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Performance Management (CPM/EPM)

Performance Management (CPM/EPM)

CFOs without a CPM solution are like drivers without a digital GPS—and paper maps don't cut it under private equity scrutiny. If you're relying on manual, unsophisticated, non-dynamic tools, you won't be able to navigate effectively or re-route to avoid obstacles. Don't get stuck on the side of the road. Get nimble enough to adjust mid-course.

Our CPM/EPM experts specialize in budgeting & forecasting and close & consolidation solutions to enable better planning, improved reporting, and actionable business oversight. Knowing how to implement the right tools for your unique business needs, we work with you from strategy to implementation (and beyond) to enable data-based business decision-making that drives value creation.

Need a CPM health check?
If your current performance management technology isn’t living up to its potential, our CPM health check experts can help you optimize it.
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PAIN POINT

Struggle to collect and consolidate data and KPIs for performance visibility and informed business decision-making.

What Accordion brings:
Reduce manual data work.
Automate data collection and consolidation.
Consolidate data.
Consolidate disparate data sets and create a single source of truth in a scalable way.
Integrate data company-wide.
Link data with financial planning, operational, and strategic planning through connected data flow.
Give stakeholders visibility.
Provide a centralized view of business performance.
PAIN POINT

Missed close and reporting deadlines due to excessive manual processes.

What Accordion brings:
Increase efficiency for your close.
Reduce time-to-close by automating the process.
Increase interdepartmental collaboration.
Manage and track progress of financial close activities, ensuring accountability and collaboration between departments, by implementing workflow automation.
Reduce manual errors.
Mitigate errors by implementing RPA, reducing manual workload.
PAIN POINT

Poor financial management and missed opportunities due to inefficient budgeting, forecasting, and financial planning processes.

What Accordion brings:
Implement best practices.
Advise on best practices in finance, accounting, and operations, and then implement them.
Reduce manual work.
Eliminate spreadsheets by moving planning processes into the cloud.
Integrate across the company.
Incorporate operational insights outside of finance (i.e., sales, marketing, external market data, etc.) for holistic budgeting and forecasting.
Measure impact.
Model new and what-if scenarios based on real-time results.

Strategy and implementation expertise.

Onestream
Oracle EPM Cloud

Meet a few
of our experts.

Justin D'Onofrio
Justin D'Onofrio
Managing Director, Performance Management Team Lead

Justin is a Managing Director and Planning Solutions Team Lead within Accordion’s CFO Tech 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.

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Joe Stasi
Joe Stasi
Managing Director, Performance Management Team Lead

Joe is a Managing Director, Consolidations Team Lead in Accordion’s CFO Tech practice, bringing with him over 20 years of corporate close process experience. Before joining Accordion, Joe was a co-founder of Platform Specialists (acquired by Accordion in 2022), a boutique consultancy focused on delivering client solutions for...

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Andrew Fahy
Andrew Fahy
Managing Director

Andrew is a Managing Director with over 10 years of finance and consulting experience. Bringing a strong financial background to CPM consulting, he has experience leading large-scale projects for global organizations across consolidations, forecasting & planning, data integration, and analytics. This breadth of experience helps Andrew understand how the various finance functions can fit and work together across a company’s CPM...

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Wilson Dang
Wilson Dang
Director

Wilson is a Director in Accordion’s corporate performance management practice, with over five years of financial planning and analysis experience spanning investment banking, consumer banking, and private wealth management. He leads Anaplan model design and implementation workstreams focused on staffing, expense, and revenue forecasting, acting as the primary architect for models that support headcount planning, supply chain, project...

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Adeon Tracey
Adeon Tracey
Solution Lead

Adeon is a Solution Lead in Accordion’s corporate performance management practice, with nearly twenty years of experience designing, implementing, and training users on finance and reporting systems.

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Adam Stevens
Adam Stevens
Director

Adam is a Director in Accordion’s corporate performance management practice, with more than nine years of consulting experience supporting CFO organizations. He leads end-to-end planning and reporting workstreams across a portfolio of Workday Adaptive Planning implementations, re-implementations, and ongoing optimization engagements, with a focus on revenue, expense, and workforce planning models for sponsor-backed companies.

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Kristin Tutchstone
Kristin Tutchstone
Solution Lead

Kristin is a well-versed Enterprise Performance Management (EPM) Solution Lead certified in multiple financial systems, with more than five years of experience specializing in deploying business solutions that deliver meaningful value add to finance teams. Concentrating in technologies such as Oracle EPM and Planful, Kristin has served as Developer and Analyst for numerous projects with clients ranging from mid-market to Fortune 500...

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