Company Overview

We are the better way to work in finance. As private equity’s value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value—supporting the office of the CFO to drive end-to-end value creation.

If you crave challenging work and are looking to grow, come solve complex issues alongside 1,600+ finance & technology experts in a supportive, collaborative environment.

Backed by premier private equity firms and headquartered in New York with 11 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark. 

Transformation: Finance Transformation

With the increase in complexity of the business environment and transactions, CFOs of private equity backed companies are increasingly looking to drive strategic insights for their business. Finance organizations are no longer simply result reporters, but rather, they are responsible for analyzing results to provide the strategic insights that inform business decisions. Process efficiencies and meaningful control environments accelerate financial reporting with increasingly accurate measures, leaving more time for the finance team to add future enterprise value.

Accordion’s Finance Transformation Practice is comprised of a dedicated team providing strategic advisory and hands-on execution expertise to support PE-backed portfolio companies on a wide range of post-transaction and transformational events, including profitability improvements, finance process optimization, liquidity enhancements, revenue cycle management and technology / AI enablement. We are doers and problem solvers – making sense of complexity and creating enterprise value for the portfolio company.

This role can be based in any of our US office locations and is a hybrid role with the flexibility to work remotely 2 days a week, blending the best of both worlds for efficiency and collaboration. Ideal candidates should be local to the desired location.

This position is not eligible for immigration sponsorship.

What You’ll Do:

Work closely with other team members to serve clients within the office of the CFO of private equity portfolio companies, in the areas of finance strategy and processes improvements such as:

Conduct and support finance function diagnostics: assessing an organization’s people, process and technology to come up with recommendations and a value-creation roadmap
Design and support process enhancements across the any of the following process areas: lead-to-cash, source-to-pay, record-to-report and FP&A
Design future state operating platforms (organization structure, finance processes, technology stack)
Develop implementation plans for initiatives on a strategic roadmap, supported by quantified benefits/value and qualitative substantiation
Support execution of plans to optimize technology, drive process automation (within ERPs or leveraging bespoke technologies and AI)
Support Transformation Directors in driving transformation program governance over multi-workstream engagements
Support the coordination of change management across multiple functions and workstreams
Determine and measure the ROI of improvement initiatives, identifying risks to delivery and working with client and internal teams to develop mitigation strategies
Bring financial expertise and leading practices to engagements
Manage transformation workstreams at a single client – under the guidance of Accordion Managing Directors, Senior Directors and/or Directors
Manage junior resources (Associates, or Analysts)
Interact and build relationships with all levels of client stakeholders at portfolio companies as well as representatives from Private Equity sponsors
Assist in growing the firm by supporting business development activities – developing proposals in collaboration with multiple practice teams
Support internal firm initiatives to enhance our ability to serve clients and continually improve our internal capabilities
Travel to client site as needed

You Have:

Minimum 5+ years of relevant professional experience working in a client serving role at a top-tier public accounting or financial advisory firm, and/or mix of client service and private industry experience at a senior level
Bachelor's degree in Accounting, Finance or related field. MBA is a plus
Proven experience successfully leading workstreams, managing not only client dynamics but internal team dynamics as well
A strong and up-to date knowledge of finance best practices specifically related to the professionalization of the finance function
Generalist across, or subject matter expert in, financial business processes including order-to-cash, procure-to-pay, record-to-report, FP&A, as well as other functions under the CFO purview
Extensive expertise related to the design and implementation of strategies, processes and technology which increase effectiveness, reduce costs and improve profit/shareholder value
Experience enabling financial processes with finance automation and technology deployment
Experience performing financial function assessments
Experience supporting strategic finance transformations
Experience working in a private equity environment, with an understanding of the unique requirements of the private equity consulting environment
Strong Excel and PowerPoint skills
Strong client service mindset

You Are:

A self-starter with a strong work ethic
A strong team player, able to work with team members across all levels
Someone who enjoys mentoring others and being mentored by others
Excited to be part of a growing team, with a focus on driving future growth
Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
Passionate about delivering exceptional client service
Full of entrepreneurial spirit and comfortable in a fluid, flat organization
Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
Comfortable managing a workstream and managing risks, progress and dependencies with other teams/workstream, as well as executing tactical tasks within your workstream (you are managing and doing).

The annual salary for this role ranges from: $144,500 to $200,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.

Accordion 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.

Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

#LI-RM1

About the company

Accordion partners with private equity firms to drive value creation through financial consulting services and portfolio operations technology. The core offering combines hands-on support in the Office of the CFO with a technology platform called Maestro, which institutionalizes a private equity firm’s approach to value creation across the finance function. How it works: a team of consultants works alongside sponsor management to execute initiatives across finance processes, using Maestro to standardize and scale the PE value-creation playbook. What sets Accordion apart: it is the only firm focused exclusively on the CFO function within private equity, pairing dedicated execution expertise with a proprietary platform that codifies portfolio operations best practices. Its goal is to help private equity sponsors achieve flawless execution across portfolios, shaping a new era in private equity through disciplined, measurable value creation.

Company Size

1,001-5,000

Company Stage

Pre-seed

Total Funding

$25K

Headquarters

New York City, New York

Founded

2009

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Simplify's Take

What believers are saying

Accordion closed FCM on January 5, 2026, strengthening performance-improvement capabilities.
Accordion acquired A5 in April 2026, adding Salesforce, Agentforce, and India talent.
Accordion announced 24 promotions in August 2026 and plans 1,500 Hyderabad seats.

What critics are saying

Three acquisitions in 2026 strain integration, margins, and management attention through 2027.
Deloitte, Riveron, and Protiviti target the same PE advisory budgets immediately.
If PE exits stay frozen, Accordion’s growth engine and valuation premium compress fast.

What makes Accordion unique

Accordion owns the Office of the CFO niche for private-equity-backed companies.
Its 2026 acquisitions add FCM, A5, and Pinnacle into one platform.
Charlesbank and Motive-backed Accordion combines advisory, data, AI, and Salesforce delivery.

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Benefits

Hybrid Work Options
Flexible Work Hours

Growth & Insights and Company News

Headcount

6 month growth

-8%

1 year growth

-8%

2 year growth

-8%

Consulting.us

Oct 14th, 2026

Accordion acquires software engineering firm Stride.

Accordion acquires software engineering firm Stride. 14 October 2026 Consulting.us Accordion, a New York-headquartered financial consultancy focusing on the private equity sector, has acquired Stride, a New York-headquartered software engineering firm. Founded in 2014, Stride focuses on helping clients in healthcare, financial services, and other regulated industries build agentic systems. The firm has practices in legacy modernization, technical due diligence, token optimization, agentic AI, and AI adoption, engineering, and upskilling. Stride has a team of approximately 50 forward-deployed engineers (FDEs) across the US and Latin America. Accordion's acquisition of Stride will give it a dedicated software engineering group to help it meet growing demand for deployed agentic AI and engineering work. The Stride team will also provide engineering capacity to move Accordion's own AI-powered finance products faster to market. "So many firms in this space claim AI expertise," said Nick Leopard, CEO of Accordion. "But so few can put Forward Deployed Engineers, who have shipped production-grade agentic systems in regulated industries in the same room as Forward Deployed Operators, who bring decades of finance domain experience. Stride brings the technical talent we need to build and deploy AI for clients at scale, paired with everything we already know about how a finance function runs." The deal will also extend Accordion's global delivery model - which has existing teams in North America, Europe, and India - into Latin America. Debbie Madden, Stride's founder and chairwoman, will join Accordion as managing director and AI GTM Leader, and Francisco Martin, Stride's CEO, will join as managing director and AI product and engineering leader. "A demo is one thing. Getting AI into production inside a regulated business, without breaking anything, is another," said Martin. "That's what our engineers are built for. Pairing that with Accordion's financial expertise and reach means we can run that same rigor across hundreds of portfolio companies at once, instead of one client at a time." Accordion was founded in 2009 and has more than 1,700 people across offices in the US, Canada, UK and India. The firm supports the office of the CFO at private equity-backed companies with services in foundational accounting, strategic financial planning and analysis enhancement, performance, transaction support, and turnaround and restructuring solutions.

DevCuration

Oct 13th, 2026

Accordion acquires Stride for AI delivery in private equity.

