Solution Lead, Anaplan/Pigment

Accordion; Dallas, New York, Chicago (TX, NY, IL); Hybrid; USD 100,000 - 165,000; Full time

Job summary

Accordion is seeking an Anaplan/Pigment Solution Lead to help clients modernize planning, forecasting, and reporting with CPM tools. You will work with senior client stakeholders and delivery teams to design scalable models and lead workstreams.

This role is strategic and hands-on, requiring a leader who can guide configuration, model design, and implementation execution. The position offers a hybrid work arrangement with remote flexibility and travel to client sites as needed.

Qualifications

• Minimum 4–6+ years of systems consulting or CPM model development experience.
• Bachelor’s degree in Finance, Accounting, Engineering, Information Systems, or a related field.
• Strong experience with Anaplan required.
• Hands-on Anaplan or Pigment model-building experience strongly preferred.
• Strong financial planning, FP&A, and/or management accounting background.
• Demonstrated understanding of connected planning concepts, including budgeting, forecasting, workforce planning, driver-based planning, and scenario analysis.
• Previous experience gathering business requirements and translating them into scalable CPM solutions.
• Strong analytical skills with the ability to convert complex business logic into sustainable system design.
• Experience with integrations across ERP, CRM, HCM, and related source systems.
• Advanced working knowledge of Microsoft Excel.
• Strong oral and written communication skills, including presentation skills.
• Strong client relationship, organization, and prioritization capabilities.

Responsibilities

• 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 with prospective clients to assess project scope and level of effort with sales team members.
• 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 on application and implementation methodology.
• Provide general customer service and assistance to clients and serve as the go-to resource on project-related inquiries.
• Travel to client sites as needed.

Skills

Anaplan

Pigment

Financial planning

FP&A

Scenario analysis

Requirements gathering

Excel

Education

Bachelor’s degree in Finance, Accounting, Engineering, Information Systems, or related field

Tools

ERP integration

CRM integration

HCM integrations

Job description

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 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:

As an Anaplan/Pigment Solution Lead, you will help clients modernize planning, forecasting, and reporting capabilities through Anaplan and Pigment solutions. You will 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, requiring someone who can lead client discussions while also guiding configuration, model design, and implementation execution.

• 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 with prospective clients to assess project scope and level of effort with sales team members
• 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 on application and implementation methodology
• Provide general customer service and assistance to clients and serve as the go‑to resource on 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, Information Systems, or a related field
• Strong experience with Anaplan required
• Hands‑on Anaplan or Pigment model‑building experience strongly preferred
• Strong financial planning, FP&A, and/or management accounting background
• Demonstrated understanding of connected planning concepts, including budgeting, forecasting, workforce planning, driver‑based planning, and scenario analysis
• Previous experience gathering business requirements and translating them into scalable CPM solutions
• Strong analytical skills with the ability to convert complex business logic into sustainable system design
• Experience with integrations across ERP, CRM, HCM, and related source systems
• Advanced working knowledge of Microsoft Excel
• Strong oral and written communication skills, including presentation skills
• Strong client relationship, organization, and prioritization capabilities

You Are:

• A self‑starter with a strong work ethic
• A leader of others; you lead by example
• A strong team player, able to work with team members across all levels
• Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
• Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)
• Excited to be part of a growing team, with a focus on driving future growth
• Full of entrepreneurial spirit and comfortable in a fluid, flat organization
• Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies
• Passionate about delivering exceptional client service
• Someone who enjoys mentoring others and doing meaningful work
• Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture

The annual salary for this role ranges from: $100,000 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.

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.