About the Role The Implementation Consultant plays a critical role in delivering exceptional customer outcomes during the onboarding and deployment of the Planful platform. Reporting to the Director ...
About the Role The Implementation Consultant plays a critical role in delivering exceptional customer outcomes during the onboarding and deployment of the Planful platform. Reporting to the Director ...
Senior ABM Campaign Manager
North, SC · Remote
About Planful Planful is the pioneer of financial performance management cloud software. The ... Build dynamic and account-specific assets such as landing pages, direct mail, video, executive ...
Senior ABM Campaign Manager
North, SC · Remote
About Planful Planful is the pioneer of financial performance management cloud software. The ... Build dynamic and account-specific assets such as landing pages, direct mail, video, executive ...
Leverage advanced financial modeling expertise in Excel; experience with NetSuite and Planful ... of Directors * Experience leading annual budgeting and long-range planning processes in a high ...
Leverage advanced financial modeling expertise in Excel; experience with NetSuite and Planful ... of Directors * Experience leading annual budgeting and long-range planning processes in a high ...
Director, FP&A
Los Angeles, CA · On-site
$180K - $200K/yr
Director, FP&A Department: Accounting and Finance Employment Type: Full Time Location: Los Angeles ... Leverage advanced financial modeling expertise in Excel; experience with NetSuite and Planful ...
Director, FP&A
Los Angeles, CA · On-site
$180K - $200K/yr
Director, FP&A Department: Accounting and Finance Employment Type: Full Time Location: Los Angeles ... Leverage advanced financial modeling expertise in Excel; experience with NetSuite and Planful ...
Manage the financial reporting and budgeting software (Planful) including the design and ... The Manager or Director title to be commensurate with experience. Education and Experience Minimum ...
Manage the financial reporting and budgeting software (Planful) including the design and ... The Manager or Director title to be commensurate with experience. Education and Experience Minimum ...
Director of Reporting and FP&A
Tampa, FL · On-site
... Planful) including the design and maintenance of reports to meet end user needs. • Manage the ... or Director title to be commensurate with experience. Education and Experience • Minimum of 6+ ...
Director of Reporting and FP&A
Tampa, FL · On-site
... Planful) including the design and maintenance of reports to meet end user needs. • Manage the ... or Director title to be commensurate with experience. Education and Experience • Minimum of 6+ ...
Director of Reporting and FP&A
Tampa, FL · On-site
... Planful and the Company's ERP (IFS). · Championing AI adoption across FP&A, accounting, and ... or Director title to be commensurate with experience. Education and Experience · Minimum of 6+ ...
Quick apply
Director of Reporting and FP&A
Tampa, FL · On-site
... Planful and the Company's ERP (IFS). · Championing AI adoption across FP&A, accounting, and ... or Director title to be commensurate with experience. Education and Experience · Minimum of 6+ ...
Position Summary The Senior Director of Information Technology leads the global IT function at H&V ... Oversee enterprise applications (Oracle, TIPS/Lovis, MES, Planful, etc.). * Lead ERP roadmap ...
Position Summary The Senior Director of Information Technology leads the global IT function at H&V ... Oversee enterprise applications (Oracle, TIPS/Lovis, MES, Planful, etc.). * Lead ERP roadmap ...
Director, Financial Reporting IN GA-Atlanta (Sandy Springs)
Atlanta, GA · On-site
$180K - $200K/yr
Job Title - Director, Financial Reporting Location - US-GA-Atlanta (Sandy Springs) Base Salary ... Expand capabilities with current reporting and reconciliation systems (Planful/Blackline) and ...
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Director, Financial Reporting IN GA-Atlanta (Sandy Springs)
Atlanta, GA · On-site
$180K - $200K/yr
Job Title - Director, Financial Reporting Location - US-GA-Atlanta (Sandy Springs) Base Salary ... Expand capabilities with current reporting and reconciliation systems (Planful/Blackline) and ...
Controller
Burton, MI · On-site
$50 - $60/hr
The day-to-day responsibilities include: • Direct the monthly and period-end close cycle to ... needs using tools such as Excel, Planful, and Power BI to improve financial analysis and ...
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Controller
Burton, MI · On-site
$50 - $60/hr
The day-to-day responsibilities include: • Direct the monthly and period-end close cycle to ... needs using tools such as Excel, Planful, and Power BI to improve financial analysis and ...
The Director of Financial Planning & Analysis is responsible for developing, managing, and driving ... Onestream, Planful, Netsuite, etc. * Ability to effectively present information to Senior ...
