Finance & Strategy, Associate

Reposted Yesterday
New York, NY, USA
In-Office
100K-140K Annually
Junior
Consulting
The Role
Support strategic growth by providing financial and operational analysis, building financial models and forecasts, managing budgeting and reporting for management and the board, partnering with practice leaders, and completing ad-hoc analyses to inform acquisitions, expansions, cash management, and other strategic initiatives.
Summary Generated by Built In
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: $110,000 to $150,000 + 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.

#LI-VL1

Skills Required

  • 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 focus on financial modeling and data analysis
  • Comfort analyzing and modeling income statement, balance sheet, and cash flow statements
  • Experience and interest in working with large datasets
  • Experience with Business Intelligence packages (Power BI, Tableau, Looker)
  • Strong quantitative skills, highly organized, extreme attention to detail
  • High integrity and professional standards
  • Ability to communicate complex issues effectively and manage multiple workstreams
  • Must be based in New York office and local to the area (hybrid: 2-3 days remote allowed)

Accordion Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Accordion and has not been reviewed or approved by Accordion.

  • Fair & Transparent Compensation Pay is considered competitive for many U.S. roles, and compensation is often described as good despite sitting below top‑tier consulting levels. Salary ranges vary by role and location but remain generally aligned with market expectations.
  • Healthcare Strength Health coverage is described as comprehensive with multiple plan options and strong employer support. Medical benefits are consistently highlighted as a core strength of the package.
  • Leave & Time Off Breadth Policies emphasize flexible or robust leave, including PTO, paid holidays, and accommodations around maternity and related requests. Structured provisions support time away, with flexible or “unlimited” PTO referenced in recent years.

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The Company
HQ: New York, NY
342 Employees
Year Founded: 2009

What We Do

Accordion is the go-to partner to the private equity community – driving value creation through financial consulting services and portfolio operations technology. As the only firm focused exclusively within the Office of the CFO, our consultants work alongside Sponsor management teams to support initiatives across the entire finance function. While our engagements span all industries and sizes, our focus is consistent: flawless execution. We’ve channeled years of execution and insight into portfolio operations best practices to develop Maestro – the first technology platform designed to institutionalize a private equity firm’s approach to value creation. To put it simply, we’re more than a consulting firm; we’re shaping a new era in private equity.

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