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 1,500 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.

Job Summary

Planful is looking for a Solutions Architect with a strong passion to work with Planful customers and help them during their implementation.  Reporting to the Director of Delivery Services, you will work on implementation projects, working closely with customers. The successful candidate must work well in a team environment while being a resourceful, independent self-starter able to work effectively with minimal direction.  You will be the functional lead on our 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. Candidate must have the ability to travel at least 35% of the time.

Job Description

  • Manage multiple concurrent customer implementations:
  • Function as the project functional/technical lead and lead a team of consultants and customer staff in the delivery of a value added solution to the customer.
  • Function as a mentor to the Planful Professional Services delivery team for solutioning best practice of large, complex projects to account for overarching Planful architecture, performance and scalability, and change management impacts.
  • Follow Planful’s Agile Deployment Approach to lead discovery workshops, prototype and validate solutions with our customers to develop a solid solution supporting customer requirements.  
  • Proven architecture experience in defining, designing and implementing integrated architectures for complex planning, reporting and analytic solutions.
  • Deep experience as a solution architect in the Finance functional vertical.  2-3 other functional competencies are a plus (e.g., Sales, Marketing, Supply Chain, Distribution, Professional Services)
  • Working knowledge of process architecture to know how to design technology/data architectures to support ‘to-be’ process designs
  • Change management experience to support the deployment and adoption activities of solutions.
  • Be cognizant of project economics and metrics to deliver on-time and on budget projects.
  • Be a trusted adviser and subject matter expert to customers in areas such as change management, business process design and redesign, process improvements and analytics.
  • Work with Planful’s Sales team to sell success, share customer use cases at customer meetings, selling services, leading scoping discussions and developing/presenting services proposals
  • Lean on a strong accounting and or finance background as well as experience implementing and managing planning and consolidation applications.
  • Learn the Planful product and deployment best practice. 
  • Contribute to and improve the Services team’s best practice methodology and library.

Skills and Experience

  • Located in Pacific or Mountain Time Zone 
  • 3-5 years of Accounting or FP&A experience focusing on financial reporting and budgeting and /or close management as well as experience dealing with multi-currency environments. 
  • Hands-on experience with financial planning, close management, reporting and analysis.
  • Advanced Excel skills are essential
  • Experience with enterprise planning systems or financial management applications is desired.
  • Executive presence to interact with senior-level executives.
  • Customer-centric with a strong sense of urgency for customer care. 
  • Consultative style.
  • Strong project management, problem-solving skills and analytical skills. 
  • Extremely organized, detail-oriented, and able to manage multiple projects simultaneously.
  • Prior consulting experience; experience at an EPM software company or EPM partner consulting organization is a huge plus
  • Working with startup SaaS companies is a plus.

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 per year, 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, Austin, and most recently Palm Beach
  • Team-specific off-sites in cities like New York, Sonoma, or our brand new HQ based in downtown San Francisco 
  • Remote first culture with benefits such as home office setup, and monthly wifi and cell phone reimbursements 
  • Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs
  • Employee Resource Groups such as Women of Planful, LatinX at 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 $90,000-$110,000 USD per year. More details about our company benefits can be found here: https://planful.com/jobs/

Apply for this Job

* Required
resume chosen  
Dropbox
(File types: pdf, doc, docx, txt, rtf)
Cancel
cover_letter chosen  
Dropbox
(File types: pdf, doc, docx, txt, rtf)
Cancel

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Planful’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

Enter the verification code sent to to confirm you are not a robot, then submit your application.

This application was flagged as potential bot traffic. To resubmit your application, turn off any VPNs, clear the browser's cache and cookies, or try another browser. If you still can't submit it, contact our support team through the help center.