Financial Analyst

Finance and Accounting


Planview is seeking a Financial Analyst to support high growth. Reporting to the Manager FP&A COE Treasury, this analyst will be an integral part of the team and a partner for the Finance organization. The ideal candidate will be a critical, analytical thinker with strong communication skills, both written and verbal – technical skills are a plus (Visual Basic, for example). This role is an opportunity for the right candidate to leverage the experience and skills they’ve gained to date and to expand those at a high growth global enterprise software company looking to scale to >$200 million in revenue.


  • Core responsibilities include planning, analysis and reporting
    • Planning includes annual planning, long-term planning and quarterly forecast
    • Analysis includes monthly/quarterly/annual variance analysis, M&A support, ad hoc analysis
    • Reporting includes monthly/quarterly/annual management reporting and KPI’s, both the maintenance and evolution of the reporting
  • Work with various data elements, both financial and non-financial (ie. headcount, bookings, other stats)
  • Support operational scaling with automation, simplification and standardization of processes, both sales and financial
  • Project manage and/or support initiatives that support and effect cross-functional constituents
  • Prepare materials for executive management and board of Directors presentation


  • Bachelor’s degree in Finance or Accounting
  • High analytical acumen with advanced Excel skills are a must
  • 1+ years of proven success in a fast-paced, challenging environment
  • Experience analyzing and modeling data and process
  • Organizer, time manager, ability to multi-task with attention to detail
  • Strong personal and interactive skills with all levels of management and coordination with peers and partner organizations
  • Systems knowledge of Adaptive, Hyperion, and/or Cognos a plus

Great Benefits and Fun Perks

  • We offer highly competitive benefits packages for every lifestyle.
  • No one likes working in a box, right? That’s why we’ve built some fun, open work environments with optional standing desks, game rooms, unlimited snacks, soft drinks, and gourmet coffee machines. Oh, and a tasty cereal bar and fresh fruit to get your day going!
  • We believe in regular fun office events and monthly happy hours!
  • We offer weekly onsite yoga classes, chiropractor visits and car wash services.
  • We’re in a brand new office building with garage parking and shaded courtyards with outdoor gas grills and seating, just in case you want to grab some sun during lunch.
  • We host daily food trucks!
  • And because we believe in community involvement, we’re also active participants of a variety of causes, including a Planview MS150 riding team, Heartwalk, Central Texas Food Bank, Salvation Army Angel Tree and more!

Planview is an Equal Opportunity/Affirmative Action Employer


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