Home
Solutions
Foundational Accounting and FP&A Enhancement
Controllership Advisory and Optimization

Controllership Advisory and Optimization

Achieving your ideal finance and accounting function requires an honest assessment of your controllership function. Are your financial statements accurate? Have you implemented all the required standards? Are you effectively managing risks? Are your processes efficient and tech-enabled?

Our experts are “Super Controllers” who have sat in seat—which means we don’t stop at identifying inefficiencies; we implement the operational improvements that drive real value: enhancing processes, improving reporting accuracy, implementing the right technology, and if needed, providing interim support. The result? A solid foundation—built to scale at the speed of PE and support the not-yet-identified needs of future executives.
PAIN POINT

Struggle producing reliable and accurate financial records in compliance with accounting standards.

What Accordion brings:
Convert from cash to accrual accounting.
Analyze the business to propose required adjustments and build processes for accrual-based accounting, including restating historical periods so that you’re audit ready.
Ensure correct numbers.
Conduct a detailed review of policies and procedures to ensure expenses, revenue, capitalization procedures, etc. are all up-to-snuff with GAAP standards.
Enhance internal controls.
Develop and enhance internal controls that ensure accuracy and reliability of financial records.
Organize and reconcile data.
Implement data & analytics strategies that create a single source of truth for your data, identifying changes to chart of accounts as needed, and designing repeatable data reconciliations.
PAIN POINT

Process inefficiencies within the controllership function.

What Accordion brings:
Assess function.
Conduct comprehensive assessment of finance function processes, identifying inefficiencies and bottlenecks.
Design roadmap & implement.
Create a detailed roadmap that outlines plans for process optimization and help your team successfully implement the required changes.
Deploy technology.
Implement the right tech stack to streamline financial processes for repeatable success, where it financially and functionally makes sense.
PAIN POINT

Struggle to recruit controllership talent that understands PE complexities.

What Accordion brings:
Support controllership function.
Act as “Super Controllers” in an interim fashion (if needed) to help your team master core accounting processes while driving efficiencies across the function.
Mentor team.
Set the stage for lasting success by mentoring the in-house team, defining the core attributes critical to the in-seat position.
Design controllership function and assist with hiring.
Build out the required roles and responsibilities for your controllership organization then advise and support through the hiring process to find the right team to run the function.
Optimize environment.
Help you right-size and maximize a controlled environment so that all proper steps are put into place without disrupting business-as-usual.
We consistently create value for the world’s most sophisticated private equity firms and their portfolio companies.
See more.
We consistently create value for the world’s most sophisticated private equity firms and their portfolio companies.
See more.

Meet a few
of our experts.

Pamela Stern
Pamela Stern
Senior Managing Director, Head of Commercial Excellence

Pamela is a Senior Managing Director and Head of Commercial Excellence at Accordion. She has two decades of experience stemming from roles at the Big 4, private equity, public and privately held companies. A certified public accountant, Pamela provides execution leadership and project execution for merger integration, business process improvement, financial close acceleration, and visibility reporting.

READ FULL BIO
Ayla Queiroga
Ayla Queiroga
Managing Director

Ayla is a Managing Director with over a decade of experience in advisory, accounting, and transaction execution. She partners with C-Suite and other senior leaders to drive value through the finance function and has experience in a variety of sectors including Consumer Products, Manufacturing, Technology, Retail Services, Health Care, Financial Services, and Media.

READ FULL BIO
Rich Halevy
Rich Halevy
Managing Director

Rich is a Managing Director with three decades of leadership experience building finance organizations and partnering with leadership teams to execute strategic initiatives in companies ranging from rapidly expanding private equity-backed entities to large multi-national enterprises. Rich is differentiated by his operational experience as a CFO, with a focus on financial governance, M&A and capital raising transaction execution, and...

READ FULL BIO

Ready to get stuff done? Let’s talk.

We can tell you about us, but we want to hear about you. Tell us what's holding you back from building the future state of your organization.