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Solution Lead, Anaplan

Department
CFO Technology
Location
Atlanta
  • Founded in 2009
  • 1,000+ employees
  • Serving 300+ leading private equity firms

Company Overview

There’s a better way to work in finance—and more specifically, a better way to unlock value potential in private equity-backed portfolio companies. Working at the intersection of sponsors and management teams across every stage of the investment lifecycle, our team provides hands-on, execution-oriented support to elevate the office of the CFO.

So, what does it mean to work at Accordion? It means joining 1,000+ finance & technology experts in a high-growth, agile, and entrepreneurial environment while changing the way portfolio companies drive value. It also means making your mark on Accordion’s future—by embracing a culture rooted in collaboration and a firm-wide commitment to building something great, together.

Accordion is headquartered in New York City with 11 offices around the globe. Join us!

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 role can be based in any of our US office locations and is a hybrid role. Ideal candidates should be local to the desired location, with the flexibility to work remotely 2-3 days a week, blending the best of both worlds for efficiency and collaboration.

What You’ll Do:

  • Collaborate with clients to prepare & manage objectives, scope, project plan, timeline, budget & resource plan for Anaplan implementations
  • Work directly with clients to document business requirements and translate them into specific Anaplan functionality
  • Collaborate with functional and technical team members to develop effective Anaplan solutions
  • Manage the effective transition of requirements to the delivery team, ensuring a clear & complete understanding of requirements
  • Identify risks & manage mitigation plans in close collaboration with clients
  • Facilitate weekly status meetings with clients & prepare weekly status reports
  • Provide Anaplan consulting expertise utilizing industry experience, business analysis, best practices and a pragmatic mindset to facilitate clients most complex requirements
  • Effectively configures and customizes client Anaplan environments to develop proof of concepts and present sustainable solutions to client executives and key stakeholders
  • Provide general customer service and assistance to clients and serves as the ‘go-to’ resource on all project related inquiries
  • Supervise, mentor and develop junior consultants and business analysts on application and implementation methodology

Ideally, You Have:

  • Bachelor’s degree, preferably in Accounting, Finance or Management Information Systems
  • Minimum 2 to 4 years+ of Anaplan consulting experience including multiple full life cycle Anaplan implementations
  • Experience as an Anaplan Model Builder
  • Demonstrate understanding and expertise of OneStream horizontal and vertical extensibility, configuration and workflow related to Close and Consolidation, Planning and Forecasting, Account Reconciliation or Specialty Planning marketplace solutions
  • 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

Ideally, 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
  • Willing to travel according to client needs

Salary: $145,000 to $190,000 + benefits + bonus

Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to 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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Company Overview
In 2009, Accordion set out to prove that there was a better way to work in finance – and more specifically, a better way to unlock value potential in private equity portfolio companies. In the years since, our firm has grown into a bi-coastal team of 1000+ finance and technology professionals, serving nearly 300 of the world’s leading private equity firms out of offices in Atlanta, Boston, Charlotte, Chicago, Dallas, Detroit, Los Angeles, New York, San Francisco, and South Florida.

Our mission is to shape a new era in the private equity industry. Focusing exclusively on the office of the CFO of PE-backed companies, we’re committed to driving value creation through financial consulting services and portfolio operations technology.

So, what does it mean to work at Accordion? It means thriving in a high-growth, agile, and collaborative environment. It means changing the way private equity firms create value at their portfolio companies. And ultimately, it means making your mark on the firm’s future – by embracing a culture rooted in humility and a firm-wide commitment to building something great, together. Join us!