Full-Time

Director

Updated on 9/4/2026

Accordion

Accordion

1,001-5,000 employees

Finance-focused consulting with portfolio operations technology

Compensation Overview

$178.5k - $250k/yr

+ Bonus

No H1B Sponsorship

Dallas, TX, USA + 2 more

More locations: Chicago, IL, USA | New York, NY, USA

Hybrid

Hybrid role with remote option 2 days/week; candidates should be local to a US office location.

Bachelor's, MBA

Category
Consulting (1)
Required Skills
Word/Pages/Docs
Excel/Numbers/Sheets
Financial Modeling
PowerPoint/Keynote/Slides

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Requirements
  • Minimum 8+ years of relevant professional work experience with 3+ years of restructuring experience
  • Hands-on experience building / developing / maintaining fully dynamic, integrated 3-statement financial models, and 13-week cash flow models
  • Advanced 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 develop the framework and take the lead on preparing reports
  • Ability to work well under pressure and independently yet understand when to ask for guidance
Responsibilities
  • Lead and perform analysis of current and historical business performance and capital structure
  • Review and provide feedback on business plan and projections
  • Develop 13-week cash flow forecasts that outline the liquidity profile and cash needs
  • Identify alternatives to enhance liquidity and working capital efficiency
  • Create dynamic financial models that demonstrate the client’s historical and potential future performance
  • Assess and support the creation and preparation of corporate turnaround plans, including EBITDA enhancement, revenue generation, cost rationalization/expense reduction, asset utilization, etc.
  • Provide implementation support to approved business plans and strategies
  • Develop and guide execution of restructuring plans, including capital structuring/financing, stakeholder negotiation, etc.
  • Develop and furnish appraisal of business options, in-court and out-of-court restructuring alternatives and contingency plans as needed
  • Assist in bankruptcy preparation and administration (first day and other motions, schedules and statements, operating reports, plan of reorganization, disclosure statement, claims, etc.)
  • Provide the day-to-day team management to ensure alignment between workplan execution and client expectations/deadlines
  • Engage with client personnel and management as necessary to achieve objectives
  • Effectively gather, analyze, and organize large data sets which may be incomplete
  • Lead and support the development of quality client deliverables
  • Help establish priorities across multiple work streams
  • Review and guide analyses and work product of team members
  • Provide interim management support on operating functions and job duties as directed
Desired Qualifications
  • Bachelor’s degree in finance and/or accounting is preferred
  • Graduate business degree with concentration in finance, accounting and/or operations preferred

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 Jobs

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

-9%

1 year growth

-9%

2 year growth

-9%
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
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.

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.