As the global leader in work and resource management, Planview helps organizations accelerate the achievement of what matters most, supporting our customers from need to speed, from passion to progress, and from overhead to optimization. We provide the industry’s most comprehensive solutions designed for strategic planning, portfolio and resource management, Lean and Agile delivery, product portfolio management, capability, and technology management (enterprise architecture), innovation management, and collaborative work and project management. Our connected platform of solutions underpins the business and digital transformations of more than 4,500 customers globally, including 59 of the Fortune 100.

At Planview, our people connections drive our innovation and success. Our global team of 1400+ work remotely and across our offices including Austin, Vancouver, Hod Hasharon, Bangalore, Sydney, and Stockholm. We’re proud of our world-class, connected culture built on our shared values, that supports our teams to be successful from anywhere.

Learn more about our portfolio at planview.com, and connect with us on LinkedIn, Instagram, and X.

Responsibilities:

Assist in preparation of financial reports, forecast, and budgets
Conduct variance analysis to identify discrepancies between actual and forecasted financial performance.
Gather and organize financial data from various sources (NetSuite, Salesforce, etc) for analysis
Process Optimization: Find opportunities to improve and streamline existing financial planning processes through automation and improved model design within Adaptive Planning.
Support the FP&A team tin ad-hoc financial modeling and analysis projects.
Assist in the development and maintenance of financial models.
Participate in the preparation of presentation for senior management.
Ensure accuracy and integrity of financial data.
Support operational scaling with automation, simplification, and standardization of processes
Perform regular data validation, reconciliations, and system audits to ensure accuracy and integrity of financial information.
Reporting & Analysis: Develop and maintain dynamic reports, dashboards, and visualizations within Adaptive Planning to deliver actionable insights to finance and business leaders. Conduct ad-hoc financial analysis as the need arises.

Qualifications:

Bachelor’s degree in Finance, Accounting, or Information Technology
At least 2+ years of experience in Finance and/or in Software industry
Experience with partnering across the FP&A and Accounting teams and business leaders
Independent worker, time manager with ability to multi-task with attention to detail and accuracy
Mandatory hands-on experience administering Workday Adaptive Planning, including modeling, writing formulas, and report building.
Deep knowledge of financial planning structures (account hierarchies, dimensions, attributes, etc.).
Experience with system troubleshooting and problem-solving preferred
Advanced Excel skills with experience analyzing and modeling data and data interpretation of results
SQL Experience preferred
Strong desire to learn and grow in a challenging environment.

Whether you have some, or all of these, we want to hear from you if you believe your background and experience might be a fit!

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Financial Analyst