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Accordion: Your Certified Adaptive Planning (Workday) Partner

Adaptive Planning (Workday) is a leading performance management solution that provides streamlined budgeting, forecasting, reporting, and analytics capabilities for companies of all sizes. Curious about Adaptive Planning (Workday)? We can help you unlock its full potential.

Our Accordion team has been trusted by countless companies across industries because:

  • We’re more than technologists; we’re financial analysts, CPAs, and experienced consultants with deep functional expertise in financial close, planning, reporting, and more.
  • We specialize in high-growth, private equity-backed environments, and know how to leverage Adaptive Planning (Workday) to drive value creation.
    We don’t mean to brag, but we’re pretty great partners.

Let’s Plan Together.

We empower Finance teams to obtain accessible data, insightful metrics, and meaningful reports by implementing technology solutions that provide real-time visibility into the state of the business. Ultimately, this helps Finance teams to not only tell a holistic and accurate story to stakeholders, but to make results-driving decisions based on up-to-date data analysis. Accordion offers customized Adaptive Planning (Workday) packages designed to maximize the value of the platform, allowing you to leverage data from all corners of your business.

Transform Your Financial Planning Process with a Cohesive & Connected Set of Core Applications

Discover Accordion’s Adaptive Base Planning Model

Accordion’s Adaptive Planning (Workday) Solution Accelerators

In addition to the Adaptive Base Planning Model referenced above, Accordion offers a variety of “Adaptive Accelerators” prebuilt to expedite your deployment process, improve ROI, and reduce implementation risk:

  • Income Statement Planning

    A fully built and tailorable P&L planning solution based on best practices: including driver-based forecasts, historical trending, insightful analytics, and comparative reporting.

  • Workforce Planning

    A fully built and tailorable Workforce model based on best practices, including: integration with HRM, locale-specific tax rates, granular salary/merit/bonus calculations, and flexibility to plan for new hires and open requisitions.

  • Balance Sheet & Cash Flow

    A fully built and tailorable 3-statement indirect model, all automated and connected, including: balance sheet and cash flow statement fed by P&L, adjustments to operating and financing activities, and capability for top-side adjustments.

  • Professional Services

    A customized model for professional services businesses driven by customer contracts, projects, bill rates, utilization, and CRM-sourced opportunities and demand. Built for managing employees, tracking opportunities, and summarizing projects.

  • SaaS

    A customized model for software businesses focused on ARR, bookings, product granularity, renewal management, and opportunity pipeline integrated with the CRM system. Built for reviewing and forecasting outstanding opportunities, managing renewals, reporting on & manage your sales funnel, and calculating AAR.

  • 13-Week Cash Flow

    A fully-built and tailorable 13-week cash flow, integrating the balance sheet, P&L, and Workforce Planning models, including: AP Balance roll forwards, sales/revenue stream modeling, and automated tax calculations. Built for managing liquidity on a weekly basis; measuring sales receipts and future liabilities; and operating, investing, and financing expenses.

Meet (Some of) Accordion's Adaptive Planning (Workday) Experts

Eduardo Braghin
Eduardo Braghin
Senior Director

Eduardo is a Senior Director within Accordion’s CFO Technology Practice. He has more than 20 years of experience leading the deployment of ERP, reporting, forecasting, and analytic solutions for companies ranging from PE-backed to Fortune 1000. Eduardo is results-oriented and has a highly effective combination of information technology expertise, diverse industry knowledge, leadership experience, and management skills. He has strong technical and business savvy in addition to communication, analytical, problem-solving, and change management abilities.  Read more

Adam Stevens
Adam Stevens
Solution Lead

Adam is a Solution Lead with over 9 years of consulting experience within the office of the CFO. Adam’s experience is focused on deploying planning and financial management software for clients ranging from small businesses to Fortune 50.  Read more

Tim Meagher
Tim Meagher
Senior Consultant

Tim is a Senior Consultant specializing in finance technology transformations with a focus on corporate performance management, financial planning, SaaS, and data management. He has a strong background helping lead implementation and advisory engagements in the operational and financial intelligence space.  Read more

Kyle Webb
Kyle Webb
Senior Consultant

Kyle is a Senior Consultant with over a year of experience in Corporate Performance Management (CPM) solution enablement utilizing technical design.  Read more

Need Adaptive Planning (Workday) Support? Let’s Talk.