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 empowers finance, accounting, and business users to plan confidently, close faster, and report accurately. More than 1,500 customers, including 23andMe, Bose, Boston Red Sox, Five Guys, and Zappos, rely on Planful to accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company backed by Vector Capital, a leading global private equity firm. Learn more at planful.com.

Job Summary

Planful is looking for a Solutions Architect with a strong passion to work with Planful customers and help them during their implementation.  Reporting to the Director of Delivery Services, you will work on implementation projects, working closely with customers. The successful candidate must work well in a team environment while being a resourceful, independent self-starter able to work effectively with minimal direction.  You will be the functional lead on our 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. Candidate must have the ability to travel at least 35% of the time.

Job Description

Manage multiple concurrent customer implementations: Function as the project functional/technical lead and lead a team of consultants and customer staff in the delivery of a value added solution to the customer. Function as a mentor to the Planful Professional Services delivery team for solutioning best practice of large, complex projects to account for overarching Planful architecture, performance and scalability, and change management impacts. Follow Planful’s Agile Deployment Approach to lead discovery workshops, prototype and validate solutions with our customers to develop a solid solution supporting customer requirements.   Proven architecture experience in defining, designing and implementing integrated architectures for complex planning, reporting and analytic solutions. Deep experience as a solution architect in the Finance functional vertical.  2-3 other functional competencies are a plus (e.g., Sales, Marketing, Supply Chain, Distribution, Professional Services) Working knowledge of process architecture to know how to design technology/data architectures to support ‘to-be’ process designs Change management experience to support the deployment and adoption activities of solutions. Be cognizant of project economics and metrics to deliver on-time and on budget projects. Be a trusted adviser and subject matter expert to customers in areas such as change management, business process design and redesign, process improvements and analytics. Work with Planful’s Sales team to sell success, share customer use cases at customer meetings, selling services, leading scoping discussions and developing/presenting services proposals Lean on a strong accounting and or finance background as well as experience implementing and managing planning and consolidation applications. Learn the Planful product and deployment best practice.  Contribute to and improve the Services team’s best practice methodology and library.

Skills and Experience

Located in Pacific or Mountain Time Zone  3-5 years of Accounting or FP&A experience focusing on financial reporting and budgeting and /or close management as well as experience dealing with multi-currency environments.  Hands-on experience with financial planning, close management, reporting and analysis. Advanced Excel skills are essential Experience with enterprise planning systems or financial management applications is desired. Executive presence to interact with senior-level executives. Customer-centric with a strong sense of urgency for customer care.  Consultative style. Strong project management, problem-solving skills and analytical skills.  Extremely organized, detail-oriented, and able to manage multiple projects simultaneously. Prior consulting experience; experience at an EPM software company or EPM partner consulting organization is a huge plus Working with startup SaaS companies is a plus.

Why Planful 

Planful exists to enrich the world by helping our customers and our people achieve peak performance. 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 Annual Planful Palooza, our in-person, company-wide culture kickoff held in cities like San Diego, Denver, Austin, and most recently Palm Beach Team-specific off-sites in cities like New York, Sonoma, or our brand new HQ based in downtown San Francisco  Remote first culture with benefits such as home office setup, and monthly wifi and cell phone reimbursements  Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs Employee Resource Groups such as Women of Planful, LatinX at 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 base salary band for this role is $90,000-$110,000 USD per year. More details about our company benefits can be found here: https://planful.com/jobs/