Accordion is a private equity-focused financial consulting and technology firm that provides operational prowess and an execution-oriented approach to maximize value. Rooted in a heritage of serving the office of the CFO, our practitioners thrive at the intersection of sponsors and management teams within the private capital markets.

A leader in providing advisory services to the office of the CFO in order to solve complex business problems in the Record-to-Report process and implement automation in the Finance and Accounting functions to meet business objectives.Selected Accomplishments and Projects:► Built out a new practice and service offering focused on the improvement of the financial close process through the implementation and optimization of cloud-based Financial Corporate Performance Management tools… Show more A leader in providing advisory services to the office of the CFO in order to solve complex business problems in the Record-to-Report process and implement automation in the Finance and Accounting functions to meet business objectives.Selected Accomplishments and Projects:► Built out a new practice and service offering focused on the improvement of the financial close process through the implementation and optimization of cloud-based Financial Corporate Performance Management tools, primarily BlackLine. ► Led efforts in diversity, equity, and inclusion (DEI) through the consistent mentoring and training of the next generation of leaders with diverse backgrounds and viewpoints to address client challenges through innovative thinking. ► Led a financial close process improvement initiative at a large manufacturing client that resulted in providing better visibility to the global CFOs and controllers on the financial close process, instilled better controls which resulted in easier internal audit reviews, introduced automation to legacy manual processes, and realized 30 hours of time savings every month during the close.► Advised a leading asset management client in a future state vision and roadmap which provided them a clear view on over $100M of technology spend in order to reach their vision to have best-in-class technology and streamline the finance function► Managed end users in the Latin America region of a global insurance company through key components of a Global Finance Transformation initiative. This effort included training the users from various countries on Oracle Hyperion Financial Management (HFM), guiding them through multiple periods of testing, providing support to the regional Finance team during the monthly and quarterly close processes, and creating multiple management and profitability reports in Oracle Hyperion Smart View. Show less

Managed teams in the U.S. and India to reengineer an Oracle data warehouse environment which contained detailed project information from a third-party software package to allocate technology costs to project sponsors. This included the end-to-end creation of a Hyperion Essbase cube, including timings of data loads and user training, in order to meet the needs to Finance.Selected Accomplishments:► Improved the monthly reporting process by 40% by using an Essbase cube, which… Show more Managed teams in the U.S. and India to reengineer an Oracle data warehouse environment which contained detailed project information from a third-party software package to allocate technology costs to project sponsors. This included the end-to-end creation of a Hyperion Essbase cube, including timings of data loads and user training, in order to meet the needs to Finance.Selected Accomplishments:► Improved the monthly reporting process by 40% by using an Essbase cube, which eliminated the need to consolidate information from various sources.► Reduced the analysis time for the Finance team by providing a drill through capability into the data warehouse and other related Essbase cubes, which resulted in 20 hours of monthly time savings. ► Strengthened the relationship between the Finance groups and Technology teams by actively managing the communication of the project and successfully meeting end user requirements. Show less

Analyst focused on performing the monthly management reporting and participating in process improvement activities. Selected Accomplishments: ► Created monthly allocation analysis reports for senior leadership that provided clarity in over $50M of cost allocations and led to an initiative to clean up and simplify the corporate cost allocation process.► Led efforts on investigating transaction and balance information for unaligned cost centers in order to appropriately close… Show more Analyst focused on performing the monthly management reporting and participating in process improvement activities. Selected Accomplishments: ► Created monthly allocation analysis reports for senior leadership that provided clarity in over $50M of cost allocations and led to an initiative to clean up and simplify the corporate cost allocation process.► Led efforts on investigating transaction and balance information for unaligned cost centers in order to appropriately close, realign to other lines of business, or identify the proper owners. This resulted in reallocating a balance sheet of $700M to appropriate corporate functions or lines of business.► Created the monthly management reporting package as part of the implementation of Hyperion Essbase. These reports provided monthly financial summaries on each line of business, details on expenses and headcount, breakout of investment spend, acquisitions, one-time items and merger expense, which was used by Investor Relations and all levels of senior management, including the C-suite and Board of Directors. ► Assisted in the implementation of a General Ledger Reconciliation & Substantiation tool for the Corporate line of business and created the key monthly and quarterly management reports used from that system.► Created standard monthly P&L detail packages for all Controllers, which was used by the C-suite and senior leadership to reduce $5M in monthly spend. Show less

The Smart Start Scholarship Program is a four-year, full scholarship program to selected New York City universities, where few graduating high school seniors in New York City receive the scholarship each year, which includes four year-long rotations within different departments in JPMorgan Chase & Co. This included rotations within Chase Investment Services Corp. and Treasury & Securities Services, to learn about the different banking products and identifying improvement… Show more The Smart Start Scholarship Program is a four-year, full scholarship program to selected New York City universities, where few graduating high school seniors in New York City receive the scholarship each year, which includes four year-long rotations within different departments in JPMorgan Chase & Co. This included rotations within Chase Investment Services Corp. and Treasury & Securities Services, to learn about the different banking products and identifying improvement opportunities.Selected Accomplishments: ► Developed various MS Access databases to run queries on Treasury client information and for use in product audits► Developed an Error Log report to capture trading errors for compliance purposes, which was used by investment managers in their monthly management meetings and compensation discussions with their traders Show less