Associate, Exit Planning and Transaction Support

Accordion - New York, NY

Hiring: Associate, Exit Planning and Transaction Support Company: Accordion Location: New York, NY Job Posted Time: 2026-09-10 11:15:15 Employment Type: Hybrid Target Skills & Keywords : Microsoft Excel, SaaS, Segment About the job Experience: •3 to 5 years of experience in investment banking, private equity, or quality of earnings. •3 to 5 years of experience in investment banking, private equity, or quality of earnings •5 years of experience in investment banking, private equity, or quality of earnings. •5 years of experience in investment banking, private equity, or quality of earnings Required Skills: •As an Associate on a lean, cross-functional team, you will work collaboratively with a diverse set of colleagues to guide clients through a variety of transaction-related projects focused on preparing companies for sale and supporting them throughout the deal process. Qualifications: •Required background of 3 to 5 years of experience in investment banking, private equity, or quality of earnings •Proven ability to leverage Excel and other tools to manage, simplify, analyze, and present large and complex datasets •High attention to detail and advanced quantitative skills, especially as it relates to financial modeling and corporate valuation •Transactional finance experience, as well as an understanding of operational finance •Prior experience preparing reports, presentations, and memos; ability to present data-driven insights in a clear, succinct, and comprehensive manner •Strong drive and motivation, adhering to the highest professional standards in working with clients and colleagues •An ability to work collaboratively and independently in a team-oriented environment, understanding how to take initiative and seek guidance when needed in order to advance your projects •Bachelor's degree in Finance, Accounting, or Economics; MBA is a plus •Excited to be part of a growing team, with a focus on driving future growth •Passionate about delivering exceptional client service Compensation: •$120,000 - $170,000 / year •Flexible work environment (work from home / hybrid options) •As private equity’s value creation partner, we sit at the heart of PE—where sponsors and CFOs meet Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!