Lead customer implementations of Planful’s financial performance management platform. Responsibilities include assessing existing implementations, managing consultations and projects, facilitating discovery and solution design, analyzing financial planning and reporting processes, recommending best practices, supporting root-cause issue resolution, and advising clients on process improvement, change management, and analytics. The role also provides oversight during configuration, testing, knowledge transfer, and rollout activities.
About Us
Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful’s award-winning AI capabilities accelerate decision-making, helping Planful users in over 100 countries to close faster, accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company with more than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized, and is backed by Vector Capital, a leading global private equity firm. Learn more at Planful.com.
About the Role
Planful is looking for a motivated Solution Architect to join our Delivery Services team. 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.
Responsibilities
- 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.
- Participate in User Conference, delivering presentations about industry leading solutions.
What you Bring to the Table
- 3-5+ years of Accounting or FP&A experience, focusing on financial reporting, budgeting, and/or close management.
- 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.
Why Planful
To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:
- 2 Volunteer days per year, Birthday PTO, and quarterly company Wellness Days
- 3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave and generous parental leave
- Talkspace access and mental health support
- Annual company-wide gatherings held in cities like San Diego, Denver, Palm Springs, and Vegas!
- Office hubs in San Francisco, Toronto, and London. We also offer benefits such as home office setup, and monthly wifi and cell phone reimbursements for all employees, in-office or remote.
- Employee Resource Groups such as Women of Planful, Parents of Planful, and many more. We encourage our teammates to bring their authentic selves to the team, and have full support in creating new ERGs & communities along the way
Pay Transparency Statement
At Planful our top priority is to support our employees and ensure each individual has access to equal growth opportunities. Pay decisions take into consideration the individual's skillset, experience, knowledge, qualifications for the role, and specific work location.
Our salary band for this role is $105,000–$117,000 USD base pay per year, depending on working location and experience. More details about our company benefits can be found here: https://planful.com/jobs/
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