Accordion Partners, LLC logo

Associate, Exit Planning and Transaction Support

Job Overview

Location

Boston; Chicago; Dallas; New York

Job Type

Full-time

Category

Data Science

Date Posted

June 20, 2026

Full Job Description

đź“‹ Description

  • • Work with company management, private equity deal and operating teams, investment bankers, and third parties to develop equity stories and go-to-market materials for transaction preparation
  • • Utilize Excel, Power BI, Power Query, and Power Pivot to perform granular financial, operational, and business segment analyses on complex datasets
  • • Analyze, quantify, and validate deal-related assumptions including synergies, add-backs, and pro-forma financial statements to support valuation and exit planning
  • • Manage and support the development and population of investor-ready data rooms for M&A transactions
  • • Respond to due diligence inquiries from private equity sponsors and strategic corporate buyers during the sale process
  • • Collaborate with CFOs and their finance teams to enhance financial reporting, KPI tracking, and forecasting capabilities in preparation for an exit
  • • Lead or support end-to-end transaction projects including historical financial reporting, 5-year financial modeling, and identification of realized and potential value creation initiatives
  • • Travel to client sites as required to support on-site transaction activities and client engagements
  • • Serve as an extension of the client’s CFO office during sell-side processes, providing transaction-specific advisory and execution support
  • • Develop and apply playbooks and best practices for acquisition strategies across platform companies, add-ons, and carve-outs
  • • Present data-driven insights in clear, succinct, and comprehensive reports, presentations, and memos to internal teams and external stakeholders
  • • Work within a lean, cross-functional team structure to manage multiple complex workstreams while maintaining focus on individual deliverables
  • • Maintain the highest professional standards in client interactions, data integrity, and project execution under tight deadlines
  • • Contribute to team growth by mentoring junior colleagues and sharing knowledge across transaction engagements
  • • Adapt to a fluid, entrepreneurial environment with a flat organizational structure and high expectations for initiative and ownership

🎯 Requirements

  • • 3 to 5 years of experience in investment banking, private equity, or quality of earnings
  • • Proven ability to leverage Excel to manage, simplify, analyze, and present large and complex financial datasets
  • • Experience with Business Intelligence tools (Power BI, Power Query, Power Pivot)
  • • Strong quantitative skills and advanced financial modeling expertise, particularly in corporate valuation
  • • Transactional finance experience with understanding of operational finance
  • • Bachelor’s degree in Finance, Accounting, or Economics

🏖️ Benefits

  • • Annual salary range of $120,000 to $170,000 plus bonus
  • • Hybrid work model with flexibility to work remotely 2 days per week
  • • Opportunity to work with premier private equity firms and 1,600+ finance and technology experts
  • • Exposure to end-to-end M&A transactions across platform companies, add-ons, and carve-outs
  • • Professional growth in a high-growth, entrepreneurial firm with global presence
  • • Inclusive, collaborative culture focused on mentorship and meaningful work

Skills & Technologies

Junior
Remote
Degree Required

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Accordion Partners, LLC logo
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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