Solution Architect, Planful
$100-120k
More information about location
Cloud FP&A Platform for Continuous Planning
Open for applications
Cloud FP&A Platform for Continuous Planning
501-1000 employees
Open for applications
$100-120k
More information about location
501-1000 employees
Company mission
Planful was founded to speed up the end-to-end financial planning and analysis process, driven by a vision of continuous planning. It fosters business-wide participation in decision-making and planning, optimising how employees navigate their organisation through frequent and complex business changes.
Role
Who you are
- 5+ years of Accounting or FP&A experience focusing on financial reporting and budgeting and /or close management
- SaaS Experience a must
- Hands-on experience with financial reporting and budgeting/
- Has managed and /or implemented Financial Management software
- Executive presence to interact with senior-level executives.
- Customer-centric with a strong sense of urgency for customer care
- Strong project management, problem-solving skills and analytical skills
- Extremely organized, detail-oriented, and able to manage multiple projects simultaneously
- Willing to travel up to 25%
What the job involves
- You will be the functional lead on implementation projects, assuming responsibility for the customer specific application design and providing oversight to the team during the application configuration, testing, knowledge transfer and rollout activities
- Assess and optimize existing implementations/builds of Planful’s Financial Performance Management Suite
- Manage multiple customer consultations and projects for Planful focused on planning, close management and reporting processes
- Facilitate discovery and design session with clients to assess business requirements
- Develop in-depth knowledge of key accounts through ongoing engagement, projects/initiatives and partnership with the Customer Success team
- Analyze existing client financial planning and reporting processes to determine how these models will work best within the solution
- Provide best practice recommendations and solutions to clients to ensure they are utilizing Planful with current, optimized methods
- Provide escalation support and leadership to diagnose and resolve issues at a systemic/root cause
- Be a trusted advisor and subject matter expert to clients in areas such as change management, business process design and redesign, process improvements and analytics
- Utilize data and “early warning systems” to proactively identify opportunities and risks within a clients adoption and use of Planful
- Work with our Customer Success teams to identify, engage, deliver and maintain targeted accounts to drive customer retention, satisfaction and health.
- Participate in User Conference, delivering presentations about industry leading solutions
Our take
Planful is driven by the conviction that continuous planning elevates the financial IQ of all parties involved. It rebranded in 2020 from 'Host Analytics' to reflect this fundamental focus on continuous planning being central to Planful's identity.
Currently, most financial institutions only have quarterly or even annual planning reviews, meaning they have to rely on outdated budget projections & financial metrics so they lag behind the curve. Planful sets itself apart through helping clients to use monthly, weekly, or more frequent cycles. This means businesses can adapt and innovate rapidly in response to events and help drive financial innovation.
Planful’s cloud financial planning and analysis solutions stand out as it delivers 90% reduced reporting time, and up to 75% reduced average time to close. This approach has led to Planful being trusted by hundreds of big-name brands, including Five Guys, Evernote, Boston Red Sox, Robinhood, and TGI Fridays, as well as hundreds of thousands of users across the world.
Freddie
Company Specialist
Insights
Company
Funding (last 2 of 8 rounds)
Feb 2020
$6.7m
SEED
Nov 2014
$25m
SERIES E
Total funding: $95.3m
Company benefits
- 12 weeks fully paid parent leave
- Flexible working hours
- Full medical, dental, vision benefits
- Work from home opportunities
- Health insurance
Company values
- Customers
- Teams
- Ownership
- Excellence
- Progress
Articles
Leadership
Grant Halloran
(CEO, not Founder)Having spent over 8 years at ANZ , Grant went onto cco-found ProductBank and Brand Manager. In 2007, he went onto become CEO of Orbis for 5 years. Since then, Grant has worked at Anaplan as CMO and OmniSci as CCO.
People progressing
Samantha joined Planful as HR & Admin Coordinator in May 2015 after working in HR for Moschip Semiconductor and Cyient. Since May 2022, she has served as Human Resources Operations Manager.
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