Jake is an Associate with client services and corporate experience.
Before joining Accordion, Jake was a Finance Manager at GridLiance, a Blackstone Portfolio Company. Jake was tasked with transforming the annual budgeting process, implementing a quarterly forecast process, creating a robust management reporting package to assist executives in decision making, and assisting and transforming transaction diligence and modeling.
Jake began his career as a CPA at PwC in the Assurance practice. By primarily auditing wholesale power generation and distribution clients, Jake gained experience not only in financial modeling, but also in incorporating acquired businesses into the existing organization. After two years in Assurance, he spent time in Transaction Services providing financial due diligence to potential acquirers and target organizations.
Jake graduated from the University of Oklahoma with a Master of Accountancy and B.A. in Accounting.
“Luck is what happens when preparation meets opportunity” – Seneca