Financial Analyst

Finance and Accounting


Planview is seeking a Finance Analyst to support high growth in the company. Reporting to the Manager of Finance, this analyst will be an integral part of the finance team and a trusted partner for the Marketing and Customer Support organizations. The ideal candidate will be analytical, critical, view problems as opportunities to develop solutions and possess strong communication skills. 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
  • 3+ years of proven success in a fast-paced, challenging environment
  • Experience analyzing and modeling data and data interpretation of results
  • 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
  • SFDC, NetSuite, and/or Adaptive Insights experience 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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