• Build and own Accordion’s monthly financial reporting package and develop automatic PowerBI connections to the Company’s ERP, HRIS, and CRM systems, reducing time from month-end-close to materials distribution
• Manage annual budget process and quarterly reforecasts across 8 revenue-generating practices
• Develop and manage EBITDA addbacks and lender reporting, positively impacting Accordion’s valuation
• Own waterfall cap table for equity-holders and build model determining future value of common and option holders
• Own all financial models (sole modeling resource for Accordion’s finance team) for M&A as well as Accordion’s standalone long range financial model. Build investor/bank model for 2022 Charlesbank transaction
• Sole M&A resource working directly with CFO on inorganic growth opportunities to augment Accordion’s best-in-class
private equity consulting platform
• Closed four M&A transactions across financial and technology consulting industry

Analyst, Leveraged Finance (TMT Coverage) Jun 2016 - Dec 2018
• Completed 100+ pitches and deal executions for companies across software, internet & digital media and semiconductor verticals with experience in high-yield and investment-grade bonds, institutional loans, bank debt, convertible bonds and underwritten acquisition financing
• Extensive experience structuring credit facilities for pre-EBITDA, pre-IPO technology companies
• Staffer for ~10 analysts and associates, including offshore support team members
• Selected transaction experience:
• $8bn acquisition financing (term loan, bonds and bridge) for semiconductor company (Microchip / Microsemi)
• Ran 3-statement credit model projecting pro forma company's future cash flows and ability to repay
• Drafted Moody's / S&P ratings agency presentation utilized by company to receive first time rating
• Fielded 100+ lender questions during term loan and credit facility syndication processes
• $2bn acquisition financing (conve