Transaction Execution Services, Director - Finance IT
Accordion Partners
 New York, NY

Company Overview

In 2009, Accordion set out to prove that there was a better way to work in finance – and more specifically, a better way to unlock value potential in private equity portfolio companies. In the years since, our firm has grown into a bi-coastal team of 150+ finance professionals, serving approximately 200 of the world’s leading private equity firms out of offices in New York, San Francisco, Boston, Dallas and Charlotte. 

Our mission is to shape a new era in the private equity industry. Focusing exclusively on the office of the CFO of PE-backed companies, we’re committed to driving value creation through financial consulting services and portfolio operations technology. 

So, what does it mean to work at Accordion? It means thriving in a high-growth, agile, and collaborative environment. It means changing the way private equity firms create value at their portfolio companies. And ultimately, it means making your mark on the firm’s future – by embracing a culture rooted in humility and a firm-wide commitment to building something great, together. 


Transaction Execution Services

Our Transaction Execution Services 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, acquisition merger & integration, carve-outs (stand-alone and integrated), sale preparation and IPO preparation.

The team combines IMO / SMO and project management expertise with deep Finance & Accounting and Private Equity knowledge across the full spectrum of the deal life-cycle from pre-deal diligence, operational interdependencies and synergy reviews to 'Day 1' readiness planning and post close implementation all the way through sell side readiness (sale preparation) and IPO readiness. 


What you’ll do

  • Lead client teams 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

    • Interdependencies identification

    • Executive/sponsor reporting


  • Lead the IMO/SMO, and/or Finance workstream, including development of functional integration and carve-out plans and execution activities, with heavy focus on cross-functional interdependencies by:

  • Ensuring all necessary functional activities are coordinated and completed in a timely, effective and efficient manner

  • Within the Finance workstream
    • Preparing financial statements, pro forma financial statements, and financial restatements typically in connection with acquisitions, carve-outs, restatements and proposed sale transactions

    • Establishing or integrating financial and business processes

    • Working closely with clients in the preparation and issuance of written finance and accounting policies and procedures

    • Conducting reporting process improvement reviews to increase financial reporting accuracy


  • Assist companies preparing for a sale to strategic and financial buyers by:

  • Working closely with third parties constituents including board members, C-level executives, investment bankers, QoE providers and others to provide overall project and team management leadership including:
    • Data room population

    • Preparation of supporting analysis and schedules

    • Responding to ongoing diligence requests

    • Coordinating timelines, schedules and work streams to ensure a smooth transaction


  • Develop presentations for client proposals and thought leadership materials

  • Contribute to the refinement of existing sells side readiness, merger integration and carve-out approaches, checklists and deliverables

  • Mentor/coach our people


 What you’ll need

  • 10-12+ years of professional experience, specializing in diligence, merger integration, carve-outs, business transformation and change management

  • Functional expertise in at least one or more of the following:

    • Finance & Accounting

    • Information Technology

    • Human Resources

    • Communications planning

    • Supply Chain


  • 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

  • IMO / SMO / PMO experience

  • Drive and grit

  • Willingness to get your hands dirty in the details of a project while simultaneously seeing the whole picture

  • Comfort managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)

  • Entrepreneurial spirit and comfort in a fluid, flat organization

  • Private industry experience preferred

  • Prior experience serving interim or permanent finance roles (i.e. VP Finance, Controller or CFO) helpful but not required

  • MBA preferred

  • Willing to travel according to client needs



Accordion Partners 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.