Solution Architect managing customer-specific application design and overseeing configuration and testing at Planful. Focused on financial performance management and customer success with top-tier clients.
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.
Requirements
5+ years of Accounting or FP&A experience, focusing on financial reporting, budgeting, consolidations, and/or close management.
Hands-on experience with financial reporting and budgeting.
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