Transactions Associate

AccordionDallas; New York

Hybrid Full-time $121K/yr - $175K/yr

Clicking Apply Now takes you to AutoApply where you can tailor your resume and apply.

Experience Level

Experience

Qualifications

Qualifications Bachelor's degree in Finance, Accounting, Business Administration, or a related field. Strong analytical and problem-solving skills. Excellent communication and interpersonal abilities. Ability to work collaboratively in a fast-paced, team-oriented environment. Prior experience in finance, mergers and acquisitions, or consulting is a plus.

About the job

At Accordion, we redefine the finance landscape. As a premier partner in value creation for private equity, we facilitate connections between sponsors and CFOs. Leveraging data, cutting-edge technology, and artificial intelligence, we empower our clients to maximize value and support CFO offices in achieving comprehensive value creation.

If you are eager to tackle challenging problems and wish to advance your career, join over 1,400 finance and technology professionals in a nurturing and collaborative atmosphere.

Supported by leading private equity firms and headquartered in New York, with a global presence across ten offices, we are a rapidly growing entrepreneurial firm seeking individuals who aspire to contribute to our vision. Join us and make a significant impact.

Practice Overview

The Transactions group employs a systematic and results-driven strategy to uncover and generate value for our clients. We offer a comprehensive suite of expertise and resources for private equity buyers and sellers, encompassing due diligence, merger planning, post-merger integration, and carve-out support.

Our team merges Integration Management Office (IMO) and Separation Management Office (SMO) proficiencies with extensive knowledge in Finance & Accounting, Data & Analytics, and Operations, covering a variety of engagements, including pre-deal assessments and post-deal execution.

As a Transactions Associate, you will play a crucial role in the execution of M&A projects with a focus on the CFO agenda and Finance functions. You will manage and contribute to projects across various sectors, assisting our client service teams in formulating and implementing transaction strategies.

This position is available in our New York City or Dallas offices and offers a hybrid work model, allowing for remote work two days a week. Ideal candidates should reside near the preferred location.

Please note that this position does not offer immigration sponsorship.

Your Responsibilities:

Assist client teams and larger, more intricate projects in the planning and execution of operational diligence, merger integration, and carve-out initiatives, including:

Day 1 readiness
Transition Service Agreement (TSA) development and operationalization
100-day plans
Synergy identification and model development
Program and workstream-level project management
Reporting to executives and sponsors

Depending on the size of the engagement, contribute to or lead the IMO/SMO, including the formulation of functional integration and carve-out plans and execution activities, with a strong emphasis on cross-functional interdependencies.

About Accordion

Accordion is a leading financial consulting firm focused on private equity, providing innovative solutions and strategic guidance to enhance value creation. With a commitment to excellence and a collaborative culture, we empower our clients to achieve their financial goals.

Similar jobs

Browse all companies, explore by city & role, or SEO search pages. View directory listings: all jobs, search results, location & role pages.

1 - 20 of 208 Jobs

Search for Associate Equity Portfolio Company Advisory

208 results

Select all on this page (20)

Apply

Associate, Equity - Portfolio Company Advisory

Bellwether

Full-time|On-site|Dallas, TX

Bellwether is a premier global advisory firm dedicated to empowering businesses in overcoming their most intricate challenges while enhancing their enterprise value. Our expertise lies in crafting and executing innovative growth strategies in genuine partnership with our clients. By leveraging profound industry knowledge, cutting-edge analytical tools, and e…

Sep 22, 2025

Apply

Associate, Portfolio Management

Bellwether Asset Management

Full-time|On-site|Dallas, TX

Join our dynamic team at Bellwether Asset Management as an Associate in Portfolio Management. In this role, you will play a critical part in analyzing investment opportunities, assisting in portfolio strategy development, and supporting senior management in decision-making processes. Your analytical skills and attention to detail will be essential in ensuring our clients' investments are well-managed and aligned with their financial goals.

Sep 2, 2025

Apply

Portfolio Associate / Asset Manager

KKR & Co. Inc.

