Financial Analyst, Planful

$95-105k

+ Eligible for bonus or commission

SQL

Tableau

Excel

Power BI

Junior and Mid level

San Francisco Bay Area

Cloud FP&A Platform for Continuous Planning

Be an early applicant

Cloud FP&A Platform for Continuous Planning

501-1000 employees

B2BEnterpriseFinancial ServicesSaaSCloud Computing

Be an early applicant

$95-105k

+ Eligible for bonus or commission

SQL

Tableau

Excel

Power BI

Junior and Mid level

San Francisco Bay Area

501-1000 employees

B2BEnterpriseFinancial ServicesSaaSCloud Computing

Company mission

Planful was founded to speed up the end-to-end financial planning and analysis process, driven by a vision of continuous planning. It fosters business-wide participation in decision-making and planning, optimising how employees navigate their organisation through frequent and complex business changes.

Job

Company

Role

Who you are

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

What the job involves

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
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

Our take

Planful is driven by the conviction that continuous planning elevates the financial IQ of all parties involved. It rebranded in 2020 from 'Host Analytics' to reflect this fundamental focus on continuous planning being central to Planful's identity.

Currently, most financial institutions only have quarterly or even annual planning reviews, meaning they have to rely on outdated budget projections & financial metrics so they lag behind the curve. Planful sets itself apart through helping clients to use monthly, weekly, or more frequent cycles. This means businesses can adapt and innovate rapidly in response to events and help drive financial innovation.

Planful’s cloud financial planning and analysis solutions stand out as it delivers 90% reduced reporting time, and up to 75% reduced average time to close. This approach has led to Planful being trusted by hundreds of big-name brands, including Five Guys, Evernote, Boston Red Sox, Robinhood, and TGI Fridays, as well as hundreds of thousands of users across the world.

Freddie

Company Specialist at Welcome to the Jungle

Insights

8% employee growth in 12 months

Glassdoor (4.7)

Company

Funding (last 2 of 8 rounds)

Feb 2020

$6.7m

SEED

Nov 2014

$25m

SERIES E

Total funding: $95.3m

Company benefits

12 weeks fully paid parent leave
Flexible working hours
Full medical, dental, vision benefits
Work from home opportunities
Health insurance

Leadership

Grant Halloran

(CEO)

Having spent over 8 years at ANZ , Grant went onto cco-found ProductBank and Brand Manager. In 2007, he went onto become CEO of Orbis for 5 years. Since then, Grant has worked at Anaplan as CMO and OmniSci as CCO.

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