BEFORE ACCORDION
Palm Tree LLC
Deloitte
Pricewaterhouse Coopers
ALMA MATER
University of Rochester, Master of Science in Finance
University of California, Los Angeles, B.A. in Business Economics
Marcus Lyu is a Director in Accordion’s Strategic Finance practice, based in Los Angeles. He is a CFA charter holder and a CPA (California, inactive) with deep experience supporting private equity-backed companies across liquidity management, FP&A, and broader Office of the CFO initiatives. Marcus serves as a trusted advisor to CFOs and sponsors, designing and implementing pragmatic forecasting, reporting, and analytics solutions in complex, fast-moving environments. He was recognized as one of the 2025 Banking & Finance Visionaries by LA Times Studios Magazine.
Marcus partners with private equity-backed portfolio companies on end-to-end FP&A workstreams, including annual budgeting, rolling forecasts, 13-week cash flow forecasting, monthly management reporting, KPI tracking, and working capital optimization.
Prior to Accordion, Marcus spent five years at Palm Tree LLC, where he progressed from Senior Analyst to Senior Vice President and led engagement delivery within the Strategic Finance practice. Earlier in his career, he worked at Deloitte, advising clients on complex valuation matters, and at PwC, supporting SOX and internal control engagements for public companies.
Marcus holds a Master of Science in Finance from the Simon Business School at the University of Rochester and a B.A. in Business Economics from UCLA.