Emily is a Vice President in Accordion’s Strategic Finance practice, with experience in credit and equity analysis and data‑driven forecasting for mid‑ to large‑cap multinational companies. She brings a capital markets lens to corporate finance questions, combining fundamental analysis with rigorous quantitative modeling to support investors, boards, and management teams.
At Accordion, Emily leads and supports analytical workstreams focused on forecasting, performance diagnostics, and KPI design, with a particular emphasis on travel, transportation, and consumer‑facing businesses.
Her recent work includes building near‑term demand and revenue forecasts using flight and traveler data, developing macro benchmarking frameworks that link local economic indicators to volume and pricing, and designing 26‑week cash flow and liquidity models that help sponsors and management teams understand risk, resilience, and value‑creation levers. She also helps translate complex analyses into decision‑ready materials for senior executives and lenders.
Before joining Accordion, Emily was an Equity Research Intern at Cedar Street Asset Management in Chicago, where she conducted fundamental research on global equities. She also worked as a Finance Intern at VMware in Palo Alto, helping enhance financial and operational visibility around a software‑as‑a‑service transformation plan for senior leadership.
She began her career as a Credit Analyst at Taiwan Cooperative Bank, where she covered U.S. syndicated loans and underwrote transactions across retail, technology, real estate, manufacturing, energy, airline, and cruise line sectors, working closely with investment banks and senior management teams to structure credit solutions.
Emily holds a B.S. in Economics from Tamkang University, an M.S. in Finance from Purdue University’s Krannert School of Management, and an M.B.A. in Analytical Finance and Strategic Management from the University of Chicago Booth School of Business. She is also a Chartered Financial Analyst (CFA) charterholder.