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.
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