Financial Analyst

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’s award-winning AI capabilities accelerate decision-making, helping Planful users in over 100 countries to close faster, accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company with more than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized, and is backed by Vector Capital, a leading global private equity firm. Learn more at Planful.com.

About The Role

We’re looking for a Financial Analyst who enjoys working with data and financial systems to join our Finance team. This role focuses on building reliable models, maintaining data accuracy, and improving reporting tools that enhance visibility across the organization.

You’ll be hands-on with modeling, automation, and system improvements that keep reporting processes efficient and scalable. The ideal candidate has a strong analytical mindset, approaches problems with structure and precision, and takes pride in making complex financial data clear and consistent.

Requirements

• Bachelor’s Degree in Finance, Accounting, Economics, Mathematics, or a related field preferred.
• 1-2+ years of experience in financial analysis, FP&A, or data-focused analytical roles.
• Advanced Excel and/or financial modeling certifications (e.g., FMVA, CFA Level I, or similar) preferred.
• Proficiency with financial systems, data tools, or reporting platforms (e.g., SQL, Planful, Power BI, Tableau, or equivalent) preferred.
• Strong technical aptitude, attention to detail, and commitment to data accuracy.
• Comfortable working independently with large data sets and multiple systems.
• Ability to manage multiple tasks, meet deadlines, and maintain accuracy in a dynamic environment.

Responsibilities

• Build, enhance, and maintain detailed financial models and data sets to support forecasting, budgeting, and reporting.
• Work within financial systems and tools (e.g., Excel, Planful, or BI platforms) to ensure data integrity and accuracy.
• Develop standardized templates and reporting frameworks to streamline recurring financial processes.
• Assist in preparing regular reporting packages for Finance leadership, focusing on data validation and consistency.
• Support month-end and quarter-end close activities by reconciling data inputs and ensuring alignment with accounting records.
• Identify and implement automation opportunities to reduce manual effort in data collection and analysis.
• Partner with other members of the Finance team to ensure alignment of financial data across systems and models.

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:

• 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 supporting our employees and ensuring everyone has access to equal growth opportunities. Compensation decisions are based on each individual’s skills, experience, qualifications, and work location.

The base salary range for this role is $95,000 - $105,000 USD per year, depending on experience and location. This position is also eligible for bonus or commission. You can learn more about our benefits https://planful.com/jobs/.