Accordion acquires Stride for AI delivery in private equity. Buying AI for a finance function also means deciding who will live with the changes it makes. Stride built its business around senior engineers embedded with client teams, an arrangement that gives those engineers a chance to learn the operating habits behind a software request. Accordion acquired Stride on October 13, 2026, bringing around 50 Forward Deployed Engineers into its private equity-focused financial consulting business. The New York-headquartered acquirer says the combination will support agentic workflows for portfolio companies, extend its delivery presence in Latin America and accelerate its own AI-enabled finance products. Financial terms were not disclosed. The acquisition puts engineering capacity closer to the people responsible for identifying financial and operational improvements. For PE-backed businesses, that creates a more integrated route from a finance assignment to the systems needed to carry it out, with the value depending on how the combined teams deliver inside each company. What Accordion bought with Stride. Accordion describes Stride as a software engineering firm that builds production-grade agentic systems for enterprises in healthcare, financial services and other regulated industries. The acquired capability is rooted in people working inside customer teams, where software decisions encounter business rules, existing applications and the consequences of changing them. Around 50 engineers joining the firm is a concrete capacity addition; the announcement gives no purchase-price basis for judging what Accordion paid for it. Debbie Madden founded Stride in 2014 and served as its Chairwoman. She joins Accordion as Managing Director and AI GTM Leader, while Stride CEO Francisco Martin joins as Managing Director and AI Product and Engineering Leader. Those appointments give the acquisition a commercial owner and a product-and-engineering owner, both drawn from the business being integrated. Stride's current homepage confirms that it is an Accordion company. The announcement describes an acquisition that has happened, rather than an agreement subject to a future closing. Neither company supplies a separate legal close date, consideration breakdown, earnout arrangement or regulatory-approval account in the sources reviewed. Those details remain outside the public record used for this article. The engineering group will support client work and Accordion's product development. That dual role broadens the acquisition's relevance: the same capability can help change a portfolio company's workflow and improve the tools Accordion brings to the next assignment. Allocating experienced engineers between those uses becomes part of managing the combined business. The finance assignment now reaches into software. Nick Leopard, Accordion's founder and CEO, established the firm in 2009 around finance work. Its current offerings span accounting, financial planning and analysis, analytics, operational improvement, transactions, and turnaround and restructuring. Those services place the firm near people who can explain how a process affects the business, even when the implementation runs through a technology team. Kyle Roemer, Managing Director and Global Head of Data & AI, describes the acquisition's rationale as combining data infrastructure, embedded engineers and finance-and-operations expertise. The practical significance lies in the relationship among those roles. A financial diagnosis can identify where performance is slipping; an engineer still has to determine which systems and decisions must change to address it. Consider the work around an automated finance process. Somebody must decide which data is authoritative, where an exception goes and when a human reviews the result. Those are ordinary implementation questions with financial consequences, part of the wider discussion around governance of enterprise AI agents. They explain the delivery challenge here without describing an undisclosed Accordion project. Bringing the disciplines inside one provider could reduce the coordination burden on the client. It also makes responsibility more visible: the team proposing an improvement has engineering colleagues who can examine its feasibility. For a CFO buying that service, the useful conversation becomes specific to the workflow, its owners and the evidence needed to judge whether the change helped. A capability acquisition inside an existing expansion plan. Stride fits an acquisition strategy Accordion had already described publicly. In a May 2026 account of Nick Leopard's Mergermarket interview, the firm identified finance transformation, performance improvement, data and AI, and sector expertise as areas for expansion. The same account described the acquisitions of FCM in January and Salesforce specialist A5 in April, following Pinnacle Healthcare Advisors in December 2025. That history gives the Stride transaction a commercial setting beyond a single AI announcement. Accordion has been assembling services that reach different parts of a portfolio company's operations. Stride adds a dedicated engineering group capable of building software within that broader advisory relationship, including work in regulated industries where deployment choices carry constraints. The May account also identifies Charlesbank Capital Partners and Motive Partners as Accordion's existing backers following a majority growth investment in 2022. Their ownership context helps explain the platform around the acquirer. The Stride announcement does not identify them as providing new acquisition financing, so this transaction should not be counted as a disclosed funding round or assigned an assumed amount of fresh capital. Geography adds another operating dimension. Accordion says Stride's Latin American presence extends a delivery model that already includes North America, Europe and India. The announcement identifies no new country-specific office, staffing allocation or customer rollout schedule. The additional footprint matters as delivery capacity; its utilization will depend on the work clients actually commission. Where the combined teams will have to spend their time. Stride's published case studies cover patient communications, financial modeling and legacy-software modernization. They illustrate the kinds of assignments its engineering team describes, while remaining company-reported accounts. They are useful context for the acquired capability, without establishing results for Accordion's combined offering or supplying audited evidence of portfolio-wide returns. The acquisition also creates an internal demand for that capability. Accordion says dedicated engineering capacity will help bring its next generation of AI-enabled finance products to market faster. The release provides no product launch dates or quantified acceleration, leaving the roadmap ambition clearer than its timetable. For clients, the promise is a team that can follow a problem across financial understanding, data preparation and software delivery. The challenge is preserving the depth that makes an embedded engineer useful while extending the model through a larger advisory business. Knowing which exception belongs to which person can be as consequential as choosing the model or writing the integration. Madden's new commercial role and Martin's engineering role place those conversations within Accordion's organization. As the combined teams take on portfolio-company assignments, they will encounter finance processes with different owners, data histories and tolerances for change. The acquisition gives them more of the people needed to stay with that work as it moves from an agreed objective into daily operations. DevCuration Data Enterprise AI funding, last 30 days. DevCuration's funding database tracked 12 Enterprise AI rounds totaling $229M in disclosed capital over the past 30 days. Recent deals DevCuration covered:

