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