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Accordion: Your Certified Anaplan Partner

Anaplan is a leading performance management solution that enables smarter financial and operational decision-making. Curious about Anaplan? We can help you unlock its full potential.

Our Accordion team has been trusted by countless companies across industries because:

  • We’re more than technologists; we’re financial analysts, CPAs, and experienced consultants with deep functional expertise in financial close, planning, reporting, and more.
  • We specialize in high-growth, private equity-backed environments, and know how to leverage Anaplan to drive value creation.
  • We don’t mean to brag, but we’re pretty great partners.

Let’s (Ana)plan Together.

Accordion’s Anaplan experts will work with you from strategy to implementation – aligning finance and business processes with technology requirements, connecting the data and systems behind the scenes, and, ultimately, customizing the solution to meet your unique needs. Our Master Anaplanners also provide managed services to support and improve your Anaplan ecosystem as changes occur in your business and the surrounding environment.


Transform Your Financial Planning Processes with a Cohesive & Connected Set of Core Applications

Discover Accordion's "Connected Planning Pack"

Accordion's Anaplan Solution Accelerators

In addition to the “Connected Planning Pack” referenced above, Accordion offers a variety of “Anaplan Accelerators” prebuilt to expedite your deployment process, improve ROI, and reduce implementation risk. Explore them:

  • Accelerated P&L Planning (APP)

    A fully built P&L planning solution based on best practices: driver-based forecasts, historical trending, insightful analytics, and comparative reporting.

  • Financial Consolidations & Analytics (FC&A)

    A fully built financial consolidations solution based on best practices: aggregation, intercompany eliminations, cash flow reporting, non-standard ownership, journal entries, insightful analytics, and flexible FX.

  • Hospitality Management

    An Anaplan solution tailored for the management and analysis of hospitality industry planning, including: key metric analysis, occupancy rate and price forecast, and P&L reporting.

  • Enterprise Compensation Planning

    A dynamic workforce planning and management solution for both top-down and bottom-up planning including: driver-based forecasting, what-if scenario planning, and employee compensation management.

  • Gross-to-Net Chargeback Forecasting & Analytics

    An automated chargeback modeling solution that streamlines the gross-to-net planning process, including: unit trending, calculating distributor fees, returns, and rebates, along with full chargeback and gross-to-net analytics.

  • Real Estate Management & Forecasting

    An Anaplan solution built for businesses in the real estate sector, including: a high level summary dashboard, detailed key metric analysis, property management, depreciation scheduling, and more.

  • Capital Asset Management

    An Anaplan solution for in-depth asset management for businesses in any sector, including: a high-level summary dashboard, full capital asset planning, detailed expense breakdowns, depreciation scheduling by asset, financing analysis, and more.

  • Telecom Planning & Analytics

    A fully built P&L planning solution tailored to the telecom industry, including: subscriber forecasting, ARPU analytics and what if analysis, driver-based telecom expense planning, workforce comp planning, and fully featured comparative reporting.

  • Title (Publisher) Planning

    A title planning solution custom built for the publishing industry, including: gross-to-net ISBN and title series forecasting, historical unit trending, royalty calculations, and full P&L reporting.

  • SaaS Revenue Modeling

    An Anaplan solution built for SaaS businesses to easily source CRM data and drive real-time forecasting, including: CRM Integration, opportunity management, renewal management, and ad conversion forecast pipeline summary.

  • Professional Services Planning

    A fully built solution that helps consulting firms and other resource management groups better plan capacity and the financial and headcount impact of supply and demand management.

  • Law Firm P&L Planning

    A fully built P&L planning solution tailored to law firm requirements.

Meet (Some of) Accordion's Anaplan Experts

Justin D’Onofrio
Justin D’Onofrio
Managing Director, Planning Solutions Team Lead | Master Anaplanner

Justin is a Managing Director and the Planning Solutions Team Lead within Accordion’s CFO Technology Practice. He has more than 15 years of experience leading the deployment of forecasting and analytic solutions for companies ranging from PE-backed to Fortune 1000. Justin’s specific expertise is in the Performance Management space, primarily serving Finance team use cases – representative examples being: forecasting, budgeting, strategic planning, EBITDA and profitability management, workforce planning, gross margin optimization, and currency analysis.  Read more

Nick Mascia
Nick Mascia
Director | Master Anaplanner

Nick is a Director with close to a decade of FP&A planning and system implementation experience for companies across various industries and sectors. As a certified Master Anaplanner, he specializes in delivering end-to-end Anaplan implementations for planning and modelling needs that fall under the umbrella of the CFO's team.  Read more

Joe McLoughlin
Joe McLoughlin
Director | Master Anaplanner

Joe is a Director with more than four years of financial planning and forecasting implementation experience with Anaplan. His expertise includes leading Anaplan projects for a wide variety of clients ranging from publicly traded Fortune 500 organizations to private equity-backed companies.  Read more

Rebecca Pfender
Rebecca Pfender
Solution Lead | Master Anaplanner

Rebecca is a Solution Lead with nearly seven years of experience in system implementation and project management. As a certified Anaplan Solution Architect, certified Master Anaplanner, and Scrum Master, Rebecca has worked with clients spanning from Fortune 500 to smaller private companies.  Read more

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