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Anaplan

Your certified Anaplan partner.

Anaplan is a leading performance management solution that enables smarter financial and operational decision-making. We can help you unlock its full potential.

Our Anaplan experts work with you from strategy to implementation – aligning finance and business processes with technology requirements, connecting the data and systems behind the scenes, and customizing a solution to meet your unique needs. We’re more than technologists. We’re financial analysts, CPAs, and experienced consultants with deep functional expertise in financial close, planning, and reporting who specialize in high-growth, private equity-backed environments. Put simply: we know how to leverage Anaplan to drive value creation.

Discover our connected planning pack.

Accelerated Profitability (P&L) Planning

Quickly react to external market changes with flexibility assumptions and “what if” modeling. Build and analyze company and product profitability with a driver-based connected plan.

Workforce & HR Planning

Better manage one of your most important assets – your people. Project your detailed compensation costs by person and key job roles. Set a plan to build employee skills through training and initiatives.

Sales Forecasting

Gain insights from real-time sales activity. Use historical sales data, orders, and pipeline to derive more accurate sales projections.

Financial Close

Gain confidence and efficiency in your financial reporting. Consolidate and analyze ledger data with better insights into your financial performance.

Strategic Planning

Plan for the future. Manage short- and longer-term strategic initiatives and their impact to financials and people plans.

Explore our pre-built Anaplan Accelerators
In addition to the “Connected Planning Pack” referenced above, Accordion offers a variety of “Anaplan Accelerators” prebuilt to expedite your deployment process, improve ROI, and reduce implementation risk.
Explore our Accelerators

Real world results.

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 McLoughlin
Joe McLoughlin
Senior Director

Joe is a Senior Director in CFO Tech Services with over four years of financial planning and forecasting implementation experience with Anaplan. His experience includes leading Anaplan projects for a wide variety of clients ranging from publicly traded Fortune 500 companies to private equity-backed organizations.

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Rebecca Pfender
Rebecca Pfender
Director

Rebecca is a Director in Accordion’s CFO Tech Practice with nearly seven years of experience in system implementation and project management experience. She’s worked with clients spanning from Fortune 500 companies to smaller private companies as a certified Anaplan Solution Architect, certified Master Anaplanner, and Scrum Master.

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