Assistant - Planful
Everise · India
- Hybrid
- Full-time
- $85,000 / year
- India
Job highlights
- Implement and support Planful FP&A and Consolidation modules.
- Collaborate with teams for successful Planful adoption.
- Share Planful best practices and create workflows.
- Perform technical designs, documentation, and user training.
- Support users and drive automation initiatives.
About the role
About Everise
Join us on our mission to elevate customer experiences for people around the world. As a member of the Everise family, you will be part of a global experience company that believes in being people-first, celebrating diversity and incubating innovation. Our dedication to our purpose and people is being recognized by our employees and the industry. Our 4.6/5 rating on Glassdoor and our shiny, growing wall of Best Place to Work awards is a testament to our investment in our culture. Through the power of diversity, we celebrate all cultures for their uniqueness and strengths. With 13 centers around the world and a robust work at home program, we believe great things happen when we work with people who think differently from us. Find a job you’ll love today!
Job Responsibilities
- Implement Planful modules technically – FP&A & Consolidation
- Work collaboratively with team members and stakeholders to ensure successful implementations and adoption of Planful
- Share best practices in Planful (for all planning modules eg: Dynamic planning etc) so that robust design can be implemented for FP&A – Revenue Forecasting & Consolidation modules.
- Create workflows/models in Planful as per process design requirements in Project phase
- Perform technical and functional designs and unit test automation processes
- Create and maintain technical documentation for deployed solutions
- Train Everise users for modules Implemented in Planful.
- Perform maintenance related activities eg: create scenarios, update DLRs as required, update any rollover period or reporting activities, update User accesses in alignment with Process Super Admins and al technical requirement to ensure no process is hampered
- Support Everise team for any queries in BAU for Implemented modules
- Create a positive user support experience and build strong relationships through deep problem understanding, ensuring timely resolution or escalation, communicating promptly on progress, and handling customers with a consummately professional attitude.
- Be proactive & self-driven, expanding responsibilities to process and not be limited to the technical process of automation.
- Possess strong analytical and problem-solving skills with the ability to think outside the box.
- Be collaborative and team-oriented with excellent communication skills.
Attributes & Attitude
- Principle Accountabilities (Key Result Areas)
- Exploring better ways of automating and deploying tools
- Fast Learner – Upgrading to new technologies/versions every 6 months
Qualifications
- Candidate must possess a Bachelor's/College Degree in Engineering.
- Experience in Implementing & supporting Planful technically.
- Should have experience or working knowledge in Netsuite oracle ERP.
- Good to have additional experience in any of the tools like - Python, Ms Office suite (Power Automate, SQL, Power Query), PowerBi, RPA.
- Have executed at least 5,6 transformation products with full development cycle experience in Planful also.
- Basic Project management understanding – to work in Project life cycle environment.
- Ability to analyze challenging technical issues and develop new solutions in a timely and accurate manner.
- Good analytical and troubleshooting skills.
- Ability to think logically and be able to make correct decisions relative to fixing operational problems.
Key skills/competency
- Planful Implementation
- FP&A
- Consolidation
- Netsuite Oracle ERP
- Python
- Ms Office Suite
- Power Automate
- SQL
- Power Query
- PowerBi
- RPA
- Automation
- Technical Documentation
- User Training
- Problem Solving
- Analytical Skills
- Project Management
- Collaboration
- Communication
- Troubleshooting
Skills & topics
- Planful Implementation
- FP&A
- Consolidation
- Netsuite Oracle ERP
- Python
- Power Automate
- SQL
- Power BI
- RPA
- Automation Specialist
- Technical Support
- Financial Planning
- Forecasting
- ERP Implementation
- Software Support
- Engineering Degree
- Project Management
- Technical Documentation
- User Training
How to get hired
- Tailor your resume: Highlight Planful implementation, FP&A, and Consolidation experience.
- Showcase technical skills: Emphasize Netsuite, Python, Power Automate, SQL, Power BI, and RPA.
- Demonstrate project experience: Detail your full development cycle experience with transformation products.
- Prepare for technical interviews: Be ready to discuss problem-solving and analytical approaches.
- Understand company culture: Research Everise's people-first and innovation-driven approach.
Technical preparation
Master Planful FP&A and Consolidation modules.,Deepen knowledge of Netsuite Oracle ERP.,Practice scripting with Python and SQL.,Familiarize with Power Automate and Power BI.
Behavioral questions
Describe a complex technical issue you solved.,How do you collaborate with diverse teams?,Share an example of proactive problem-solving.,How do you adapt to new technologies quickly?
Frequently asked questions
- What are the primary technical responsibilities for a Planful Implementation Specialist at Everise?
- The primary technical responsibilities include implementing and supporting Planful modules for FP&A and Consolidation. This involves creating workflows, performing technical designs, automating unit tests, and maintaining technical documentation for deployed solutions.
- What technical skills are essential for this role at Everise?
- Essential technical skills include strong experience implementing and supporting Planful, working knowledge of Netsuite Oracle ERP, and familiarity with tools like Python, Ms Office Suite (Power Automate, SQL, Power Query), PowerBi, and RPA. Experience with full development cycles for transformation products is also key.
- How does Everise support employee growth and learning for this role?
- Everise emphasizes a 'Fast Learner' attitude, encouraging upgrades to new technologies and versions every 6 months. They also focus on exploring better ways of automating and deploying tools, fostering continuous professional development.
- What kind of user support is expected from a Planful Implementation Specialist?
- You'll be expected to provide positive user support for implemented Planful modules, handle queries in Business As Usual (BAU) scenarios, build strong relationships through deep problem understanding, ensure timely resolution or escalation, and communicate progress promptly.
- What is the educational requirement for the Planful Implementation Specialist position?
- Candidates must possess a Bachelor's/College Degree in Engineering. This foundational education is crucial for understanding the technical aspects of the role.
- How important is project management understanding for this role?
- A basic understanding of project management is important as you'll be working within a project life cycle environment. This helps in managing tasks, timelines, and collaboration for successful implementations.
- What are the key non-technical attributes Everise looks for in candidates?
- Everise looks for candidates who are proactive and self-driven, able to expand responsibilities beyond technical processes. They also value strong analytical and problem-solving skills, the ability to think outside the box, and collaborative, team-oriented individuals with excellent communication skills.