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Finance Onboarding

Finance Onboarding

Newly-acquired portfolio companies aren’t perfect from the get-go. There are often gaps in the finance function: disparate data, unclear reporting, weak capabilities, unhappy post-investment surprises, lack of CFO/sponsor alignment on the value creation plan, and more.

We guide you toward effective financial onboarding designed for the speed and rigor of private equity. We bring in cross-functional experts in the first 100 days to optimize your reporting, and accounting functions through a value creation lens. We set you on a course for better sponsor/portfolio company alignment and improved decision-making.
PAIN POINT

Murky reporting metrics and a lackluster data environment (with antiquated systems) that prevent accurate performance visibility.

What Accordion brings:
Diagnose data & system issues.
Conduct a data & analytics diagnostic that breaks down issues stemming from antiquated systems (like Excel).
Develop metrics for performance visibility.
Define granular metrics and build reporting structure that drives timely insights into business performance and increases sponsor/portfolio company alignment.
Enhance financial modeling & forecasting.
Build critical financial models and enhance budgeting and forecasting.
Drive informed decision-making.
Track progress toward strategic initiatives for informed business decision-making.
PAIN POINT

Inefficient accounting and transaction processing, with a lengthy close process and ineffective GAAP reporting.

What Accordion brings:
Accelerate accounting improvements.
Drive quick-win accounting improvements and support with transaction accounting (Purchase Price Allocation/Net Working Capital ) to allow for a rapid close process that meets sponsor, lender, and transaction accounting requirements.
Refine GAAP conversion.
Optimize GAAP conversion process.
Evaluate close process.
Conduct a close process deep-dive to assess key issues.
Automate close process for efficiency.
Implement close process automation to streamline processes and create a culture of accountability.
AI-enabled close acceleration.
Redesign, expedite, and improve visibility through AI-powered journal entries, reconciliations, transaction matching, and variance analyses.
PAIN POINT

High-cost finance function reliant on outdated technology, with unclear understanding of team capabilities.

What Accordion brings:
Assess finance team.
Conduct a comprehensive assessment of finance team capabilities.
Identify automation opportunities.
Outline quick-win opportunities for automation to drive growth.
Support interim leadership onboarding.
Provide interim leadership onboarding support (if necessary).
Create scalable finance roadmap.
Develop comprehensive finance function roadmap to establish a scalable foundation, including the design and build-out of your future-state finance organization structure.
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.

Chris Durbin
Chris Durbin
Managing Director

Chris is a Managing Director with nearly three decades of professional experience – both in consulting and industry roles. This experience has driven him to focus on cost effective and sustainable solutions. Chris’ specific expertise includes finance transformation, performance improvement, and merger integration.

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Jeremy Pawlak
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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Sanjeev Parlikar
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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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.

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