Full-time|On-site|Dallas, TX

COMPANY OVERVIEWKKR & Co. Inc. is a premier global investment firm specializing in alternative asset management, capital markets, and comprehensive insurance solutions. Our mission is to deliver attractive investment returns by adhering to a disciplined investment philosophy, leveraging top-tier talent, and fostering growth within our portfolio companies and communities. We manage a diverse array of investment funds focused on private equity, credit, and real assets, alongside strategic partners in hedge fund management. Our insurance subsidiaries offer retirement, life, and reinsurance products, managed under Global Atlantic Financial Group. Please note that references to KKR’s investments encompass activities managed by our sponsored funds and insurance subsidiaries.KKR REAL ESTATE CREDIT AND K-STAR INVESTMENT SERVICES OVERVIEWEstablished in January 2015, KKR Real Estate Credit focuses on investing in real estate credit products, complementing KKR Real Estate’s private equity initiatives. Our team seeks investment opportunities where we can leverage KKR’s esteemed brand, industry expertise, and robust relationships. Currently, KKR Real Estate Credit invests through eight distinct capital vehicles across Direct Lending and Securities portfolios, supported by over 120 dedicated professionals located in New York, San Francisco, Houston, and Dallas.K-Star Asset Management LLC, a wholly owned subsidiary formed in 2022, provides a dedicated investment services platform. It enhances underwriting, asset management, loan origination, securities investing, risk management, and client experience for KKR Real Estate Credit. The K-Star team comprises industry specialists in various functional areas, including special servicing, asset management, due diligence, and loan closing. For more information about K-Star, visit www.ksam.com.POSITION OVERVIEWK-Star is on the lookout for a highly intelligent, analytical, and proactive asset manager to join our Credit Asset Management team. This role involves overseeing and reporting on a diverse portfolio of loans secured by a range of projects, from stabilized to transitional and potentially construction ventures throughout the United States. The ideal candidate will also engage in special projects and assignments that contribute to the platform's growth. A focus on process development and execution is essential, along with strong communication skills and the ability to build effective partnerships across various KKR businesses.

Mar 13, 2026

Apply

Senior Manager – Management Company Accounting (Private Equity Funds)

IQ-EQ

Full-time|On-site|Dallas

We are seeking a dedicated and experienced Senior Manager in Management Company Accounting to join our team at IQ-EQ in Dallas. In this pivotal role, you will oversee the accounting operations specific to private equity funds, ensuring accuracy and compliance with regulatory requirements. You will lead a team of accounting professionals, providing strategic guidance and fostering a collaborative work environment.

May 1, 2026

Apply

Equity Associate at Bellwether | Dallas, TX

Bellwether

Full-time|On-site|Dallas, TX

Bellwether is a prominent global advisory firm committed to helping businesses navigate their most intricate challenges and boost enterprise value. We excel in crafting and implementing innovative growth strategies through genuine partnerships with our clients. By integrating profound industry knowledge, sophisticated analytical skills, and top-tier talent, we deliver value across the entire business lifecycle, from transaction management to operational transformation. With a specialization in managing, analyzing, and reporting on over $40 billion in assets under management (AUM) across diverse real estate-related assets and corporate platforms in North America, Europe, and Asia, Bellwether operates as a privately held entity with offices in Los Angeles, Newport Beach, Salt Lake City, London, and Dallas.Position OverviewAs an Equity Associate, you will play a crucial role in supporting Bellwether's dynamic Asset Management team. This position offers you a unique opportunity to gain hands-on experience with office and retail asset classes through financial modeling, fund-level reporting, and the underwriting of equity investments. You will engage in regular communication with both internal and external stakeholders, providing you exposure to industry leaders within the real estate investment sector.

Feb 25, 2025

Apply

Experienced Associate - Accounting Advisory

Centribusiness Consulting

Full-time|On-site|Dallas, Texas, United States

Join our dynamic team at Centribusiness Consulting as an Experienced Associate in Accounting Advisory. In this pivotal role, you will leverage your accounting expertise to provide strategic advisory services to our diverse clientele. Your analytical skills and attention to detail will be key in identifying financial opportunities and delivering actionable insights.We value innovation and collaboration, and we are committed to fostering a supportive work environment where every team member can thrive.

Mar 4, 2026

Apply

Senior Equity Administrator

harvey

Full-time|On-site|Dallas

Join our dynamic team at Harvey as a Senior Equity Administrator. In this pivotal role, you will be responsible for managing and overseeing the equity administration processes, ensuring compliance with regulatory requirements, and providing exceptional service to our stakeholders. You will play a critical role in the administration of stock option plans, ensuring accurate record-keeping and timely reporting.

Apr 30, 2026

Apply

Director of Equity Accounting

Match Group, Inc.

