Solution Lead, Adaptive Planning

Accordion • Boston, MA

8h • $140,000 - $164,000 • 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 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.

Requirements

• 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

Responsibilities

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed