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. Come make your mark. 

CFO Technology

Accordion's CFO Technology Practice effectively and efficiently delivers the digital services and solutions to support organizational strategic initiatives.

Our CFO Technology experts work cross-functionally, alongside practitioners from all corners of Accordion, to arm CFOs with the appropriate digital solutions needed to implement the team's business process recommendations and to 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.

This is a newly created, presales-focused role within our xP&A pillar. You will be the hands-on engine behind our demo and solution motion across Anaplan and Pigment: building the assets, telling the story, and presenting to client stakeholders. It is a high-visibility opportunity for a self-starter to shape the role as it grows and to become our presales lead across both platforms over time.

This role can be based in any of our US office locations and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location.

This position is not eligible for immigration sponsorship.

What You’ll Do:

Presales & Demonstrations

• Partner with our alliance and business development teams to own the solution side of the sales process: discovery, tailored demos, and proof-of-concept workshops
• Design and deliver narrative-driven demonstrations that speak directly to a prospect's pain points, rather than walking through features
• Present with confidence and command the room in front of client stakeholders, from finance practitioners to senior executives
• Translate a prospect's business challenges into a clear, compelling vision of the solution

Demo & Product Asset Development

• Independently build and maintain a library of demo models and sales collateral across Anaplan and Pigment
• Develop proofs of concept for emerging platform capabilities (AI, workflow, Anaplan Applications) and connect them to live pursuits
• Own the inventory and roadmap of demo and sales assets, keeping them current as the platforms evolve
• Serve as a voice of the field back to the practice and our platform partners, surfacing what resonates with prospects

Growth & Enablement

• Stay ahead of the latest Anaplan and Pigment features and share that knowledge across the team
• Contribute to thought leadership by proactively identifying new whitespace and use cases the practice can pursue
• Grow into a presales lead supporting both Pigment and Anaplan as the role matures

You Have:

• Bachelor's degree, preferably in Accounting, Finance, or Management Information Systems
• Ability to travel to client sites as needed, based on project requirements
• Presales or solution consulting experience gained at a software vendor or another consulting firm
• Hands-on experience in Anaplan, Pigment, or both, with the ability to build demo models and assets independently
• Anaplan Model Builder certification (Level 2 or higher) and/or a Pigment certification preferred
• Working understanding of core FP&A and connected planning use cases: budgeting, forecasting, workforce, driver-based planning, and scenario modeling
• Exceptional public speaking and presentation skills, with a proven ability to make complex ideas simple, clear, and persuasive
• Strong client-relationship, organization, and prioritization capabilities

You Are:

• A self-starter with a strong work ethic, motivated to grow and shape a newly created role
• Relentlessly proactive: you actively build assets, pursue new use cases, and take initiative rather than waiting for direction
• A natural presenter who is energized by commanding a room and engaging senior stakeholders
• Curious and quick to learn new platform capabilities across both Anaplan and Pigment
• A thought leader who stays ahead of platform and market developments
• Reliably available and responsive during core business hours
• Full of entrepreneurial spirit and comfortable in a fluid, flat organization
• A strong team player who communicates effectively across all levels
• Passionate about delivering exceptional client service and doing meaningful work

The annual salary for this role ranges from: $110,000 to $165,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.

THIS POSTING IS FOR A CURRENT VACANCY AND THE EMPLOYER INTENDS TO FILL THIS POSITION BY JANUARY 17, 2027.

Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.  We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical​​​ condition, pregnancy, genetic information, gender, sexual orientation, gender identity or ​expression, veteran status, or any other status protected under federal, state, or local law.

Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

#LI-VL1