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 is a newly created, presales-focused role within our xP&A pillar. You will be the hands-on engine behind our demo and solution motion across Anaplan and Pigment: building the assets, telling the story, and presenting to client stakeholders. It is a high-visibility opportunity for a self-starter to shape the role as it grows and to become our presales lead across both platforms over time.

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

Presales & Demonstrations

Partner with our alliance and business development teams to own the solution side of the sales process: discovery, tailored demos, and proof-of-concept workshops
Design and deliver narrative-driven demonstrations that speak directly to a prospect's pain points, rather than walking through features
Present with confidence and command the room in front of client stakeholders, from finance practitioners to senior executives
Translate a prospect's business challenges into a clear, compelling vision of the solution

Demo & Product Asset Development

Independently build and maintain a library of demo models and sales collateral across Anaplan and Pigment
Develop proofs of concept for emerging platform capabilities (AI, workflow, Anaplan Applications) and connect them to live pursuits
Own the inventory and roadmap of demo and sales assets, keeping them current as the platforms evolve
Serve as a voice of the field back to the practice and our platform partners, surfacing what resonates with prospects

Growth & Enablement

Stay ahead of the latest Anaplan and Pigment features and share that knowledge across the team
Contribute to thought leadership by proactively identifying new whitespace and use cases the practice can pursue
Grow into a presales lead supporting both Pigment and Anaplan as the role matures

You Have

Bachelor's degree, preferably in Accounting, Finance, or Management Information Systems
Ability to travel to client sites as needed, based on project requirements
Presales or solution consulting experience gained at a software vendor or another consulting firm
Hands-on experience in Anaplan, Pigment, or both, with the ability to build demo models and assets independently
Anaplan Model Builder certification (Level 2 or higher) and/or a Pigment certification preferred
Working understanding of core FP&A and connected planning use cases: budgeting, forecasting, workforce, driver-based planning, and scenario modeling
Exceptional public speaking and presentation skills, with a proven ability to make complex ideas simple, clear, and persuasive