Full-time|Hybrid|Dallas, Texas

Join our dynamic Accounting team as the Director of Equity Accounting, where you will be the key authority overseeing the comprehensive accounting, valuation, and forecasting of our global equity incentive programs. This pivotal role, based in Dallas, involves acting as a strategic advisor to senior leadership while ensuring that our intricate equity structures are both technically robust and compliant.At Match Group, we empower millions of individuals to find meaningful relationships through our vast array of brands, including Match, Hinge, OkCupid, Plenty of Fish, and many more. With operations in over 190 countries, we are expanding rapidly. Our mission is to ignite connections that change lives. Leveraging behavioral science and machine learning, we delve into the complexities of human relationships with innovative and thoughtful strategies.In the realm of dating, connections begin online, but the real magic unfolds when people meet face-to-face. We believe this principle applies to crafting exceptional platforms, which is why we collaborate in person at our Dallas office three days a week.

Apr 1, 2026

Apply

Experienced Associate in Portfolio Valuations - Energy & Infrastructure

Lincoln International

Full-time|On-site|Chicago, IL; San Francisco, CA; Dallas, TX; Atlanta, GA; New York, NY

Join Lincoln International as an Experienced Associate specializing in Portfolio Valuations within the Energy & Infrastructure sector. This is an exceptional opportunity to leverage your skills in a dynamic environment, contributing to critical financial evaluations and providing insights that drive investment decisions. Your expertise will play a pivotal role in our team's success.

Apr 9, 2026

Apply

Director of IPO Advisory

CrossCountry Consulting

Full-time|On-site|Dallas, TX

At CrossCountry Consulting, we are driven to create a distinctive advisory firm that prioritizes both our clients and our employees. Our Core Values are the foundation of our success, fostering a culture of collaboration, enthusiasm, generosity, and perseverance. We provide comprehensive advisory solutions across accounting and risk, technology-driven transformation, and transactions, enabling our clients to navigate today's challenges while creating lasting value for the future.Our dedication to our team has been recognized through awards such as Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Discover what makes our culture unique by visiting here.As the Director of IPO Advisory within our expanding Accounting Advisory practice, you will become a vital partner to our clients. Leveraging your expertise and insights, you will deliver customized integrated solutions that address current challenges while laying the groundwork for future achievements. Your role encompasses client service delivery, business development, team leadership, and mentoring junior staff, as well as contributing to CrossCountry's leadership team.

Dec 4, 2025

Apply

Credit Portfolio Manager

Flexport

Full-time|On-site|Dallas, Texas, United States

The Credit Portfolio Manager at Flexport focuses on guiding credit strategy and overseeing the credit portfolio. This position is based in Dallas, Texas. Role overview This role centers on balancing risk management with growth. The Credit Portfolio Manager works to ensure that credit risks are controlled while seeking opportunities to improve portfolio results. Key responsibilities Collaborate with teams across the company to assess and evaluate credit risks Develop and refine strategies to strengthen portfolio performance Contribute to business decisions by providing insights on credit matters Collaboration This position involves working closely with colleagues from different departments to support business goals through effective credit management.

Apr 29, 2026

Apply

Transactions Associate

Accordion

Full-time|$121K/yr - $175K/yr|Hybrid|Dallas; New York

Company Overview At Accordion, we redefine the finance landscape. As a premier partner in value creation for private equity, we facilitate connections between sponsors and CFOs. Leveraging data, cutting-edge technology, and artificial intelligence, we empower our clients to maximize value and support CFO offices in achieving comprehensive value creation. If you are eager to tackle challenging problems and wish to advance your career, join over 1,400 finance and technology professionals in a nurturing and collaborative atmosphere. Supported by leading private equity firms and headquartered in New York, with a global presence across ten offices, we are a rapidly growing entrepreneurial firm seeking individuals who aspire to contribute to our vision. Join us and make a significant impact. Practice Overview The Transactions group employs a systematic and results-driven strategy to uncover and generate value for our clients. We offer a comprehensive suite of expertise and resources for private equity buyers and sellers, encompassing due diligence, merger planning, post-merger integration, and carve-out support. Our team merges Integration Management Office (IMO) and Separation Management Office (SMO) proficiencies with extensive knowledge in Finance & Accounting, Data & Analytics, and Operations, covering a variety of engagements, including pre-deal assessments and post-deal execution. As a Transactions Associate, you will play a crucial role in the execution of M&A projects with a focus on the CFO agenda and Finance functions. You will manage and contribute to projects across various sectors, assisting our client service teams in formulating and implementing transaction strategies. This position is available in our New York City or Dallas offices and offers a hybrid work model, allowing for remote work two days a week. Ideal candidates should reside near the preferred location. Please note that this position does not offer immigration sponsorship. Your Responsibilities: Assist client teams and larger, more intricate projects in the planning and execution of operational diligence, merger integration, and carve-out initiatives, including: Day 1 readiness Transition Service Agreement (TSA) development and operationalization 100-day plans Synergy identification and model development Program and workstream-level project management Reporting to executives and sponsors Depending on the size of the engagement, contribute to or lead the IMO/SMO, including the formulation of functional integration and carve-out plans and execution activities, with a strong emphasis on cross-functional interdependencies.

