Financial Analyst

Company Overview

Planview has one mission : to build the future of connected work, from ideas to impact.

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 , and connect with us on , and .

The Opportunity

We’re looking for a Financial Analyst - Workday Adaptive Specialist to join our team in India. In this role, you will an integral part of the finance team and a trusted business partner. The ideal candidate will be analytical, critical, view problems as opportunities to develop solutions and possess strong communication skills.

What You'll Do

• 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.

What You'll Bring

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!

Benefits at Planview

At Planview, you’ll join our global team and culture which reflects the vibrant communities in which our employees live and work. To support you at Planview, you will enjoy :

Now is a great time to join our team. If you are looking for a place to grow your career, innovate with best-in-class solutions, and build the future of connected work, Planview is the right place for you!