Senior Consultant CPM (Forward Deployed Engineer)

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 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 solutions—such as FP&A variance analysis agents, close reporting agents, forecasting co-pilots, and automated data reconciliation workflows—that 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 delivery—understanding the nuances of each client’s financial architecture, identifying high-value automation opportunities, and shipping production-grade AI agents that become embedded in the client’s 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 client’s 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 client’s 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 work—particularly 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-site—from rapid prototyping and stakeholder demos through iteration, testing, deployment, and post-launch monitoring.

Platform and Product Thinking

• Contribute to Accordion’s 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

• Bachelor’s 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 leaders—translating their needs into technical solutions and demonstrating value through rapid iteration.
• Willingness to travel to client sites as needed (up to 50–80%, 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:

Description

Automatically pulls actuals vs. budget/forecast from the EPM system, identifies material variances, drills into driver-level detail, and generates narrative explanations ready for management review.

Monitors close task completion, assembles period-end financial packages, generates board-ready commentary, and flags anomalies or incomplete items to the controller.

Assists FP&A analysts with scenario modeling by ingesting historical trends, suggesting assumption ranges, stress-testing inputs, and summarizing sensitivity analysis in plain language.

Automatically reconciles data between the ERP, EPM, and reporting layers, identifies discrepancies, classifies root causes, and routes exceptions for human review.

Reviews intercompany eliminations and consolidation adjustments, validates entity-level roll-ups against source data, and produces an audit-ready exception report with supporting detail.

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 client’s finance team, measurably reducing manual effort in areas like variance analysis or close reporting, and will be contributing reusable components back to Accordion’s agent platform.

The annual salary for this role ranges from: $95,000 to $140,000 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 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.

#LI-VL1