Zachary Moon Email & Phone Number

New York, Ny, Us

Accordion is the leader in private equity consulting, focused exclusively within the office of the CFO. We are a partner to sponsors, working shoulder-to-shoulder with CFOs and their finance teams to implement new mandates and facilitate decision-making.Our specialized team brings financial acumen along with a deep understanding of the pace and rigor required in a private equity-backed environment. More specifically, we support the execution of FP&A initiatives (KPI reporting, forecasting), transaction-related support (carve-out, add-on integration, sell-side readiness), and operational accounting needs (processes & controls, execution of monthly close).

New York, Ny, Us

New York, Ny, Us

New York, Ny, Us

IMO Finance FP&A Work-stream Lead - Represented IMO FP&A workstream lead for a health services Fortune 100 company; tracked integration budget, variance, and forecasting; liaised deal hypothesis initiatives and synergy capture progress from work-stream execution to IMOM&A Assessment - Qualitatively evaluated a global Fortune 100’s M&A program through key officers interviews and key subject matter professionals surveys related to all phases of the transaction life-cycle Stand-alone Modeling - Collected management inputs for a $562M industrial manufacturing business and constructed a divested stand-alone business model layered with perspectives including baseline costs, transferring costs, and incremental costs; provided the acquirer a view of interim state requirements prior to integration Integration/Separation Management - Delivered governance tools, operating models, status reports, and other constructs critical to standing-up the project management office for seven transactions Transition Services Agreements - Reported TSA maturity, exit prospects and financial implications across IT, HR, and Facilities work-streamsPreliminary Operational Due Diligence - Fielded cost-structure benchmarking analysis and separation readiness of target business unitsOperating Model Analysis - Lead the Departmental Operating Model build out of Fortune 500 firms leading to entanglement / synergy identification in shared process, people, asset, technology, and contracts

Lake Forest, Illinois, Us

Lead Management - Sourced, screened, and tracked investment opportunities, managed non-disclosure agreements, distilled confidential information memorandums into investment scorecards, and developed initial investment thesis.Due Diligence - Researched industry trends and competitive landscapes, customized recurring revenue/customer churn models providing the investment team clear attribution analysis, and identified concentration risks.Modeling - Constructed preliminary capitalization tables, created and maintained financial models.

Northbrook, Il, Us

Problem Assessment – Synthesized problem definition to align assignment scope and definition. Pursued resource contacts, and built relationships with subject matter experts to bridge knowledge deficiencies. End-User Design – Fielded beta version solutions to end-user investigator for enhancements and practicality. Delivery – Set project delivery milestone timelines, escalated obstacles with impact analysis, led a 14-member offshore development team through solution requirements, and accepted responsibility for time-sensitive production decisions during times of ambiguity and conflicting priorities. Business Development - Networked within client organization to develop a clear understanding of department level goals, team pain points, and translating these opportunities into potential revenue streams.

Jeffersonville, In, Us

Corporate Divesture Analysis - Provided: 1. Sell-side due diligence (historical financial narrative, valuation, variable cost attribution, and operating expense synergy analysis); 2. Integration planning; and 3. Data room administration.Financial Planning Architect - Managed enterprise wide forecasting by site location, client, and business unit for revenue, cost of goods sold, and operating expense; implemented audit-able change log to support underlying procedural due-diligence.Compensation Framework - Phase 1 escalated bonus realignment structure to better reflect performance revenue streams (45% reduction in cost); Phase 2 provided performance-to-revenue landscape to compensation manager; Phase 3 lead regression based exploratory analysis on KPI interrelationship to support performance management. Financial Reporting Management - Prioritized departmental research against monthly reporting needs; identified and lead interdepartmental cross-training to leverage synergy; implemented fundamental learning over procedural replication for junior analyst training.Financial Planning & Analysis - Coordinated cross-functional communication across the enterprise to reconcile operational requirements, and fiscal restrictions. Researched key assumptions underlying P&L drivers. Challenged submitted projections with experiential data. Operational Performance Modeling - Created, innovated, and presented operational dashboards to executives with leading profitability indicators.Financial Ambassador - Guided site-level managers through their respective performance reports through monthly income statements against forecast. Variance Analysis - Promoted profit exploration by researching and presenting alternate variance metrics (e.g. volume driver analysis, efficiency analysis, statistical distribution analysis).Risk Management - Audited and edited pricing models to adhere to client contract addenda. Reported projected impacts to earnings.

Cincinnati, Oh, Us

Financial Analysis (Actuarial) - ValuationCash Flow Analysis - reviewed over 100,000 unique cash flows for unusual activity, trends, and model building (effectively auditing proper information flow against the possibility of systems error and fraud).Corporate Financial Planning - Managed 15 year interest discounted financial models based on changes in asset performance, operational crediting strategy, sales, and terminations for $3 billion annuity lines, and a life insurance business worth $1+ billion in death benefits.Financial Reporting – Calculated reserve and asset amortization based on changes in key assumptions, realized gains/losses, and unrealized positions under FASB guidelines.Income Statement Analysis – Reconciled variance from plan via sensitivity testing. Model Structure Analysis – Conducted assumption versus experience testing; recommended changes; reconciled software updates with federal/statutory regulations.Balance Sheet Analysis - Supported allocation of realized and unrealized positions using liability over asset reports.Responsibilities increased from $60M to $3B in analytic oversight.

Arlington, Virginia, Us

Squad Leader

Master Of Business Administration (M.B.A.), Business Administration And Management, General

Bachelor Of Arts, International Economics, International Business

Education record