HR TODAY

Jun 13th, 2026

Soumya Chaturvedi joins Accordion India as Senior Director, HRBP.

Soumya Chaturvedi joins Accordion India as Senior Director, HRBP. Hyderabad, Telangana, India, June 2026 - Accordion India has introduced Soumya Chaturvedi as Senior Director, HRBP, strengthening its people leadership team with an accomplished human resources professional who brings over 13 years of experience across the IT, technology, manufacturing, and pharmaceutical sectors. In her new role, Soumya will partner with senior leadership teams to drive people strategies that support organizational growth, workforce effectiveness, talent development, employee engagement, and business transformation initiatives across the organization. Prior to joining Accordion India, Soumya served as Head of Human Resources at Intense Technologies Limited, where she led the organization's HR function and played a key role in aligning talent strategies with business objectives. During her tenure, she contributed to workforce development, leadership partnering, employee experience enhancement, and organizational effectiveness initiatives. Before Intense Technologies, she worked with Hyundai MOBIS as Deputy Manager, supporting HR operations and people management initiatives while gaining valuable experience in talent management, HR service delivery, and organizational development. Earlier, Soumya was associated with Dr. Reddy's Laboratories as Assistant Manager - HR, where she supported human resources operations and employee engagement programs for the organization. A significant part of her professional journey was spent with Tata Consultancy Services (TCS), where she held multiple HR roles over nearly four years. She worked across human resources, resource management, talent engagement, workforce planning, performance management, competency development, employee relations, diversity and inclusion, and talent acquisition. During her tenure, she partnered with business leaders to support large-scale workforce management initiatives and drive HR process excellence across multiple business units. With a strong background in HR business partnering, talent management, workforce planning, employee engagement, and organizational development, Soumya brings valuable expertise to Accordion India as it continues to expand its capabilities and global footprint. About Accordion India. Accordion India is the Data & Analytics practice of Accordion, a financial consulting firm uniquely focused on private equity. The organization delivers advanced analytics and end-to-end data management solutions that help drive value creation for clients and support the Office of the CFO across every stage of the investment lifecycle. Accordion's expertise spans foundational accounting, strategic financial planning and analysis, CFO-led performance initiatives, transaction support, turnaround management, and restructuring solutions. Headquartered in New York, Accordion operates through ten offices globally and combines deep financial expertise with data and technology capabilities to support sponsors and private equity-backed CFOs.

Consulting.us

May 20th, 2026

Accordion appoints two new practice leaders.

