Solution Lead, Adaptive Planning

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 1,400 finance & technology experts in a supportive, collaborative environment. 

Backed by premier private equity firms and headquartered in New York with 10 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:

• Collaborate with functional and technical team members to develop effective Adaptive Planning solutions
• Implement budgets, forecasts, and reports within Adaptive Planning for Finance
• Analyze financial models and reports (spreadsheet/non-spreadsheet-based models) and translating those models into Adaptive Planning
• Provide technical guidance (design, model, configuration, troubleshooting, etc.) for the Adaptive suite of products
• Maintain proficiency and certification in the Adaptive Planning solution suite.
• Participate in Adaptive Planning sales opportunities and scoping
• Work directly with clients to document business requirements and translate them into specific Adaptive Planning functionality
• Participate and lead client workshops to define implementation strategy
• Effectively configure and customize client Adaptive Planning 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 level-of-effort with sales team members
• Provide general customer service and assistance to clients and serves as the ‘go-to’ resource on all project related inquiries
• Travel to client site as needed

You Have:

• Minimum of 4 years of Adaptive Planning Consulting experience
• Strong financial and/or management accounting background
• Must hold current Adaptive Planning certification
• Advanced level hands-on knowledge of all Adaptive features and components including environment settings, modeling, security, workflow, dot notation logic, OfficeConnect, and data integration is necessary
• Advanced working knowledge of Microsoft Excel required
• Strong oral and written communication skills, including presentation skills
• Strong time management skills
• Strong client relation skills, organization and prioritization capabilities
• Business analysis and requirements gathering abilities

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: $140,000 to $164,000 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.

 #LI-BS1