Senior Consultant CPM (Forward Deployed Engineer)

Company Overview

We are the better way to work in finance. As private equitys value creation partner we sit at the heart of PEwhere sponsors and CFOs meet. Through financial consulting rooted in data technology and AI we help clients drive valuesupporting the office of the CFO to drive end-to-end value creation.

If you crave challenging work and are looking togrow come solvecomplexissues alongside1600 finance & technology experts ina supportive collaborativeenvironment.

Backedby premier private equity firms and headquarteredin New York with 11officesaroundtheglobe we are a high-growth entrepreneurial firmlookingforpeoplewhowantto be part of buildingsomethinggreat. Come make your mark.

CFO Technology

Accordions 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 teams 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.

Overview

Accordion is seeking a Forward Deployed Engineer (FDE) to embed directly with client finance teams and build AI-powered agents and automated workflows that transform how organizations interact with their Enterprise Performance Management (EPM) and Corporate Performance Management (CPM) systems. Rather than implementing the platforms themselves this role focuses on creating intelligent solutionssuch as FP&A variance analysis agents close reporting agents forecasting co-pilots and automated data reconciliation workflowsthat sit on top of existing financial systems and dramatically accelerate the speed and quality of financial decision-making.

The FDE will work at the intersection of applied AI financial domain expertise and client deliveryunderstanding the nuances of each clients financial architecture identifying high-value automation opportunities and shipping production-grade AI agents that become embedded in the clients day-to-day finance operations.

Key Responsibilities

AI Agent Development and Deployment

• Design build and deploy AI agents tailored to client-specific financial workflows including variance analysis agents that automatically surface and explain P&L and balance sheet movements close reporting agents that generate narrative commentary and executive summaries and forecasting co-pilots that assist FP&A teams with scenario modeling and assumption validation.
• Build integrations between AI agents and existing EPM/CPM platforms (e.g. Oracle EPM Cloud OneStream Anaplan Planful Workday Adaptive Planning) to read from and write back to the clients system of record.
• Develop automated data reconciliation and validation workflows that reduce manual effort during period-end close intercompany eliminations and management reporting cycles.
• Implement retrieval-augmented generation (RAG) pipelines tool-use patterns and multi-step agent architectures that ground AI outputs in the clients actual financial data and business context.

Client Discovery and Solution Design

• Embed with client finance FP&A and accounting teams to deeply understand their existing EPM/CPM environment data flows reporting cadences and pain points.
• Identify and prioritize high-impact opportunities where AI agents and automation can eliminate manual repetitive workparticularly in variance commentary flux analysis board reporting cash flow forecasting and data quality assurance.
• Translate business requirements into technical solution architectures defining agent capabilities data source integrations guardrails and success metrics in collaboration with client stakeholders.
• Manage the full lifecycle of agent development on-sitefrom rapid prototyping and stakeholder demos through iteration testing deployment and post-launch monitoring.

Platform and Product Thinking

• Contribute to Accordions reusable agent framework and shared component library abstracting patterns from client engagements into configurable scalable building blocks for future deployments.
• Stay current on advances in large language models agent frameworks (e.g. LangChain LangGraph CrewAI Anthropic tool use) and emerging best practices for building reliable auditable AI systems in financial contexts.
• Establish and enforce quality standards for AI outputs in financial workflows including accuracy validation hallucination mitigation audit trail generation and appropriate human-in-the-loop checkpoints.
• Document solution architectures integration patterns and deployment playbooks to accelerate future client engagements and enable knowledge transfer across the team.

Required Qualifications

• Bachelors degree in Computer Science Engineering Data Science Finance or a related field.
• 3 years of software engineering experience with at least 1 year focused on building applications powered by large language models AI agents or intelligent automation.
• Strong proficiency in Python and experience with LLM orchestration frameworks (e.g. LangChain LangGraph Anthropic API OpenAI API) and related tooling (vector databases embedding models prompt engineering).
• Working knowledge of financial processes including budgeting forecasting financial consolidation close management variance analysis and management reporting.
• Solid SQL skills and experience integrating with APIs data warehouses ERPs and financial systems to source and transform data for AI workflows.
• Excellent communication skills with the ability to work directly with CFOs controllers and FP&A leaderstranslating their needs into technical solutions and demonstrating value through rapid iteration.
• Willingness to travel to client sites as needed (up to 5080% depending on engagement).

Preferred Qualifications

• Understanding of financial planning and reporting systems (Oracle EPM Cloud OneStream Anaplan Planful Workday Adaptive Planning)
• Experience in consulting or professional services.
• Familiarity with ERP systems (NetSuite SAP Oracle EBS Microsoft Dynamics) and how financial data flows from transactional systems into EPM/CPM platforms.
• Experience building production AI systems with appropriate guardrails for regulated or audit-sensitive environments including explainability traceability and human-in-the-loop review patterns.
• Cloud infrastructure experience (AWS Azure GCP) and comfort deploying and monitoring agent-based applications in production environments.
• Background in financial data modeling multidimensional databases or business intelligence tooling.

Example Agent Use Cases

The following are illustrative examples of the kinds of AI agents and workflows this role would build for clients:

What Success Looks Like

In the first 90 days a successful Forward Deployed Engineer will have embedded with at least one client mapped their financial system landscape and key pain points and delivered a working prototype of an AI agent that addresses a concrete workflow bottleneck. Within six months the FDE will have deployed production agents that are actively used by the clients finance team measurably reducing manual effort in areas like variance analysis or close reporting and will be contributing reusable components back to Accordions agent platform.

The annual salary for this role ranges from: $95000 to $140000 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 NOVEMBER 3 2026.

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.

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