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Dimitri Theofanis

Dimitri Theofanis

Dimitri is a Vice President in Accordion’s Strategic Finance practice with over six years of experience in FP&A, corporate finance, and M&A.

As a Vice President at Accordion, Dimitri has worked with clients on various engagements including management reporting development, forecast process enhancement, and sell-side readiness. Select projects include:

  • Development of full management reporting pack for carve-out in the Consumer Products & Beauty industry (including monthly P&L, Top/Bottom customer analyses, and other high-priority views), with a core focus on data integrity
  • Development of dynamic pricing models and forecast models for large Professional Services provider, incorporating complex revenue recognition dynamics given nature of the business
  • Development of Financial and Operational Power BI Dashboards in addition to Excel-reporting pack enhancements for a large national recycling company
  • Led operating and forecast model creation for client in Information Services industry (part of $3bn sell-side transaction), and supported CFO during sale process

Prior to Accordion, Dimitri was an investment banking analyst at J.P.Morgan, where he helped advise mid- to large-cap corporations across industries on all aspects of corporate finance, including strategic separation and M&A transaction structuring (including spin-offs, split-offs, carve-outs, real estate monetization, SPACs), capital structure and liquidity optimization, and capital allocation advisory.

Dimitri was selected as part of the Thomas G. Labrecque Smart Start Scholarship, a four-year full-tuition scholarship and internship program at J.P. Morgan.

Dimitri graduated from New York University, Leonard N. Stern School of Business.

“There are many ways of going forward, but only one way of standing still.” Franklin D. Roosevelt

Something You Should Know

  • Has travelled to over thirty countries across three continents
  • Loves any type of puzzle or brainteaser (jigsaw puzzles, Rubik’s Cube, KenKen, crosswords, the list goes on…)

Noteworthy

  • Selected as part of the Thomas G. Labrecque Smart Start Scholarship while studying at NYU