Remote Senior Consultant
Accordion
πRemote - United States
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Job highlights
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
- Bachelorβs 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 βgo-toβ resource on all project related inquiries
- Travel to client site as needed
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