Associate

Accordion Partners, LLC

Job Overview

Location

Boston; Chicago; Dallas; New York

Job Type

Full-time

Full Job Description

📋 Description

• Work as an Associate on lean, cross-functional teams alongside finance and technology experts to identify and resolve complex financial and operational challenges for private equity-backed portfolio companies.
• Design structured processes to aggregate, validate, and standardize financial and operational data sets to establish a single source of truth for reporting and decision-making.
• Collaborate directly with CFOs, private equity sponsors, and operating teams to define key performance indicators (KPIs), verify business drivers, and develop monthly Board and management reporting packages.
• Build and automate financial reporting workflows using Excel, PowerQuery, and PowerPivot to transform complex datasets into user-friendly, actionable insights for non-technical stakeholders.
• Develop and implement 13-week cash flow forecasts by coordinating across departments including sales, operations, and finance to support strategic decision-making.
• Lead the design and integration of a unified finance function following corporate acquisitions, including defining headcount, roles, responsibilities, and reporting structures across consolidated entities.
• Select, implement, and train teams on ERP systems tailored to the needs of newly combined businesses post-acquisition.
• Create detailed, week-by-week training plans for finance team members to ensure sustainable ownership of new processes and tools.
• Build analytical tools and standardized reporting templates to enhance financial visibility, planning accuracy, and business partnering capabilities.
• Deliver data-driven insights through clear, concise presentations, memos, and reports that align with the rigor and pace of private equity environments.
• Mentor and train existing FP&A teams to independently manage newly implemented processes, forecasting tools, and reporting cadences.
• Conduct diagnostic deep dives into budgeting and forecasting processes to uncover root causes of inefficiencies and recommend corrective actions.
• Operate in a hybrid model with flexibility to work remotely two days per week, based in Boston, Chicago, Dallas, or New York City office locations.
• Manage multiple complex workstreams simultaneously while maintaining focus on individual project deliverables, balancing hands-on execution with project leadership responsibilities.
• Engage directly with clients across diverse industries including financial services, higher education, and post-acquisition consolidated enterprises.
• Maintain the highest professional standards in client interactions, data integrity, and deliverable quality under tight deadlines.
• Contribute to a collaborative, flat organizational culture that values initiative, entrepreneurial spirit, and continuous growth.

🎯 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 in financial modeling and corporate valuation
• Proven ability to leverage Excel, PowerQuery, PowerPivot, and other tools to manage, analyze, and present large, complex datasets
• Transactional finance experience and understanding of operational finance
• Prior experience preparing reports, presentations, and memos with clear, succinct, data-driven insights

🏖️ Benefits

• Annual salary range of $112,500 to $160,000 + bonus
• Hybrid work model with flexibility to work remotely two days per week
• Opportunity to work with 1,600+ finance and technology experts across 11 global offices
• Exposure to high-impact projects with private equity sponsors and portfolio company CFOs
• Mentorship and professional development in a collaborative, entrepreneurial environment
• Equal opportunity employer committed to diversity, equity, and inclusion

Skills & Technologies

Junior

Remote

Degree Required

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Accordion Partners, LLC

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About Accordion Partners, LLC

Accordion Partners is a private equity-focused financial consulting firm providing portfolio company value creation services. It delivers interim management, financial planning & analysis, operational improvement, and transaction support to middle-market PE-backed businesses across North America. Founded by ex-Bain and Deloitte professionals, the company embeds senior-level talent within client organizations to accelerate EBITDA growth, optimize cash flow, and prepare assets for exit. Services span strategic finance, accounting, treasury, pricing, supply chain, and M&A integration, delivered through a flexible staffing model that scales with deal timelines and investment horizons.

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