Transactions, Associate

Accordion; New York (NY); On-site; USD 121,000 - 175,000; Full time

Job summary

A consulting firm is seeking candidates for a role focused on operational diligence and merger integration. Responsibilities include supporting client teams, leading integration processes, and mentoring junior staff. The ideal candidate will have a minimum of 2 years' experience in relevant fields and possess strong problem-solving and communication skills. The position offers an annual salary between $121,000 and $175,000 plus benefits and bonuses, along with a focus on exceptional client service.

Qualifications

• Minimum of 2+ years of experience in operational/commercial diligence and merger integration.
• Outstanding written and verbal communication skills.
• Superior problem-solving and analytical skills.

Responsibilities

• Support clients in operational diligence and merger integration.
• Lead meetings focused on operational and technology strategy.
• Mentor and coach junior consultants.

Skills

Operational/commercial diligence

Merger integration

Change management

Problem-solving

Communication skills

Job description

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.