About the Role
LOCATIONS
Chicago
Dallas
New York City
DEPARTMENT
CFO Technology
Company Overview
We are the better way to work in finance. As private equity’s value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value—supporting the office of the CFO to drive end-to-end value creation.
If you crave challenging work and are looking to grow, come solve complex issues alongside 1,600+ finance & technology experts in a supportive, collaborative environment.
Backed by premier private equity firms and headquartered in New York with 11 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark.
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 with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location.
This position is not eligible for immigration sponsorship.
What You’ll Do:
As an Anaplan/Pigment Solution Lead, you will help clients modernize planning, forecasting, and reporting capabilities through Anaplan and Pigment solutions. You will work directly with senior client stakeholders and internal delivery teams to design scalable connected planning models, lead workstreams, and translate business requirements into practical, high-impact technology solutions. This role is both strategic and hands-on, requiring someone who can lead client discussions while also guiding configuration, model design, and implementation execution.
Collaborate with functional and technical team members to develop effective Anaplan and/or Pigment solutions
Implement budgets, forecasts, workforce models, reports, and dashboards within CPM environments
Provide technical guidance across design, model architecture, configuration, troubleshooting, and optimization
Work directly with clients to document business requirements and translate them into specific platform functionality
Participate in and lead client workshops to define implementation strategy and future-state planning processes
Configure and customize client environments to develop proof of concepts and present sustainable solutions to client executives and key stakeholders
Attend pre-sales meetings with prospective clients to assess project scope and level of effort with sales team members
Support connected planning use cases across FP&A, workforce planning, sales planning, supply chain, incentive compensation, and scenario modeling
Supervise, mentor, and develop junior consultants and business analysts on application and implementation methodology
Provide general customer service and assistance to clients and serve as the go-to resource on project-related inquiries
Travel to client sites as needed
You Have:
Minimum 4–6+ years of systems consulting or CPM model development experience, including multiple full lifecycle implementations
Bachelor’s degree in Finance, Accounting, Engineering, Information Systems, or a related field
Strong experience with Anaplan required
Pigment experience preferred
Hands-on Anaplan or Pigment model-building experience strongly preferred
Strong financial planning, FP&A, and/or management accounting background
Demonstrated understanding of connected planning concepts, including budgeting, forecasting, workforce planning, driver-based planning, and scenario analysis
Previous experience gathering business requirements and translating them into scalable CPM solutions
Strong analytical skills with the ability to convert complex business logic into sustainable system design
Experience with integrations across ERP, CRM, HCM, and related source systems
Advanced working knowledge of Microsoft Excel
Strong oral and written communication skills, including presentation skills
Strong client relationship, organization, and prioritization capabilities
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
The annual salary for this role ranges from: $100,000 to $165,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, 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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