Solution Lead, Anaplan/Pigment
Accordion · Chicago; Dallas; New York
About this role
### Company Overview We are the better way to work in finance. As private equity’s value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value supporting the office of the CFO to drive end-to-end value creation. If you crave challenging work and are looking to grow, come solve complex issues alongside 1,600+ finance & technology experts in a supportive, collaborative environment. Backed by premier private equity firms and headquartered in New York with 11 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. --- ### CFO Technology Accordion’s CFO Technology Practice delivers digital services and solutions that support organizational strategic initiatives. Our CFO Technology experts work cross-functionally to arm CFOs with the appropriate digital solutions needed to implement business process recommendations and capitalize on value creation opportunities. From ERP, CPM, Analytics, Data Integration, RPA, and beyond, CFO Tech provides finance leaders with a single, objective partner capable of delivering from strategy to execution. **Location/Work Model:** This role can be based in any of our US office locations and is a hybrid role with flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location. **Immigration:** This position is not eligible for immigration sponsorship. --- ### What You’ll Do (Solution Lead, Anaplan/Pigment) As an Anaplan/Pigment Solution Lead, you will help clients modernize planning, forecasting, and reporting capabilities through Anaplan and Pigment solutions. You’ll work directly with senior client stakeholders and internal delivery teams to design scalable connected planning models, lead workstreams, and translate business requirements into practical, high-impact technology solutions. This role is both strategic and hands-on—leading client discussions while also guiding configuration, model design, and implementation execution. **Responsibilities include:** - Collaborate with functional and technical team members to develop effective Anaplan and/or Pigment solutions - Implement budgets, forecasts, workforce models, reports, and dashboards within CPM environments - Provide technical guidance across design, model architecture, configuration, troubleshooting, and optimization - Work directly with clients to document business requirements and translate them into specific platform functionality - Participate in and lead client workshops to define implementation strategy and future-state planning processes - Configure and customize client environments to develop proof of concepts and present sustainable solutions to client executives and key stakeholders - Attend pre-sales meetings to assess project scope and level of effort - Support connected planning use cases across FP&A, workforce planning, sales planning, supply chain, incentive compensation, and scenario modeling - Supervise, mentor, and develop junior consultants and business analysts - Provide general customer service and serve as the go-to resource for project-related inquiries - Travel to client sites as needed --- ### You Have - Minimum **4–6+ years** of systems consulting or CPM model development experience, including multiple full lifecycle implementations - Bachelor’s degree in Finance, Accounting, Engineering,
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