Finance & Strategy, Associate

Accordion; United States; Hybrid; USD 100,000 - 140,000; Full time

Job summary

Accordion seeks a Finance & Strategy Associate to join our internal Finance team, focusing on strategic growth, organic and inorganic. This role reports to the VP of Finance and collaborates with Executive Leadership and cross-functional teams including Business Development, Consulting Ops, HR, and Marketing.

Based in New York, this hybrid role requires local presence with the ability to work remotely 2-3 days a week, leveraging data to drive value for sponsors and portfolio companies.

Qualifications

• Bachelor’s degree in business, finance or economics required.
• Minimum 2 years’ experience in private equity and/or investment banking.
• Advanced Excel with financial modeling and data analysis.
• Strong ability to analyze income, balance sheet, and cash flow statements.
• Experience with large datasets; BI tools a plus.

Responsibilities

• Inform strategic decisions on growth, new lines, and acquisitions.
• Analyze financial and operational KPIs to yield actionable insights.
• Support annual budget process with financial modeling.
• Prepare and improve reports for management and the board.
• Partner with practice leaders by providing data and insights.
• Model cash flow and debt covenants to manage liquidity.
• Handle ad-hoc analytical requests for Finance and other areas.

Skills

Private equity experience

Financial modeling

Data analysis

Advanced Excel

Strong communication

Leadership

Team player

Mentoring others

Education

Bachelor's degree in business, finance or economics

Tools

Power BI

Tableau

Looker

Job 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.

Role Overview

Accordion is seeking a Finance & Strategy Associate to join our growing internal Finance team, with a focus on the company’s strategic growth, both organic and inorganic. This new hire will report to the VP of Finance and be deeply involved in the strategic planning and operational initiatives of the company. In addition, this person will work closely with the firm’s Executive Leadership, cross-functionally with other areas of business operations (Business Development, Consulting Ops, HR, Marketing), and with the firm’s consulting practice leaders. You will play a key role in developing the insights driving the continued high growth of Accordion and have a chance to leave your mark on Accordion’s continued evolution.

This position must be based in our New York office and is a hybrid role. Candidates will need to be local to the area with the flexibility to work remotely 2-3 days a week, blending the best of both worlds for efficiency and collaboration.

What You’ll Do:

• Provide the analysis to inform key strategic decisions about growth, including potential business line expansions, acquisitions, and other growth opportunities.
• Analyze current and past trends in financial and operational key performance indicators and provide actionable insights.
• Support the annual budget process through financial modeling, development of assumptions and coordination with practice leaders and other members of management.
• Manage the preparation and continued improvement of financial and operating reports for management and the board of directors.
• Act as a business partner to support practice leaders by providing data, analysis, and insights.
• Help to manage the company’s liquidity through preparation of cash flow forecasts and modeling of debt covenants.
• Complete ad-hoc analytical requests to support both Finance and other areas of the company.

You Have:

• A Bachelor’s degree in business, finance or economics.
• Minimum of 2 years of experience in private equity and/or investment banking
• Advanced Excel skills, with a focus on financial modeling and data analysis.
• A high comfort level analyzing and modeling income, balance sheet, and cash flow statements.
• Demonstrated good judgement, you take initiative, and seek guidance when needed in order to advance your projects.
• Experience and interest in working with large datasets. If you also have experience with Business Intelligence packages (Power BI, Tableau, Looker, etc.) it is a plus but not a requirement.
• Strong quantitative skills, highly organized, and have extreme attention to detail.
• A moral compass; high integrity is non-negotiable.
• Drive and are motivated and adhere to the highest professional standards in working with clients and colleagues.

You Are:

• A self-starter with a strong work ethic
• A leader of others; you lead by example
• A strong team player, able to work with team members across all levels
• Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
• Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing).
• Excited to be part of a growing team, with a focus on driving future growth
• Full of entrepreneurial spirit and comfortable in a fluid, flat organization
• Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies
• Passionate about delivering exceptional client service
• Someone who enjoys mentoring others and doing meaningful work

The annual salary for this role ranges from: $100,000 to $140,000 benefits bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.

THIS POSTING IS FOR A CURRENT VACANCY AND THE EMPLOYER INTENDS TO FILL THIS POSITION BY October 24, 2026.

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.

Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

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