Transactions, Associate
Accordion, New York, NY, United States
What You’ll Do
Support client teams and larger, more complex projects in planning and executing operational diligence, merger integration and carve‑out initiatives, to include:
Day 1 readiness
TSA development and operationalization
100‑day plans
Synergy identification and model development
Program and workstream‑level project management
Executive/sponsor reporting
Depending on the size of the engagement, support or lead the IMO/SMO, including development of functional integration and carve‑out plans and execution activities, with heavy focus on cross‑functional interdependencies.
Facilitating due diligence meetings focused on identifying operational and technology strategy, organizational structures, current state business processes, and enabling technology
Understand client strategy and investment priorities and embed those in our engagement deliverables
Assist with the development of presentations for client proposals and thought leadership materials
Drive the development and enhancement of Accordion’s M&A methodologies (diligence, merger integration, carve‑out, etc.) and approaches to client delivery
Mentor and coach our consultants
Travel to client site as needed
You Have
Minimum of 2+ years of professional experience working in operational/commercial diligence, merger integration, carve‑outs, business transformation and change management
Functional expertise in a variety of areas and in at least two or more of the following:
Finance & Accounting
Information Technology
Human Resources
Supply Chain
Commercial / Sales & Marketing
Consulting firm / industry experience preferred
IMO/SMO/PMO experience required
Outstanding written and verbal communication skills to influence both internal and external relationships
Superior problem‑solving and analytical skills that can be utilized to translate disparate data into meaningful insights for our clients
Private industry experience preferred
Prior experience serving interim or permanent finance roles (i.e. VP Finance, Controller or CFO) helpful but not required
You Are
Excited to be part of a growing team, with a focus on driving future growth
Passionate about delivering exceptional client service
Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies, particularly within the office of the CFO
Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)
A self‑starter with a strong work ethic
Full of entrepreneurial spirit and comfortable in a fluid, flat organization
Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
A team player, able to work with team members across all levels
Someone who enjoys mentoring others and doing meaningful work
A leader of others; you lead by example
The annual salary for this role ranges from $121,000 to $175,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, education, certifications, cost of labor and internal equity.
Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
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Support client teams and larger, more complex projects in planning and executing operational diligence, merger integration and carve‑out initiatives, to include:
Day 1 readiness
TSA development and operationalization
100‑day plans
Synergy identification and model development
Program and workstream‑level project management
Executive/sponsor reporting
Depending on the size of the engagement, support or lead the IMO/SMO, including development of functional integration and carve‑out plans and execution activities, with heavy focus on cross‑functional interdependencies.
Facilitating due diligence meetings focused on identifying operational and technology strategy, organizational structures, current state business processes, and enabling technology
Understand client strategy and investment priorities and embed those in our engagement deliverables
Assist with the development of presentations for client proposals and thought leadership materials
Drive the development and enhancement of Accordion’s M&A methodologies (diligence, merger integration, carve‑out, etc.) and approaches to client delivery
Mentor and coach our consultants
Travel to client site as needed
You Have
Minimum of 2+ years of professional experience working in operational/commercial diligence, merger integration, carve‑outs, business transformation and change management
Functional expertise in a variety of areas and in at least two or more of the following:
Finance & Accounting
Information Technology
Human Resources
Supply Chain
Commercial / Sales & Marketing
Consulting firm / industry experience preferred
IMO/SMO/PMO experience required
Outstanding written and verbal communication skills to influence both internal and external relationships
Superior problem‑solving and analytical skills that can be utilized to translate disparate data into meaningful insights for our clients
Private industry experience preferred
Prior experience serving interim or permanent finance roles (i.e. VP Finance, Controller or CFO) helpful but not required
You Are
Excited to be part of a growing team, with a focus on driving future growth
Passionate about delivering exceptional client service
Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies, particularly within the office of the CFO
Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)
A self‑starter with a strong work ethic
Full of entrepreneurial spirit and comfortable in a fluid, flat organization
Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
A team player, able to work with team members across all levels
Someone who enjoys mentoring others and doing meaningful work
A leader of others; you lead by example
The annual salary for this role ranges from $121,000 to $175,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, education, certifications, cost of labor and internal equity.
Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
#J-18808-Ljbffr