Planful System Support

• Administer day-to-day Planful activities: user access, workflow support, troubleshooting, and first-level issue resolution.
• Maintain and update planning templates, input schedules, mappings, and hierarchy configurations.
• Execute data loads, validations, and reconciliations to keep planning data accurate and available on time.
• Support the full planning cycle (budget, forecast, long-range plan) monitoring workflows, following up on submissions, and resolving process friction.
• Document recurring procedures; maintain SOPs and training materials to support team knowledge and system adoption.

Financial Analysis & Advisory Support

• Prepare and deliver recurring and ad hoc analysis for operational expenses and revenue streams (non-plant) including trends, variances, and drivers.
• Support budget and forecast cycles by compiling inputs, validating assumptions, and preparing clear commentary and summaries.
• Build and maintain Excel models for scenario planning, spend visibility, and decision support.
• Develop standardized reporting packs and executive-ready outputs that clearly communicate risks, opportunities, and key drivers.
• Support performance review cycles — preparing materials, capturing action items, and tracking follow-through to closure.

Data Quality, Controls & Collaboration

• Reconcile data across Planful, ERP, and Power BI; flag anomalies and help identify root causes.
• Partner with Finance and business stakeholders to clarify definitions, improve data discipline, and strengthen planning adoption.
• Proactively identify opportunities to automate and improve recurring processes — reducing manual effort and improving accuracy.

WHAT YOU BRING

Required

• 2–4 years of experience in FP&A, financial analysis, reporting, or a related finance role.
• Strong analytical mindset — structured approach to variance explanation and problem-solving.
• Intermediate-to-advanced Excel skills; comfortable building and maintaining financial models.
• Comfortable with data, recurring processes, and tight deadlines — high attention to detail.
• Clear communicator: able to summarize findings plainly and escalate issues appropriately.
• Fast learner with a service orientation — you take ownership and follow through.

Compensation: 65K-75K Annual

Nice to Have

• Experience with Planful or a similar FP&A planning tool (Adaptive, Anaplan, Vena, etc.).
• Bachelor's degree in Finance, Accounting, Business, or related field.
• CPA, CMA, or MBA in progress or completed — valued but not required for the right candidate.

YOU'LL THRIVE HERE IF...

• Finds satisfaction in making a messy process clean and repeatable.
• Asks questions until the data makes sense — not just until it looks right.
• Takes ownership without being asked and follows through without being chased.
• Wants to grow into broader FP&A systems or analytics leadership over time.
• Enjoys working closely with a small, focused team that values quality and accountability.

WHAT SUCCESS LOOKS LIKE

In your first 90 days:

• You understand how Planful is structured, own your first recurring admin tasks, and have resolved at least a few user issues independently.
• You've delivered your first round of analysis on time and with clear commentary.
• You've built relationships with key Finance and business stakeholders.

By end of year one:

• Planning cycles run more smoothly with your involvement — templates are cleaner, workflows are tracked, submissions arrive on time.
• Your analysis is trusted and acted on. Stakeholders come to you proactively.
• You've identified and delivered at least one meaningful process improvement.