Accordion · 6 hours ago
Engagement Lead, CPM/EPM Practice
Accordion is a company focused on transforming finance for private equity-backed portfolio companies. They are seeking an Engagement Lead to manage multiple client projects, ensuring quality delivery and client satisfaction while overseeing project teams and execution.
AccountingConsultingFinanceFinancial ServicesFinTech
Responsibilities
Oversee and manage multiple concurrent EPM/CPM (consolidation, planning, and reporting solutions) projects across clients
Ensure quality delivery and successful execution of engagements
Act as the primary point of accountability for client satisfaction, minimizing escalations
Manage both implementation teams and client stakeholders
Drive project execution using project management tools, keeping tasks on schedule
Provide clear direction and ensure progress without relying solely on team status updates
Support cross-practice and logistics needs, given changes and dependencies across teams
Define and support project teams in delivering key project outputs, including business requirements, design documents, status updates, and task trackers
Travel to client site as needed
Qualification
Required
Strong background in Project/Program Management within professional services or technology consulting
Experience with EPM/CPM (Corporate Performance Management) systems is required; deep hands-on technical expertise in a single product is not required
Strong leadership and stakeholder management skills
Ability to operate in a fast-changing environment with multiple priorities
Preferred
Familiarity with Oracle, OneStream, Anaplan, Adaptive or similar planning technologies
Benefits
Benefits
Bonus
Company
Accordion
Accordion is a financial and technology consulting firm that offers technical accounting, financial planning, and analysis services.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Charlesbank Capital PartnersFriedman Fleischer & Lowe (FFL)
2022-09-08Secondary Market
2018-10-10Private Equity
Recent News
2025-12-24
Company data provided by crunchbase