Accordion · 13 hours ago
Senior Consultant, Anaplan
Accordion is a financial consulting firm that partners with private equity to drive value creation. The Senior Consultant, Anaplan role involves translating client requirements into Anaplan model designs, building models, and collaborating with teams to deliver effective solutions while maintaining client relationships.
AccountingConsultingFinanceFinancial ServicesFinTech
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
Qualification
Required
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
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
2026-01-05
2026-01-05
Company data provided by crunchbase