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The Accordion Approach

Accordion works with clients from strategy to implementation – configuring and customizing the CPM/EPM system to meet the business requirements. This includes:

CPM/EPM Strategy & Project Guidance

We engage early to best align finance and business processes with technology requirements.

Software Selection & Assessment

We take a “tech-agnostic” approach to assisting clients with software selection and road mapping.

Process Improvement

Our consultants bring more than tech expertise; we’re able to advise on best practices in finance, accounting, and operations.

Data & Systems Integration

By connecting the data behind the scenes, we make manual data collection/consolidation more automated and seamless.

Managed Services & Support

We have a dedicated onshore managed services team that helps augment client teams in both technical and functional areas.

Performance Tuning

If a new system is not required, our consultants are able to optimize existing technology to improve efficiency and scalability.

Anthony Holmes

The Accordion team has helped us drive real business value through technology enablement. We’re leveraging the solutions they helped us develop to better manage and forecast product profitability, link our sales forecasts with financial plans, and optimize spend. They really understand how to partner and deliver tangible results.”

Anthony Holmes
Senior Director, Solutions Management, Leading Publishing Company

By successfully implementing CPM/EPM systems, Accordion's solutions enable clients to:

Unlock value by driving more actionable and accurate forecasting:

  • Financial Statement Forecasting
  • Revenue Modeling
  • Driver-Based Forecasting
  • Rolling EBITDA Forecasting
  • Zero-Based Budgeting

Reduce complexity and manual effort with streamlined operations:

  • Budget & Forecast Consolidation
  • Actuals & Transaction Systems Integration
  • Forecast Process & Systems Automation
  • Machine Learning-Based Forecasting

Improve results in the areas that matter most:

  • Product Profitability & Allocations
  • Financial, Operational, and FX KPI Modeling
  • Labor & Workforce Planning
  • Strategic/Long-Range Modeling
  • CapEx Planning

Meet (Some of) Accordion's CPM/EPM Experts

Justin D’Onofrio
Justin D’Onofrio
Managing Director, Planning Solutions Team Lead

Justin is a Managing Director and the Planning Solutions Team Lead within Accordion’s CFO Technology Practice. He has more than 15 years of experience leading the deployment of forecasting and analytic solutions for companies ranging from PE-backed to Fortune 1000. Justin’s specific expertise is in the Performance Management space, primarily serving Finance team use cases – representative examples being: forecasting, budgeting, strategic planning, EBITDA and profitability management, workforce planning, gross margin optimization, and currency analysis.  Read more

Joe McLoughlin
Joe McLoughlin
Solution Lead

Joe is a Solution Lead with more than four years of financial planning and forecasting implementation experience with Anaplan. His expertise includes leading Anaplan projects for a wide variety of clients ranging from publicly traded Fortune 500 organizations to private equity-backed companies.  Read more

Rebecca Pfender
Rebecca Pfender
Senior Consultant

Rebecca is a Senior Consultant with nearly seven years of experience in system implementation and project management. As a certified Anaplan Solution Architect, certified Master Anaplanner, and Scrum Master, Rebecca has worked with clients spanning from Fortune 500 to smaller private companies.  Read more

Accordion Deliverables

  • Gather and define solution requirements (working with key stakeholders)

  • Manage implementation of selected software

  • Design and configure systems

  • Conduct data validation and user acceptance testing

  • Provide user training and documentation, as well as ongoing support (as needed)

Need Budgeting & Forecasting Support?

Our team is here to help (from strategy through implementation).