Solution Architect

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’s award-winning AI capabilities accelerate decision-making, helping Planful users in over 100 countries to close faster, accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company with more than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized, and is backed by Vector Capital, a leading global private equity firm. Learn more at Planful.com.

About The Role

Planful is looking for a motivated Solution Architect to join our Delivery Services team. You will be the functional lead on 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.

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.

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.

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:

• Volunteer days, Birthday PTO, and 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. We also offer benefits such as home office setup, and monthly wifi and cell phone reimbursements for remote employees.
• Employee Resource Groups like Women of Planful, Parents of Planful, and more. We celebrate individuality and encourage teammates to bring their authentic selves to work - with full support for creating new ERGs and communities along the way.
• People Programs that foster connection and wellbeing, such as Movember, Summer Wellness, Breast Cancer Awareness Month, and Hispanic Heritage Month.

Pay Transparency Statement

At Planful, our top priority is supporting our employees and ensuring everyone has access to equal growth opportunities. Compensation decisions are based on each individual’s skills, experience, qualifications, and work location. The base salary range for this role is $90,000 - $110,000 CAD per year, depending on experience and location. This position is also eligible for bonus or commission. You can learn more about our benefits https://planful.com/jobs/.

Key skills/competency

• Accounting
• FP&A
• Financial Reporting
• Budgeting
• Consolidations
• Financial Management Software
• Project Management
• Business Process Design
• Analytics
• Change Management