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.

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.

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