Jared is an Associate in Accordion’s Strategic Finance practice with experience in private equity and financial advisory environments. He focuses on building detailed operating and financial models, reporting packages, and forecasts that give management teams and sponsors clear, actionable insights.
At Accordion, Jared supports planning, forecasting, and performance analysis workstreams for sponsor-backed healthcare and services businesses. Recent work includes serving as primary model builder on a multi-clinic compensation model for a national veterinary services platform, where he designed a driver-based tool for budgeting, scenario analysis, and incentive alignment.
He has also supported lender reporting for a building products company through a recurring model that maps general ledger data to credit agreement definitions and streamlines covenant and KPI reporting. In addition, Jared has contributed to budgeting and Workday Adaptive planning for an oncology practice network and to strategic planning and performance analysis for a home health and personal care platform, including P&L views and segment waterfalls for board materials.
He regularly uses advanced Excel and Microsoft Power Suite tools to help clients improve monthly reporting, cash and liquidity management, and three-statement modeling.
Before joining Accordion full-time, Jared interned with the firm on both the Strategic Finance and Maestro teams, supporting data-driven reporting and forecasting initiatives and building familiarity with core finance operations. He graduated from the University of Maryland with a B.S. in Information Science, with a concentration in Data Science.