Associate, Transformation

Accordion Partners, LLC

Job Overview

Location

Dallas

Job Type

Full-time

Full Job Description

📋 Description

• Support finance function diagnostics by assessing clients’ people, processes, and technology to develop value-creation roadmaps for private equity portfolio companies.
• Design and execute process enhancements across key finance areas including lead-to-cash, source-to-pay, record-to-report, and FP&A.
• Collaborate on designing future-state operating platforms encompassing organization structure, finance processes, and technology stack.
• Develop implementation plans for strategic initiatives with quantified benefits and qualitative substantiation to drive measurable outcomes.
• Support execution of technology optimizations and process automation within ERPs or through bespoke technologies and AI solutions.
• Assist Transformation Directors in governing multi-workstream transformation programs to ensure alignment and timely delivery.
• Coordinate change management efforts across multiple functions and workstreams to enable successful adoption of new processes and systems.
• Determine and measure ROI of improvement initiatives, identifying risks and supporting mitigation strategies to realize targeted benefits.
• Apply financial expertise and industry best practices to engagements focused on professionalizing the finance function.
• Work within multi-workstream transformation environments at single clients while contributing to internal firm initiatives and client proposals.
• Build and maintain relationships with client personnel and internal Accordion team members across all levels.
• Actively participate in business development activities, including supporting proposal creation and client engagement initiatives.
• Contribute to internal firm initiatives aimed at enhancing client service capabilities and improving operational effectiveness.
• Travel to client sites as required to support on-site engagements and deliver hands-on transformation services.
• Bring a client service mindset to every interaction, ensuring high-quality delivery and exceptional client experiences.
• Balance detailed project execution with strategic oversight, managing time effectively across complex, multi-faceted assignments.

🎯 Requirements

• Minimum 3+ years of relevant professional experience in a client-serving role at a top-tier public accounting or financial advisory firm, or a mix of client service and private industry experience at a senior level
• Bachelor’s degree in Accounting, Finance, or a related field; MBA is a plus
• Proven experience supporting transformational engagements with ownership over workstream tasks and deliverables
• Knowledge and experience in finance processes including lead-to-cash, source-to-pay, record-to-report, and FP&A
• Experience designing and implementing strategies, processes, and technology to increase effectiveness, reduce costs, and improve enterprise value
• Experience enabling financial processes with finance automation and technology deployment

🏖️ Benefits

• Annual salary range of $106,250 to $160,000 USD plus bonus
• Hybrid work model with flexibility to work remotely 2 days per week
• Opportunity to work alongside 1,600+ finance and technology experts in a collaborative environment
• Exposure to premier private equity firms and high-impact transformation projects
• Career growth within a high-growth, entrepreneurial firm
• Inclusive, flat organizational culture with mentorship and leadership development opportunities

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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