Feb 9, 2026

Apply

Experienced Associate in Transaction Opinions & Board Advisory

Lincoln International

Full-time|$150K/yr - $200K/yr|Hybrid|New York, NY; Dallas, TX; Chicago, IL; San Francisco, CA; Atlanta, GA

Lincoln International is a renowned global investment banking advisory firm, trusted by business owners and senior executives of leading private equity firms, as well as public and privately held companies across the globe. Our services encompass mergers and acquisitions advisory, private funds and capital markets advisory, and valuations and fairness opinions. With a cohesive team of over 1,400 professionals across 25+ offices in 16 countries, we provide unparalleled insights into the global private capital markets, supported by exceptional execution and a steadfast commitment to client success. Our extensive industry expertise, robust relationships, timely market intelligence, and strategic insights enable us to cultivate deep, productive client relationships that last for decades. Discover more about us at www.lincolninternational.com.At Lincoln International, we believe that the success of our organization is intrinsically linked to the strength of our people. We foster a culture that values diversity of thought, enhancing talent density by attracting, retaining, and engaging high performers from all backgrounds. We recognize that diversity, equity, and inclusion are essential for driving innovation and solving complex challenges, enabling us to access the best talent and adapt to a dynamic, competitive landscape. By embracing a diverse team and valuing the unique perspectives of our employees, we enhance our ability to understand and meet our clients' needs.As a proud equal opportunity employer, Lincoln International is committed to cultivating a diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We invite you to learn more about our commitment to diversity and Environmental, Social & Governance (ESG) efforts.Lincoln International utilizes a hybrid work structure emphasizing in-office collaboration. Employees are expected to work in-office from Monday to Thursday, with the option to work remotely or from the office on Fridays.

Apr 30, 2026

Apply

Associate, Transformation at Accordion | Dallas

Accordion

Full-time|$106.3K/yr - $160K/yr|Hybrid|Dallas

Company OverviewAt Accordion, we believe in redefining the finance landscape, particularly in unlocking the hidden value potential of private equity-backed portfolio companies. Situated at the convergence of sponsors and management teams across all phases of the investment lifecycle, our expert team delivers hands-on, execution-oriented support designed to elevate the office of the CFO.Joining Accordion means becoming part of a dynamic group of over 1,400 finance and technology specialists in a rapidly growing, agile, and entrepreneurial setting. Here, you will have the opportunity to shape the future of our firm by fostering a culture of collaboration and a collective commitment to building exceptional solutions.Headquartered in New York City with a presence in 10 locations worldwide, we invite you to be part of our journey!Transformation: Finance TransformationAs the business landscape grows increasingly complex, CFOs of private equity-backed firms are seeking to extract strategic insights that drive their enterprises forward. Modern finance organizations have transitioned from merely reporting results to actively analyzing them, yielding insights that influence critical business decisions. By enhancing process efficiencies and establishing robust control environments, we can expedite financial reporting with greater accuracy, allowing finance teams to focus on generating future enterprise value.Accordion’s Finance Transformation Practice is a dedicated group that provides strategic advisory and hands-on execution expertise to support PE-backed portfolio companies through a range of post-transaction and transformation initiatives, such as profitability enhancements, finance process optimization, liquidity improvements, revenue cycle management, and technology/AI enablement. We pride ourselves on being doers and problem solvers, adept at navigating complexity to create substantial enterprise value for our clients.This role offers the flexibility to be based in any of our US office locations and allows for hybrid work, with the option to work remotely two days a week, balancing efficiency and collaboration. Ideal candidates should be located in the desired office area.Note: This position is not eligible for immigration sponsorship.

