Job description
Company Overview
We are the better way to work in finance. As private equity’s value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value—supporting the office of the CFO to drive end-to-end value creation.
If you crave challenging work and are looking to grow, come solve complex issues alongside 1,400+ finance & technology experts in a supportive, collaborative environment.
Backed by premier private equity firms and headquartered in New York with 10 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark.
CFO Technology
Accordion’s CFO Technology Practice effectively and efficiently delivers the digital services and solutions to support organizational strategic initiatives.
Our CFO Technology experts work cross-functionally — alongside practitioners from all corners of Accordion — to arm CFOs with the appropriate digital solutions needed to implement the team’s business process recommendations and to capitalize on value creation opportunities. From ERP, CPM, Analytics, Data Integration, RPA, and beyond, CFO Tech provides finance leaders with a single, objective partner capable of delivering from strategy to execution.
This position must be based in our Atlanta or Dallas offices and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to a desired location.
This position is not eligible for immigration sponsorship.
What You’ll Do:
- Working under a Project/Solutions Lead, participate in discussions and meetings with Accordion clients to gather and refine client needs
- Translate client requirements into Anaplan model designs & user stories
- Build Anaplan models based on user stories utilizing best-practice methodologies
- Collaborate with functional and technical team members to develop effective Anaplan solutions Create UX pages, dashboards, and management reports to facilitate input and reporting of data
- Optimize existing models to improve functionality and integrate new features
- Present proposed Anaplan solutions to clients
- Collaborate with project team to maintain client relationships and meet expected timelines
- Lead and participate in User Acceptance Testing (UAT) to ensure models meet client expectations
- Keep up-to-date with best practices and apply to client projects
- Support internal initiatives such as demo & pre-sales model builds
- Provide Anaplan consulting expertise utilizing industry experience, business analysis, best practices and a pragmatic mindset to facilitate clients most complex requirements
- Provide general customer service and assistance to clients and serves as the ‘go-to’ resource on all project related inquiries
- Travel to client site as needed
You Have:
- Bachelor’s degree, preferably in Accounting, Finance or Management Information Systems
- Minimum 2 to 4 years+ of Anaplan experience in either a consulting or client Center of Excellence (COE) capacity Experience as an Anaplan Model Builder and have completed at least Level 2 Certification
- Demonstrated understanding and expertise of connected planning concepts in Anaplan, including but not limited to, Supply Chain, T&Q, and core FP&A use cases such as budgeting, forecasting, workforce, driver-base planning & scenario modeling
- Previous industry/functional experience in Financials, Accounting, Manufacturing, Software, Wholesale Distribution, Services, Retail, Enterprise, General Business
- Previous experience and ability to gather business requirements and effectively implement on CPM solutions
- Strong oral and written communication skills, including presentation skills
- Excellent client relation skills, organization, & prioritization capabilities
You Are:
- A self-starter with a strong work ethic
- A leader of others; you lead by example
- A strong team player, able to work with team members across all levels
- Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
- Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)
- Excited to be part of a growing team, with a focus on driving future growth
- Full of entrepreneurial spirit and comfortable in a fluid, flat organization
- Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies
- Passionate about delivering exceptional client service
- Someone who enjoys mentoring others and doing meaningful work
- Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
The annual salary for this role ranges from: $99,000 to $130,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.
Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
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