Senior Consultant, Anaplan

Accordion•Atlanta, GA

2d•$99,000 - $130,000•Hybrid

About The Position

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 position must be based in our Atlanta or Dallas offices and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to a desired location. This position is not eligible for immigration sponsorship.

Requirements

Bachelor’s degree, preferably in Accounting, Finance or Management Information Systems
Minimum 2 to 4 years+ of Anaplan experience in either a consulting or client Center of Excellence (COE) capacity Experience as an Anaplan Model Builder and have completed at least Level 2 Certification
Demonstrated understanding and expertise of connected planning concepts in Anaplan, including but not limited to, Supply Chain, T&Q, and core FP&A use cases such as budgeting, forecasting, workforce, driver-base planning & scenario modeling
Previous industry/functional experience in Financials, Accounting, Manufacturing, Software, Wholesale Distribution, Services, Retail, Enterprise, General Business
Previous experience and ability to gather business requirements and effectively implement on CPM solutions
Strong oral and written communication skills, including presentation skills
Excellent client relation skills, organization, & prioritization capabilities
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

Responsibilities

Working under a Project/Solutions Lead, participate in discussions and meetings with Accordion clients to gather and refine client needs
Translate client requirements into Anaplan model designs & user stories
Build Anaplan models based on user stories utilizing best-practice methodologies
Collaborate with functional and technical team members to develop effective Anaplan solutions Create UX pages, dashboards, and management reports to facilitate input and reporting of data
Optimize existing models to improve functionality and integrate new features
Present proposed Anaplan solutions to clients
Collaborate with project team to maintain client relationships and meet expected timelines
Lead and participate in User Acceptance Testing (UAT) to ensure models meet client expectations
Keep up-to-date with best practices and apply to client projects
Support internal initiatives such as demo & pre-sales model builds
Provide Anaplan consulting expertise utilizing industry experience, business analysis, best practices and a pragmatic mindset to facilitate clients most complex requirements
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