experience working in a client serving role at a top‑tier public accounting or financial advisory firm, and/or mix of client service and private industry experience at a senior level
• Bachelor's degree in Accounting, Finance or related field. MBA is a plus
• Proven experience supporting…