Finance Associate

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 empowers finance, accounting, and business users to plan confidently, close faster, and report accurately. More than 1,400 customers, including 23andMe, Bose, Boston Red Sox, Five Guys, and Zappos, rely on Planful to accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company backed by Vector Capital, a leading global private equity firm. Learn more at planful.com.

About the Role 

We are looking for a highly motivated Finance Associate to join our growing finance function. This role requires a proactive and detail-oriented individual with strong analytical skills and the ability to translate financial data into actionable insights. As an Associate, you will play a critical role in shaping our GTM strategy by owning numerous aspects of our financial modeling, providing in-depth financial analysis, and supporting strategic decision-making. Applicants should be self-driven, detail oriented, and motivated by the opportunity to drive results-oriented outcomes. Applicants must have strong technical financial modeling abilities, with a proven record of developing and maintaining complex financial models that support strategic decision making and analysis. Applicants will also support multiple business functions, leading and supporting cross-functional projects from inception through execution. Applicants should be excited to work in a fast-paced, high-growth and results-oriented environment where an ownership mentality is encouraged.

Responsibilities

• Provide analytical support to long-range, annual, and live forecast planning processes for multiple business segments across the company
• Develop and maintain complex financial models to support strategic planning, budgeting and forecasting
• Prepare detailed reports and presentations for executive leadership, highlighting key financial trends and performance metrics
• Develop analysis across segments to understand trends and identify areas of opportunity and risk

What You Bring to the Table

• 2+ years of relevant work experience - investment banking, private equity, consulting, or high-growth start-up experience
• Strong financial modeling technical abilities; exceptional analytical skills; high capacity to synthesize data & insights
• Strong passion and adaptability to learn different parts of the business (even those not in the job description)
• A proven ability to build strong and collaborative working relationships with business partners at all levels of the organization
• Self-starter with strong work ethic, initiative, ownership and drive
• Desire to learn and grow within an organization

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:

• 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

Pay Transparency Statement

At Planful our top priority is to support our employees and ensure each individual has access to equal growth opportunities. Pay decisions take into consideration the individual's skillset, experience, knowledge, qualifications for the role, and specific work location. 

Our base salary band for this role is $100,000 - $130,000 USD per year, depending on working location and experience, with additional bonus and stock based compensation. More details about our company benefits can be found here: https://planful.com/jobs/