Solution Architect

August 21

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Host Analytics Inc

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Host Analytics has rebranded to Planful

Cloud • Enterprise Performance Management • Budgeting • Planning and Forecasting • Financial Consolidation and Reporting

201 - 500

Description

• Planful is looking for an individual with strong technical aptitude and passion for working with customers during the deployment process • 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 • Candidates must have the ability to travel at least 25% of the time • 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 • 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 • Utilize data and “early warning systems” to proactively identify opportunities and risks within a clients adoption and use of Planful • Work with our Customer Success teams to identify, engage, deliver and maintain targeted accounts to drive customer retention, satisfaction and health • Participate in User Conference, delivering presentations about industry leading solutions

Requirements

• 5+ years of Accounting or FP&A experience focusing on financial reporting and budgeting and /or close management • SaaS Experience a must • Hands-on experience with financial reporting and budgeting • Has managed and /or implemented Financial Management software • Executive presence to interact with senior-level executives • Customer-centric with a strong sense of urgency for customer care • Strong project management, problem-solving skills and analytical skills • Extremely organized, detail-oriented, and able to manage multiple projects simultaneously

Benefits

• 2 Volunteer days • Birthday PTO, and quarterly company Wellness Days • 3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave • Annual Planful Palooza, our in-person, company-wide culture kickoff held in cities like San Diego, Denver, and most recently - Palm Desert, California! • Team-specific offsites in cities like New York, Sonoma, or our brand new HQ based in downtown San Francisco • 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 all employees, in-office or remote. • Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs • Employee Resource Groups such as Women of Planful, Parents of Planful, and many more. We encourage our teammates to bring their authentic selves to the team, and have full support in creating new ERGs & communities along the way