Remote Senior Consultant

Summary

Join a high-growth, agile, and entrepreneurial environment at Accordion to unlock value potential in private equity-backed portfolio companies. As a member of the CFO Technology Practice, you will collaborate with functional and technical team members to develop effective Adaptive Planning solutions.

Requirements

• Bachelor’s degree, preferably in Business, Accounting, Finance or Management Information Systems
• Must hold current Adaptive Planning certification
• Minimum of 3+ years of Consulting experience
• Minimum of 2.5 to 4+ years of Adaptive Planning consulting experience
• Strong financial and/or management accounting background
• 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 serve as the ‘go-to’ resource on all project related inquiries
• Travel to client site as needed