Accordion Partners
Atlanta Senior Consultant, Adaptive Planning CFO Technology
Accordion Partners, Atlanta, Georgia, United States, 30383
There’s a better way to work in finance - and more specifically, a better way to unlock value potential in private equity-backed portfolio companies. Working at the intersection of sponsors and management teams across every stage of the investment lifecycle, our team provides hands-on, execution-oriented support to elevate the office of the CFO.So, what does it mean to work at Accordion? It means joining 1,000+ finance & technology experts in a high-growth, agile, and entrepreneurial environment while changing the way portfolio companies drive value. It also means making your mark on Accordion’s future - by embracing a culture rooted in collaboration and a firm-wide commitment to building something great, together.Accordion is headquartered in New York City with 10 offices around the globe. Join us!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.As part of Accordion’s CFO Technology practice, we specialize in implementing and optimizing Adaptive Planning. We focus heavily on understanding our client’s budget and forecasting processes and tailoring Adaptive Planning to enable business process improvements and value creation. Our Adaptive Planning services include implementation, optimization/enhancement, customization, and integration.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, blending the best of both worlds for efficiency and collaboration. Ideal candidates should be local to the desired location.What You’ll Do:
Collaborate with functional and technical team members to develop effective Adaptive Planning solutionsImplement budgets, forecasts, and reports within Adaptive Planning for FinanceAnalyze financial models and reports (spreadsheet/non-spreadsheet-based models) and translating those models into Adaptive PlanningProvide technical guidance (design, model, configuration, troubleshooting, etc.) for the Adaptive suite of productsMaintain proficiency and certification in the Adaptive Planning solution suiteParticipate in Adaptive Planning sales opportunities and scopingWork directly with clients to document business requirements and translate them into specific Adaptive Planning functionalityParticipate and lead client workshops to define implementation strategyEffectively configure and customize client Adaptive Planning environments to develop proof of concepts and present sustainable solutions to client executives and key stakeholdersAttend pre-sales meetings with prospective clients to assess project level-of-effort with sales team membersProvide general customer service and assistance to clients and serve as the ‘go-to’ resource on all project related inquiriesTravel to client site as neededIdeally, You Have:
Bachelor’s degree, preferably in Business, Accounting, Finance or Management Information SystemsMust hold current Adaptive Planning certificationMinimum of 3+ years of Consulting experienceMinimum of 2.5 to 4+ years of Adaptive Planning consulting experienceStrong financial and/or management accounting backgroundAdvanced level hands-on knowledge of all Adaptive features and components including environment settings, modeling, security, workflow, dot notation logic, OfficeConnect, and data integration is necessaryAdvanced working knowledge of Microsoft Excel requiredStrong oral and written communication skills, including presentation skillsStrong client relation skills, organization and prioritization capabilitiesBusiness analysis and requirements gathering abilitiesIdeally, You Are:
A self-starter with a strong work ethicA leader of others; you lead by exampleA strong team player, able to work with team members across all levelsAble to effectively communicate complex issues and solutions, and raise issues to senior team members when necessaryComfortable 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 growthFull of entrepreneurial spirit and comfortable in a fluid, flat organizationKnowledgeable about the relationship between Private Equity sponsors and their portfolio companiesPassionate about delivering exceptional client serviceSomeone who enjoys mentoring others and doing meaningful workWilling to get your hands dirty in the details of a project while simultaneously seeing the whole picture
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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.As part of Accordion’s CFO Technology practice, we specialize in implementing and optimizing Adaptive Planning. We focus heavily on understanding our client’s budget and forecasting processes and tailoring Adaptive Planning to enable business process improvements and value creation. Our Adaptive Planning services include implementation, optimization/enhancement, customization, and integration.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, blending the best of both worlds for efficiency and collaboration. Ideal candidates should be local to the desired location.What You’ll Do:
Collaborate with functional and technical team members to develop effective Adaptive Planning solutionsImplement budgets, forecasts, and reports within Adaptive Planning for FinanceAnalyze financial models and reports (spreadsheet/non-spreadsheet-based models) and translating those models into Adaptive PlanningProvide technical guidance (design, model, configuration, troubleshooting, etc.) for the Adaptive suite of productsMaintain proficiency and certification in the Adaptive Planning solution suiteParticipate in Adaptive Planning sales opportunities and scopingWork directly with clients to document business requirements and translate them into specific Adaptive Planning functionalityParticipate and lead client workshops to define implementation strategyEffectively configure and customize client Adaptive Planning environments to develop proof of concepts and present sustainable solutions to client executives and key stakeholdersAttend pre-sales meetings with prospective clients to assess project level-of-effort with sales team membersProvide general customer service and assistance to clients and serve as the ‘go-to’ resource on all project related inquiriesTravel to client site as neededIdeally, You Have:
Bachelor’s degree, preferably in Business, Accounting, Finance or Management Information SystemsMust hold current Adaptive Planning certificationMinimum of 3+ years of Consulting experienceMinimum of 2.5 to 4+ years of Adaptive Planning consulting experienceStrong financial and/or management accounting backgroundAdvanced level hands-on knowledge of all Adaptive features and components including environment settings, modeling, security, workflow, dot notation logic, OfficeConnect, and data integration is necessaryAdvanced working knowledge of Microsoft Excel requiredStrong oral and written communication skills, including presentation skillsStrong client relation skills, organization and prioritization capabilitiesBusiness analysis and requirements gathering abilitiesIdeally, You Are:
A self-starter with a strong work ethicA leader of others; you lead by exampleA strong team player, able to work with team members across all levelsAble to effectively communicate complex issues and solutions, and raise issues to senior team members when necessaryComfortable 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 growthFull of entrepreneurial spirit and comfortable in a fluid, flat organizationKnowledgeable about the relationship between Private Equity sponsors and their portfolio companiesPassionate about delivering exceptional client serviceSomeone who enjoys mentoring others and doing meaningful workWilling to get your hands dirty in the details of a project while simultaneously seeing the whole picture
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