Adaptive Planning Consultant

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 will be a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location. We will also consider candidates who are remote in Canada or the US.

This position is not eligible for immigration sponsorship.

What You’Ll Do

) for the Adaptive suite of products Maintain proficiency and certification in the Adaptive Planning solution suite.

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 You Have: Minimum of 2+ 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

gathering abilities You Are: 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 doin