Transactions, Associate
Accordion
| Company | Accordion |
| Category | Finance |
| Location | Dallas; New York |
| Remote | On-site (inferred) |
| Employment | Not stated |
| Level | Entry |
| Salary | Not stated by the employer |
| Posted | 14 Jan 2026 |
| Last verified | 31 Jul 2026 |
| Source | Employer career page (greenhouse) |
Description
Company Overview
We are the better way to work in finance. As private equity’s value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value—supporting the office of the CFO to drive end-to-end value creation.
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.
Backed by premier private equity firms and headquartered in New York with 11 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark.
Practice Overview
Our Transactions group brings a methodical and action-oriented approach to identify and create value for our clients. We provide private equity buyers and sellers with a broad continuum of knowledge and tools for diligence, merger planning and post-merger integration, and carve-out support (stand-alone and integrated).
The team combines Integration Management Office (IMO) / Separation Management Office (SMO) expertise with deep Finance & Accounting, Data & Analytics, Operational and Private Equity knowledge across a range of engagements, including pre-deal (e.g. synergy and carve-out diligence) and post-deal (e.g. integration planning, execution and tracking).
As an Associate, you will be a vital member of the team executing M&A projects, focused on the CFO agenda and Finance function. You'll execute and manage projects across sectors, supporting our client service team in developing and executing strategies for transactions.
This role will be based in our NYC or Dallas office locations and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location.
This position is not eligible for immigration sponsorship.
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 by:
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
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