Accordion

Associate, Exit Planning and Transaction Support

Boston; Chicago; Dallas; New York · Exec

Sponsorship not specified$120k-$170kDetected 5 days ago

Data AnalysisFinancial ModelingFinancial AnalysisAccountingExcelValuationM&AFP&ALeadershipMentoringPublic SpeakingFinancial Reporting

About the role

If you crave challenging work and are looking to grow, come solve complex issues alongside 1,600+ finance & technology experts in a supportive, collaborative environment.
Accordion has been engaged to take a leadership role alongside the CFO in the sell-side process.

Utilize both Excel and Business Intelligence tools (PowerBI, Power Query, and Power Pivot) to develop a variety of granular financial, operational, and business segment analyses
Analyze, quantify, and validate deal-related assumptions including synergies, add-backs, and pro-forma financials
Manage and / or support the development and population of an investor-ready data room
The following representative engagement is emblematic of the type of work you'll do as an Associate at Accordion: A PE-owned SaaS company requires sale preparation and related transaction support.
The Accordion team will serve as an extension of the CFO's office to support a sale by responding to requests from investment banks, the executive team, and the sponsor during the preparation process, and to potential buyers during the sale process.
Proven ability to leverage Excel and other tools to manage, simplify, analyze, and present large and complex datasets
Strong drive and motivation, adhering to the highest professional standards in working with clients and colleagues
We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.

This position requires candidates to have 3 to 5 years of experience in investment banking, private equity, or quality of earnings.
Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)

This position is not eligible for immigration sponsorship.
Required background of 3 to 5 years of experience in investment banking, private equity, or quality of earnings
Experience with Business Intelligence tools (PowerBI, Power Query, and Power Pivot) is highly desired
High attention to detail and advanced quantitative skills, especially as it relates to financial modeling and corporate valuation
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
An ability to work collaboratively and independently in a team-oriented environment, understanding how to take initiative and seek guidance when needed in order to advance your projects

$120,000 to $170,000 + benefits + bonus.
Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.

Work with company management, private equity deal and operating teams, investment bankers, and other third parties to support the development of an equity story and other go-to-market materials
Full of entrepreneurial spirit and comfortable in a fluid, flat organization

This listing is sourced directly from Accordion's careers page and normalized into a canonical job model.