Assistant Planful Analyst

Posted 2 Days Ago
Be an Early Applicant
Hiring Remotely in India
Remote
Entry level
Consulting
The Role
Supports and implements Planful FP&A and consolidation modules, including workflow modeling, automation, technical design, testing, documentation, maintenance, reporting, user access, training, and business-as-usual support. Collaborates with stakeholders to improve financial planning processes, troubleshoot issues, and maintain a positive user support experience. The role also applies analytical, problem-solving, and basic project management skills while working with ERP and automation tools.
Summary Generated by Built In
Company Overview

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!


Position Purpose:

Lead, drive and work on automating manual/assigned processes in FPA using Planful bringing efficiency in FPA Vertical.

Support any technical or functional requirement in Planful tool. Dynamic planning, Structured planning, Reports & Dashboards, Workforce modules and Maintenance of tool

 


Principle Accountabilities

 

  • 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

Attributes & Attitude


  • A Proactive & Self driven
  • Expand responsibilities to Process and not be limited to technical process of automation
  • Strong analytical and problem-solving skills with the ability to think outside the box
  • Collaborative and team-oriented with excellent communication skills. 
  • Exploring better ways of automating and deploying tools
  • Fast Learner – Upgrading to new technologies/versions every 6 months

Knowledge

  • 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 atleast 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 analyse 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

If you’ve got the skills to succeed and the motivation to make it happen, we look forward to hearing from you.

Skills Required

  • Bachelor's or college degree in Engineering
  • Experience implementing and technically supporting Planful
  • Experience or working knowledge of NetSuite Oracle ERP
  • Experience executing at least five or six transformation products through the full development cycle, including Planful projects
  • Basic understanding of project management and project lifecycle environments
  • Strong analytical, troubleshooting, problem-solving, and logical decision-making skills
  • Python, Microsoft Office Suite, Power Automate, SQL, Power Query, Power BI, or RPA experience

Everise Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Everise and has not been reviewed or approved by Everise.

  • Fair & Transparent Compensation — Pay is often described as acceptable to good in aggregate, with compensation appearing more favorable in higher-level corporate or technical roles. Typical frontline pay bands are described as aligned with broader BPO norms, which can make offers feel straightforward to benchmark.
  • Flexible Benefits — A broad, big-company benefits menu is presented, including multiple insurance lines, FSAs, and optional supplemental coverages. The availability of add-on options like legal services, pet insurance, and discounts supports a pick-and-choose approach for different needs.
  • Wellbeing & Lifestyle Benefits — Services like an Employee Assistance Program and lifestyle-oriented add-ons (e.g., gym discounts, legal plan, pet insurance) are part of the rewards mix. Tuition reimbursement is also positioned as a supportive benefit that can extend value beyond cash compensation.

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The Company
HQ: Plantation, FL
6,342 Employees

What We Do

Everise delivers happiness to millions of customers around the world. We excel at solving customer problems on behalf of some of the world’s biggest brands. Our specialty sectors are healthcare, travel, technology, and financial services. As the leading customer experience firm, companies rely on Everise to drive their business forward by transforming customer care into something extraordinary and consistently delivering positive interactions across the globe in 32 languages. At our core, we are a diverse and inclusive group of champions who learn from each other. We welcome people of different backgrounds, experiences, abilities and perspectives. We are an equal opportunity employer and a pleasant and supportive place to work. Join us and become a champion of customer happiness

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