Feb 9, 2026

Apply

Project Manager, Private Equity and M&A

IMA Financial Group

Full-time|$100K/yr - $150K/yr|On-site|Anaheim, CA; Bellevue, WA; Dallas, TX; Denver, CO; Houston, TX; New York City, NY; Overland Park, KS; Wichita, KS

Join our dynamic Private Equity and M&A team as a Project Manager! At IMA Financial Group, we're committed to enhancing our growth strategy through the establishment of specialized practice areas tailored to the unique needs of our clients. In this role, you will spearhead the due diligence process from initial contact to deal closure, collaborating with various departments to ensure that our private equity investors and corporate clients receive exceptional service.Your responsibilities will include:Embodying and promoting IMA’s core values.Championing diversity, equity, and inclusion within the organization.Conducting thorough analyses of due diligence data, including reviewing and organizing relevant materials.Contributing to client presentations and fund stewardship reports with minimal supervision.Delivering consistently high-quality service to clients.Evaluating existing and historical insurance programs of target companies to assess coverage adequacy.Collaborating with specialists to analyze transaction-specific exposures and risks.Estimating pricing for transaction-specific and post-close coverages.Projecting the annual cost of risk associated with target companies' insurance programs.Working with client advantage partners to address insurance-related considerations post-transaction.

Apr 6, 2026

Apply

Consultant – Accounting Advisory

CFGI

Full-time|$95K/yr - $110K/yr|Hybrid|Dallas, TX

Consultant – Accounting AdvisoryJoin CFGI as a Consultant, where you will collaborate with a dynamic team of CFGI professionals, Big 4 auditors, and client management. Your role will encompass analyzing financial data, conducting interviews with client management, pinpointing key issues, drafting reports, engaging in meetings, and fostering strong relationships with clients.Take charge of your career at CFGI:• Explore diverse industries and projects for expansive growth.• Make a significant business impact for our clients.• Manage projects from inception to completion.• Engage directly with clients and excel in a client-facing role.• Experience continual challenges and learning opportunities in a collegial atmosphere supported by industry-leading experts.• Benefit from flexible work locations: office, remote, or client sites depending on engagement specifics.• Craft your unique career path.• Enjoy your work and thrive in a fulfilling environment!

Jan 22, 2020

Apply

Senior Analyst, Portfolio Analytics

Bellwether Asset Management

Full-time|On-site|Dallas, TX

Join Bellwether Asset Management, a premier global advisory firm dedicated to empowering businesses to navigate complex challenges and elevate enterprise value. We excel in crafting and executing innovative growth strategies, establishing true partnerships with our clients. By integrating profound industry knowledge, sophisticated analytical tools, and top-tier talent, we generate value throughout the entire business lifecycle—from transaction management to operational transformation.Role OverviewThe Senior Analyst, Portfolio Analytics (Torchlight) will be an essential member of the Torchlight Asset Management Team, overseeing private real estate debt and equity investments across diverse asset classes, including office, retail, multifamily, hospitality, and industrial sectors throughout the U.S.This role presents a distinctive opportunity for a motivated individual to contribute to the production of impactful analytical reports. You will collaborate with various stakeholders while gaining valuable insights into multiple asset classes and participate in fundraising and marketing initiatives. Your analytical expertise will be pivotal in conducting portfolio analysis, enhancing client reporting, and leading various production efforts across teams.Torchlight Investors – Company ProfileAs an SEC-registered investment advisor, Torchlight manages over $4.0 billion in commercial real estate debt. Since our inception in 1995, we have successfully invested over $20 billion in our funds and separate accounts. To learn more, visit www.torchlight.com.

Mar 2, 2026

Apply

Manager - Accounting Advisory

Centri Business Consulting

Full-time|On-site|Dallas, Texas, United States

Join Centri Business Consulting as a Manager in our Accounting Advisory division, where you will lead a team of professionals in delivering tailored accounting solutions to our diverse clientele. Your expertise will guide organizations through complex financial challenges, ensuring compliance, accuracy, and strategic insight.As a key player in our firm, you will collaborate with clients to enhance their financial operations, driving improvements and growth. Your leadership will be paramount in mentoring team members, facilitating their professional development while fostering a culture of excellence.

Mar 4, 2026

Apply

Manager of Accounting for Private Equity Funds

Iqeq

Full-time|On-site|Dallas

Join our dynamic team at Iqeq as a Manager of Accounting for Private Equity Funds. In this pivotal role, you will oversee the accounting operations for our private equity funds, ensuring accuracy, compliance, and timely reporting. You will collaborate with various teams to enhance our financial processes and deliver exceptional client service.

May 1, 2026

Apply

Senior Advisory Solution Consultant

ServiceNow

Full-time|On-site|Dallas

Join ServiceNow as a Senior Advisory Solution Consultant, where you will leverage your expertise to drive innovative solutions for our clients. In this pivotal role, you will collaborate with cross-functional teams to deliver exceptional service and create value for our customers.

Jan 10, 2026

Create account — see all 208 results

Browse all companies, explore by city & role, or SEO search pages. View directory listings: all jobs, search results, or location & role pages.