Wilson is a Solution Lead with five years of experience in traditional FP&A, working in investment banking, consumer banking, and private wealth. His experience in Corporate Performance Management includes working within fields such as consulting staffing, telecom, and marketing.
In the earliest stages of his career, Wilson worked for JP Morgan Chase & Co. supporting the trading product owners on closing the books for their investment banking function. He also transitioned into the Chase business, maintaining and forecasting the balance sheet and cost of funds.
Prior to joining Platform Specialists (acquired by Accordion in 2022), he was on the FP&A team as an operations specialist for TD Bank’s Private Wealth business, providing insight into additional market acquisition projects, planning existing business models, and closing the books for the business. His expertise in model building and process enhancement was integral to his banking experience.
Since the acquisition, Wilson has been implementing Anaplan through his work on projects at Accordion such as forecasted staffing, expenses, and revenue across all industries. He continues to enhance his expertise in financial software solutions and is a certified Solutions Architect for Anaplan.
Wilson holds a B.S. in Finance from Drexel University.
“It always seems impossible until it’s done.” - Nelson Mandela