Full-Time

Vice President

Posted on 1/16/2025

Accordion

Accordion

1,001-5,000 employees

Finance-focused consulting with portfolio operations technology

Compensation Overview

$136k - $210k/yr

+ Bonus

No H1B Sponsorship

New York, NY, USA

Hybrid

Hybrid role with flexibility to work remotely 2 days per week; ideal candidates should be local to NY.

Category
Consulting (1)
Required Skills
Word/Pages/Docs
Data Analysis
Excel/Numbers/Sheets
Financial Modeling
Requirements
  • Bachelor’s degree in Finance and/or Accounting is preferred
  • Graduate business degree with concentration in finance, accounting and/or operations preferred
  • Minimum 6+ years of relevant professional work experience
  • Hands-on experience building / developing / maintaining fully dynamic, integrated 3-statement financial, and 13-week cash flow models
  • High proficiency in Microsoft Word, Excel and PowerPoint
  • Ability to build and sustain strong and trusted relationships with colleagues and stakeholders
  • Demonstrated expertise and aptitude with conducting quantitative and qualitative analyses, particularly with constructing integrated financial models, analyzing financial underperformance and related services
  • Experience working on projects delivering independent business reviews, short term cash flow assessments, capital structure analysis and contingency planning
  • Capacity to thrive in a fast-paced, challenging, and uncertain environment
  • Deep understanding of how to interpret and analyze financial statements
  • Strong analytical and business writing skills
  • Ability to work well under pressure and independently yet understand when to ask for guidance
  • A self-starter with a strong work ethic
  • A leader of others; you lead by example
  • A strong team player, able to work with team members across all levels
  • Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
  • Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing).
  • Excited to be part of a growing team, with a focus on driving future growth
  • Full of entrepreneurial spirit and comfortable in a fluid, flat organization
  • Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies
  • Passionate about delivering exceptional client service
  • Someone who enjoys mentoring others and doing meaningful work
  • Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
Responsibilities
  • Perform analysis of current and historical business performance and capital structure
  • Develop 13-week cash flow forecasts that outline the liquidity profile and cash needs
  • Create dynamic financial models that exhibit the client’s historical and potential future performance
  • Support the creation and preparation of corporate strategic plans
  • Provide implementation support to approved business plans and strategies
  • Engage with client personnel and management as necessary to achieve objectives
  • Develop and furnish appraisal of business options and contingency plans as needed
  • Effectively gather, analyze, and organize large data sets which may be incomplete
  • Support the development of quality client deliverables
  • Provide interim support on operating functions and job duties as directed
  • Assist in bankruptcy preparation and administration
  • Travel to client site as needed
Desired Qualifications
  • Bachelor’s degree in Finance and/or Accounting is preferred
  • Graduate business degree with concentration in finance, accounting and/or operations preferred
  • Hands-on experience building / developing / maintaining fully dynamic, integrated 3-statement financial, and 13-week cash flow models
  • High proficiency in Microsoft Word, Excel and PowerPoint
  • Demonstrated expertise and aptitude with conducting quantitative and qualitative analyses, particularly with constructing integrated financial models, analyzing financial underperformance and related services
  • Experience working on projects delivering independent business reviews, short term cash flow assessments, capital structure analysis and contingency planning
  • Capacity to thrive in a fast-paced, challenging, and uncertain environment
  • Deep understanding of how to interpret and analyze financial statements
  • Strong analytical and business writing skills
  • Ability to work well under pressure and independently yet understand when to ask for guidance
  • A self-starter with a strong work ethic
  • A leader of others; you lead by example
  • A strong team player, able to work with team members across all levels
  • Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
  • Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing).
  • Excited to be part of a growing team, with a focus on driving future growth
  • Full of entrepreneurial spirit and comfortable in a fluid, flat organization
  • Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies
  • Passionate about delivering exceptional client service
  • Someone who enjoys mentoring others and doing meaningful work
  • Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture

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

Simplify Jobs

Simplify's Take

What believers are saying

  • 68% of PE leaders plan AI finance investments by 2026 per Deloitte.
  • Healthcare PE deals surged 25% in Q1 2026 per Bain report.
  • Intapp DealCloud accelerates deal sourcing 25% via AI intelligence.

What critics are saying

  • Integration failures from A5, FCM, Pinnacle dilute PE focus within 6-12 months.
  • PE market contraction slashes consulting revenue in 3-9 months.
  • AlixPartners poaches turnaround talent like Pinsonnault, Shepherd in 12-18 months.

What makes Accordion unique

  • Accordion exclusively targets private equity CFO functions across investment lifecycles.
  • Maestro platform institutionalizes PE value creation best practices.
  • Acquisitions like A5 and FCM expand AI, Salesforce, and operational expertise.

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Benefits

Hybrid Work Options

Flexible Work Hours

Company News

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
Apr 8th, 2026
Accordion expands Salesforce capabilities with acquisition of A5

Deal adds global talent pool across North America, EMEA, and India while deepening AI and data capabilities aligned with Salesforce’s roadmap.

The Associated Press
Apr 7th, 2026
Accordion acquires A5 to expand Salesforce consulting across private equity portfolios

Accordion, an AI and data-powered financial consulting firm focused on private equity, has acquired A5, a global Salesforce consulting firm. The deal expands Accordion's Salesforce capabilities and global delivery footprint across North America, EMEA and India. A5 brings expertise across the Salesforce platform, including Configure Price Quote, Revenue Cloud, Sales Cloud, Marketing Cloud and Service Cloud. The acquisition reinforces Accordion's Salesforce Summit Partner status and adds specialists certified in Agentforce and AI capabilities. The combined firm now has over 1,000 technology, data and analytics professionals. Accordion aims to help private equity sponsors and portfolio companies build scalable commercial infrastructure and improve operational visibility across sales, finance and customer operations. The deal brings Accordion's total funding to $295 million.

intelligence360
Jan 26th, 2026
Accordion acquires FCM to strengthen PE value creation capabilities

Accordion, an AI and data-powered financial consulting firm focused on private equity, has acquired FCM, an operator-led performance improvement firm. The acquisition strengthens Accordion's operational improvement capabilities and positions it as a comprehensive value creation partner for private equity firms. Accordion provides services spanning the modern CFO's agenda, including finance function strengthening, data and AI implementation, and operational improvements. The company helps portfolio companies throughout the investment lifecycle, covering core accounting, financial planning and analysis, analytics, technology enablement and transformation. The FCM acquisition enhances Accordion's ability to influence operational areas that directly impact company trajectory and value creation for its private equity clients.

Business Wire
Dec 19th, 2025
Accordion acquires Pinnacle Healthcare Advisors to boost revenue cycle management capabilities

Accordion, an AI- and data-powered financial consulting firm, has acquired Pinnacle Healthcare Advisors to expand its Revenue Cycle Management capabilities. Financial terms were not disclosed. Pinnacle, a leading RCM consultancy serving health systems and healthcare services companies, brings expertise in increasing cash collections, reducing accounts receivable and optimising electronic health record environments. Approximately 20 Pinnacle professionals joined Accordion as part of the transaction. The acquisition strengthens Accordion's RCM Center of Excellence, led by Managing Directors Arthur Yount and Lane Jackson. The combined platform addresses growing operational and financial challenges facing healthcare providers, including labour shortages, payer complexities and rising denial rates. Accordion focuses on value creation for private equity, offering services spanning finance functions, data implementation and operational improvements.

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