Management & Stakeholder Reporting Enhancement

Sponsors want CFOs to create value for their business. PE-backed CFOs want to exceed sponsor expectations. Executing a value plan together starts with accurate, timely, and insightful reporting of relevant performance metrics.

Our experts identify the right metrics that drive enhanced reporting, offering clear insights into business performance and ensuring alignment with value creation objectives. Optimizing data, technology, and processes, we design and build a reporting structure that enables informed decision-making and solidifies a strong sponsor-CFO relationship that lays the foundation for PE success.

PAIN POINT

Misalignment of sponsor-CFO expectations on performance visibility that leads to iteration and ad hoc work.

What Accordion brings:

Facilitate clear communication.

Drive regular, insightful communication between sponsors and CFOs to ensure mutually-understood reporting expectations (goals, cadence, etc.).

Align KPIs with business goals.

Identify and define the KPIs that align with business and value creation objectives and bridge the gap between expectations and execution.

Generate forward-looking insights.

Focus on leading indicators that show where the business is going for forward-looking insights.

PAIN POINT

Disparate data and non-standardized processes that create delayed and inaccurate reports.

What Accordion brings:

Optimize reporting for timely decision-making.

Streamline reporting process and cadence to accelerate reporting and enable timely decision-making.

Bring disparate data together.

Create a single source of truth for enterprise-wide data to mitigate inconsistencies and improve data accessibility.

Ensure data integrity.

Establish strict data governance and quality management practices to ensure accurate and reliable data is used in reports.

PAIN POINT

Lack of finance team resources to keep up with sponsor reporting demand.

What Accordion brings:

Automate processes.

Implement the right technology stack to drive process automation and reduce manual demand.

Enhance business reviews.

Drive more effective operating and business reviews by creating and delivering timely and actionable flash reports, weekly scorecards, and intra-monthly operating reports.

Oversee overall reporting structure.

Assist in all aspects of management and stakeholder reporting, including the creation of effective management, Board, and Lender reports.

CLIENT STORY

Arming a security services co. with a better close and reporting process

You’re a security services provider that has grown through a series of acquisitions, and you’ve recently been acquired by a PE sponsor. However, due to a lack of post-merger integration across sources, systems, processes, and teams, the month-end close is taking far too long and lacks a structured process. Reporting on financial and operating performance is now a much too manual process which is...

Power co. needs more powerful data and reporting

You’re a leading provider of mission-critical power and energy solutions to the defense, aerospace, and medical markets. You’re experiencing challenges with visibility into operational and financial results, due to primarily offline operational data sources across business segments and limited insight into variance drivers. You need help organizing your data and enhancing reporting.

We consistently create value for the world’s most sophisticated private equity firms and their portfolio companies.

We consistently create value for the world’s most sophisticated private equity firms and their portfolio companies.

Meet a few
of our experts.

Sanjeev Parlikar

Senior Managing Director

Sanjeev is a Senior Managing Director with over two decades of experience in corporate and operational finance, M&A, and strategic advisory. He focuses on the growth and development of our Strategic Finance Practice, managing client relationships, leading projects – and always on driving value creation for our clients. Sanjeev has also led numerous complex M&A and financing transactions for global corporations and private...

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Chris Stipe

Managing Director, Head of Chicago Office

Chris is a Managing Director with more than 15 years of experience transforming Finance organizations to create clear visibility and accountability for financial performance across the business. He specializes in planning, budgeting, forecasting, management reporting, product costing and finance process automation.

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Jeremy Pawlak

Managing Director

Jeremy is a Managing Director who has cross-functional experience working with executive teams in the areas of finance, accounting, operations, and strategy. Jeremy is a CFA Charterholder and Certified Corporate FP&A Professional.

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Anton Gimmel

Managing Director, Head of San Francisco Office

Anton is a Managing Director with over 15 years of advisory, investment and FP&A experience with private and public companies ranging from large multinational corporations to startups. With Accordion, Anton partners with management and private equity sponsors to improve business performance and transform finance & accounting organizations. His prior roles in growth equity and as an operator give him unique perspective and a...

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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.

Management & Stakeholder Reporting Enhancement

Misalignment of sponsor-CFO expectations on performance visibility that leads to iteration and ad hoc work.

Disparate data and non-standardized processes that create delayed and inaccurate reports.

Lack of finance team resources to keep up with sponsor reporting demand.

Arming a security services co. with a better close and reporting process​

Power co. needs more powerful data and reporting​

Meet a fewof our experts.

Ready to get stuff done? Let’s talk.

Arming a security services co. with a better close and reporting process

Power co. needs more powerful data and reporting

Meet a few
of our experts.