The Director of Financial Planning & Analysis is responsible for developing, managing, and driving ... Onestream, Planful, Netsuite, etc. * Ability to effectively present information to Senior ...
Accounting Director
$160K - $190K/yr
The company is actively investing in systems modernization - including Planful and AP/AR automation - and strengthening its financial infrastructure to support the next phase of growth. The Director ...
Accounting Director
$160K - $190K/yr
The company is actively investing in systems modernization - including Planful and AP/AR automation - and strengthening its financial infrastructure to support the next phase of growth. The Director ...
Accounting Director
Stanwood, WA · On-site
$160K - $190K/yr
The company is actively investing in systems modernization - including Planful and AP/AR automation - and strengthening its financial infrastructure to support the next phase of growth. The Director ...
Accounting Director
Stanwood, WA · On-site
$160K - $190K/yr
The company is actively investing in systems modernization - including Planful and AP/AR automation - and strengthening its financial infrastructure to support the next phase of growth. The Director ...
We are seeking a strategic and execution-focused Managing Director in the Greater NYC area to ... Planful, OneStream, Anaplan, Cognos, Oracle Hyperion, Tableau, Alteryx, Power BI, Fusion, etc. a ...
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We are seeking a strategic and execution-focused Managing Director in the Greater NYC area to ... Planful, OneStream, Anaplan, Cognos, Oracle Hyperion, Tableau, Alteryx, Power BI, Fusion, etc. a ...
We are seeking a strategic and execution-focused Managing Director to support the growth of our FP& ... Planful, OneStream, Anaplan, Cognos, Oracle Hyperion, Tableau, Alteryx, Power BI, Fusion, etc. a ...
Quick apply
We are seeking a strategic and execution-focused Managing Director to support the growth of our FP& ... Planful, OneStream, Anaplan, Cognos, Oracle Hyperion, Tableau, Alteryx, Power BI, Fusion, etc. a ...
Financial Analyst
San Diego, CA · On-site
$80K - $100K/yr
Support overall corporate reports, leveraging Planful Spotlight including building additional ... of directors or investor presentations Minimum Skills or Experience Requirements: * Bachelor ...
Financial Analyst
San Diego, CA · On-site
$80K - $100K/yr
Support overall corporate reports, leveraging Planful Spotlight including building additional ... of directors or investor presentations Minimum Skills or Experience Requirements: * Bachelor ...
Director (BT)
Dallas, TX · On-site
$190K - $220K/yr
Directors at BAO don't manage from a distance. You'll own a portfolio of transformation engagements ... Planful, Workday Adaptive), and build long-range models * Interim FP&A - stand in for clients in ...
Director (BT)
Dallas, TX · On-site
$190K - $220K/yr
Directors at BAO don't manage from a distance. You'll own a portfolio of transformation engagements ... Planful, Workday Adaptive), and build long-range models * Interim FP&A - stand in for clients in ...
Mood Media is looking for a Director of Accounting who holds a CPA and who has proven professional ... Experience with Oracle and/or Planful a plus. * Comfortable in identifying accounting issues and ...
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Mood Media is looking for a Director of Accounting who holds a CPA and who has proven professional ... Experience with Oracle and/or Planful a plus. * Comfortable in identifying accounting issues and ...
The FP&A Managing Director is a key member of the Financial Planning and Analysis team and will ... Experience with Finance technologies such as Adaptive Workday, Planful, OneStream, Anaplan, Cognos ...
The FP&A Managing Director is a key member of the Financial Planning and Analysis team and will ... Experience with Finance technologies such as Adaptive Workday, Planful, OneStream, Anaplan, Cognos ...
Roles and Responsibilities: • The FP&A Managing Director is a key member of the Financial ... Planful, OneStream, Anaplan, Cognos, Oracle Hyperion, Tableau, Alteryx, Power BI, Fusion, etc. a ...
Roles and Responsibilities: • The FP&A Managing Director is a key member of the Financial ... Planful, OneStream, Anaplan, Cognos, Oracle Hyperion, Tableau, Alteryx, Power BI, Fusion, etc. a ...
