About the role

  • 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.
  • Experience managing and/or implementing Financial Management software.
  • Strong executive presence to interact with senior-level executives.
  • Customer-centric mindset, with a strong sense of urgency for customer care.
  • Strong project management, problem-solving, and analytical skills.
  • Extremely organized, detail-oriented, and able to manage multiple projects simultaneously.

Benefits

  • Volunteer days
  • Birthday PTO
  • Company-wide Wellness Days
  • Supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave
  • Team off-sites in exciting destinations like New York, Sonoma, Nashville, Palm Springs, and our San Francisco headquarters
  • Office hubs in San Francisco, Toronto, and London
  • Home office setup
  • Monthly wifi and cell phone reimbursements for remote employees
  • Employee Resource Groups like Women of Planful, Parents of Planful, and more
  • People Programs that foster connection and wellbeing, such as Movember, Summer Wellness, Breast Cancer Awareness Month, and Hispanic Heritage Month

Job type

Full Time

Experience level

Mid levelSenior

Salary

CA$90,000 - CA$110,000 per year

Degree requirement

Bachelor's Degree

Location requirements

RemoteCanada

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