Associate #SB

Employer:

Accordion Partners, LLC

Job location:

New York, NY

• Develop detailed financial models to support M&A transactions, including merger models, synergy analysis, and valuation scenarios.
• Analyze financial and operational data, identify key business drivers, and create supporting schedules and projections.
• Prepare 5-year financial forecasts and scenario models, including historical trending Income Statement, detailed analysis on revenue, operating expenses, and margin by segment / geography.
• Collaborate with CFOs and executive teams to coordinate and respond to due diligence requests from buyers and advisors.
• Work with company management, private equity deal and operating teams, investment bankers, and other third parties to support transaction execution and corporate development activities.
• Use Excel and business intelligence tools (e.g., Power BI, Tableau, Power Query) to prepare profitability and KPI dashboards.
• Manage population and organization of investor‑ready data rooms, including coordination across departments.
• Support the development of equity story and other go‑to‑market materials, including investment cases and deal memoranda for key stakeholders.

• Master’s degree (US or foreign equivalent) in Business Administration, Finance, Accounting, Economics, or a related field and three (3) years of experience in the position offered or in a related role OR Bachelor’s degree (US or foreign equivalent) in Business Administration, Finance, Accounting, Economics, or a related field and five (5) years of experience in the position offered or in a related role.
• All of the required experience must have included experience with:
  • building financial models; working with senior executives and private equity sponsors on M&A transactions, including buy‑side and sell‑side diligence, preparation of marketing materials, and investor outreach; preparing marketing materials for M&A processes, including Confidential Information Memorandums (CIMs), teasers, and management presentations; coordinating buyer outreach and due diligence; managing virtual data rooms for live transactions, ensuring effective information flow; assisting management teams in responding to buyer due diligence requests;
    
    participating in pitches to showcase ideas and gain support; utilizing knowledge of US GAAP, IFRS, and accounting principles to review and analyze financial statements; identifying accounting control weaknesses and recommending improvements to strengthen internal controls, and reporting accuracy; analyzing audited consolidated financial statements for M&A transactions, including intercompany eliminations, goodwill calculation, and purchase price allocation; and using Microsoft Excel for organizing, analyzing, and presenting financial data, including data analysis and schedule preparation
• Position requires domestic travel 25% of the time.
• This role entails hybrid work, with time split between working in our New York, NY office and flexibility to telecommute from another U.S. location.

As set forth in Accordion ’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.