Accordion appoints two new practice leaders. 20 May 2026 Consulting.us Accordion, a New York-based financial consultancy focusing on the private equity sector, has hired Barrett Daniels as managing director and head of the operational and technical accounting practice and promoted Ian McCracken to head of the finance transformation practice. "Barrett's depth of experience in the IPO ecosystem and Ian's track record of driving transformational value for PE-backed clients make them exactly the kind of leaders we need as AI reshapes the office of the CFO," said Junaid Samnani, president, finance and technology solutions, Accordion. Based in San Francisco, Barrett Daniels brings more than 25 years of experience advising companies on accounting and capital markets transactions. He has deep expertise in IPO readiness, having advised 100+ companies on IPO and other capital markets transactions. Daniels previously spent six years with Deloitte, where he was a partner and US IPO services leader. Before that, he founded and led Nextstep Advisory Services, which was acquired by Deloitte in 2018. Earlier in his career, Daniels was a partner and IPO leader at Connor Group. He began his career in the global capital markets group at PwC. Daniels has a bachelor's degree in accounting from Florida State University. "I'm excited to bring my experience to help build a practice that raises the bar for what accounting advisory can look like in the AI era," Daniels said. Based in Dallas, Ian McCracken has more than 25 years of professional experience, with consulting and industry expertise in finance, HR, and IT transformation. He currently heads the Dallas office and has been with Accordion since 2021 - joining the firm as a managing director. During his tenure with Accordion, McCracken has worked with PE-sponsored companies on value creation initiatives, including driving Ebitda expansion, optimizing working capital, and building finance and operational infrastructure to support a successful exit. He previously spent four years with Riveron, where he was a managing director, and five years with Protiviti, where he was a manager. McCracken was also previously director of strategic finance at Call Box and director of enterprise solutions at PLH Group. He has a bachelor's degree in management information systems from Baylor University. Accordion was founded in 2009 and has more than 1,400 people across 11 offices in the US, Canada, UK and India. The firm supports the office of the CFO at private equity-backed companies with services in foundational accounting, strategic financial planning and analysis enhancement, performance, transaction support, and turnaround and restructuring solutions.

FinancialContent

Apr 29th, 2026

Teragonia appoints Jason Boo as Managing Director, Financial Sponsor Coverage.

Teragonia appoints Jason Boo as Managing Director, Financial Sponsor Coverage. Published at April 29th 2026, 9:00 AM EDT via ACCESS Newswire i This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness. Senior leader with nearly two decades across Office of the CFO advisory, technology advisory, and PE sponsor coverage joins Teragonia to scale market leadership across the private equity ecosystem. CHICAGO, IL / ACCESS Newswire / April 29, 2026 / Teragonia, the AI operating system for PE Value Orchestration, today announced the appointment of Jason Boo as Managing Director, Financial Sponsor Coverage. In this role, Boo will lead sponsor-facing commercial efforts across the firm, building and expanding relationships with middle-market and upper-middle-market private equity firms and their portfolio companies. Boo joins Teragonia from Accordion, a private equity-focused financial consulting firm, where he most recently served as Managing Director, leading sponsor coverage. While at Accordion, he built senior relationships across private equity sponsors. Prior to Accordion, Boo spent more than a decade at Ankura Consulting (formerly Navigant), where he rose to Managing Director in Strategy & Performance, following earlier leadership roles in Data & Technology. He began his career at FTI Consulting. Over the course of his career, Boo has advised private equity sponsors and portfolio company executives on improving financial performance and transforming finance functions. He is known for building strong, trusted relationships with sponsors and management teams, translating those relationships into long-term strategic engagements, and building teams focused on delivering measurable value across portfolio companies. "Jason has spent his career building successful partnerships and programs with our market-across the table from sponsors, shoulder-to-shoulder with portco CFOs, and accountable for outcomes that make private equity work," said Thomas T. Thomas, Co-Founder & CEO of Teragonia. "He understands what operating partners and value creation teams actually need, and he knows how to build the relationships that turn a platform-powered service into durable engagements. His addition accelerates our ability to serve the private equity community at the depth and pace they expect." "For nearly twenty years I've watched sponsors and portfolio companies wrestle with the same core problem: too much data, too little context, and no effective way to connect signals to action across the hold period," said Boo. "Teragonia is truly an AI operating system that meets the challenge head-on-by building the data foundation once to enable the value creation levers that matter most from acquisition through exit. I'm excited to help private equity firms unlock the full potential of what Teragonia has built." Boo holds an MBA from the Kellogg School of Management at Northwestern University and a BS in Real Estate Finance from the Kelley School of Business at Indiana University. About Teragonia Teragonia is the Value Orchestration company for private equity. Astradis(TM), its AI operating system for PE-backed companies, builds a context-aware data foundation and deploys function-specific agentic apps and workflows that orchestrate execution, accelerate roll-ups, and sustain continuous exit readiness-all at sponsor velocity. The outcome: measurable EBITDA growth through the hold, premium multiple expansion at exit, and real-time portfolio visibility for investment teams and operating partners. Privately held, headquartered in Chicago, with offices in New York, Toronto, Dallas, London, São Paulo, Bengaluru, and Kochi. For more information visit teragonia.com. Media Contact Report this content If you believe this article contains misleading, harmful, or spam content, please let us know.

Accordion

Vice President - Manager, Finance Transformation

About the job