Director Planful information
What is the difference between Director Planful vs Financial Planning Manager?
| Aspect | Director Planful | Financial Planning Manager |
|---|---|---|
| Responsibilities | Oversees enterprise-wide planning, strategy, and implementation of Planful solutions | Manages financial planning processes, budgeting, and forecasting within a specific department |
| Required Credentials | Bachelor's degree in finance, accounting, or related field; experience with Planful or similar FP&A tools | Bachelor's degree in finance, accounting, or related; experience in financial analysis and planning |
| Work Environment | Corporate finance or FP&A teams, often in large organizations | Finance or accounting departments, typically within specific business units |
The main difference is that the Director Planful focuses on leading the implementation and strategic use of Planful across the organization, while the Financial Planning Manager handles day-to-day financial planning tasks within a department. The director role involves broader oversight and strategic planning, whereas the manager role is more operational and department-specific.
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Job description
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.
About the Role
The Implementation Consultant plays a critical role in delivering exceptional customer outcomes during the onboarding and deployment of the Planful platform. Reporting to the Director of Delivery Services, this role sits at the heart of the customer journey, translating customer business requirements into scalable, high-quality solutions while reinforcing trust, adoption, and long-term value.
This role requires a blend of technical aptitude, financial acumen, and consultative customer engagement. Successful Implementation Consultants operate as trusted advisors, balancing best practices with customer-specific needs, while partnering closely with internal teams to ensure delivery excellence, predictable outcomes, and customer satisfaction.
Requirements
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:
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.
The OTE range for this role is $85,000 - $110,000 USD per year, depending on experience and location. As a part of this role, you are also eligible for equity, benefits and wellbeing resources.
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.
About the Role
The Implementation Consultant plays a critical role in delivering exceptional customer outcomes during the onboarding and deployment of the Planful platform. Reporting to the Director of Delivery Services, this role sits at the heart of the customer journey, translating customer business requirements into scalable, high-quality solutions while reinforcing trust, adoption, and long-term value.
This role requires a blend of technical aptitude, financial acumen, and consultative customer engagement. Successful Implementation Consultants operate as trusted advisors, balancing best practices with customer-specific needs, while partnering closely with internal teams to ensure delivery excellence, predictable outcomes, and customer satisfaction.
Requirements
- 3+ years of hands-on experience in Accounting, Finance, FP&A, or related domains.
- Prior consulting or professional services experience, ideally in SaaS or enterprise software.
- Experience implementing financial systems, EPM/FPM platforms, or complex business applications is strongly preferred.
- Strong consultative mindset with the ability to balance customer needs and product best practices.
- Proven ability to communicate effectively with both technical teams and senior-level customer executives.
- Comfortable delivering a thoughtful, professional "consultative no" when needed to protect customer outcomes.
- Ability to ramp quickly on new technologies in a high-growth, evolving environment.
- Collaborative team player with the ability to work independently and manage multiple priorities.
- Adaptable to diverse customers, industries, and project teams.
- Assist with implementations of the Planful Financial Performance Management Suite, from design through go-live.
- Collaborate with customers to understand their financial processes and translate those requirements into effective, scalable Planful solutions.
- Guide customers toward best practices while thoughtfully challenging requirements that could limit long-term value or scalability.
- Ensure high-quality configuration, testing, validation, and rollout of the solution to drive adoption and measurable outcomes.
- Execute project deliverables in alignment with Planful's Services methodology, contributing to continuous improvement of delivery standards and tools.
- Manage scope, timelines, and risks to ensure predictable, on-time project delivery.
- Drive services performance metrics, including customer satisfaction, utilization, and project margin.
- Lead customer and partner enablement sessions, including training, knowledge transfer, and post-implementation handoff.
- Build strong relationships with customer stakeholders, including finance leaders and senior executives.
- Serve as a cross-functional partner to Sales, Customer Success, and Product teams to ensure a seamless customer experience.
- Provide feedback from the field to inform product enhancements, services offerings, and customer experience initiatives.
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:
- Volunteer days, Birthday PTO, and company-wide Wellness Days
- Supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave
- Team off-sites in exciting destinations like New York, Sonoma, Nashville, Palm Springs, and our San Francisco headquarters
- 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 remote employees
- Join Employee Resource Groups like Women of Planful, Parents of Planful, and more. We celebrate individuality and encourage teammates to bring their authentic selves to work - with full support for creating new ERGs and communities along the way
- Participate in People Programs that foster connection and wellbeing, such as Movember, Summer Wellness, Breast Cancer Awareness Month, and Hispanic Heritage Month
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.
The OTE range for this role is $85,000 - $110,000 USD per year, depending on experience and location. As a part of this role, you are also eligible for equity, benefits and wellbeing resources.
About Planful
Sourced by ZipRecruiter
Industry
Software development
Company size
201 - 500 Employees
Headquarters location
Redwood City, CA, US
Year founded
2000