Engagement Lead, CPM/EPM Practice jobs in United States
cer-icon
Apply on Employer Site
company-logo

Accordion · 9 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
check
Growth Opportunities
badNo H1Bnote

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

EPM/CPM SystemsProject ManagementOracleAnaplanStakeholder ManagementClient ManagementLeadershipCommunication

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

twittertwittertwitter
company-logo
Accordion is a financial and technology consulting firm that offers technical accounting, financial planning, and analysis services.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Charlesbank Capital PartnersFriedman Fleischer & Lowe (FFL)
2022-09-08Secondary Market
2018-10-10Private Equity

Leadership Team

leader-logo
Atul Aggarwal
President
linkedin
leader-logo
Junaid Samnani
President, Finance & Technology Solutions
linkedin
Company data provided by crunchbase