About Us

"With Adaptive Planning, we were able to save approximately 600 man hours in the first budgeting cycle alone."
- Phil McAllister, Director of Budgeting and Internal Reporting, Pep Boys

"The SaaS model really impressed us. We didn't have to install new servers and train IT. And the implementation was absolutely turnkey."
- Jeff Chalmers, VP Finance, Geeknet

"The Adaptive Planning investment has been a great value that continues to exceed my expectations."
- Chris Dickson, Director of IT, Allen Vanguard

"The QuickStart program was extremely helpful in getting us moving quickly. And we got tremendous support."
-Paul Vitale, Sr. Director, Finance, American Red Cross New York

"The Adaptive Planning team has been extremely responsive and willing to work with us."
- Shilo Jones, President, evo

Financial Planning Consultant

Adaptive Planning, Inc. (Mountain View, CA) is a growth-stage, venture-backed company offering an On-Demand budgeting, forecasting, and reporting solution designed to provide enterprise-class Performance Management functionality as an affordable, easy to use, low-risk service. We have a strong, experienced team that has a proven track record, deep domain expertise, and extensive web-based application development experience. We are looking for talented, results-oriented individuals who thrive in a team atmosphere and will bring enthusiasm and creativity to our fast-paced, engaging work environment.

Position:

Description:

In this position you will assist clients in transferring their financial plans (budgets, forecasts, reports) from spreadsheets to Adaptive Planning. You will work as part of an implementation team, under the direction of a Project Manager, to complete implementation tasks within the project timeline. This position requires a Bachelors degree in Finance or a related field. This position reports to a Project Manager within the Professional Services organization. The successful candidate must work well in a team environment while being a resourceful, independent self-starter able to work effectively with minimal direction. Experience with enterprise planning systems (Hyperion, Cognos, etc.) or financial management applications desired.

Duties and Responsibilities:

Completing implementing tasks in budgets, forecasts, and reports within Adaptive Planning
Analyzing spreadsheet-based financial models
Interacting with our product development team to troubleshoot client problems and resolve client questions

Required Skills/Experience:

Bachelors degree in Accounting, Business, or an equivalent field
Strong financial and management accounting background
Excellent written and verbal communication skills
Strong problem-solving skills
Highly skilled with MS Excel on a Windows PC, and technology literate in general
Extremely organized, detail-oriented, and able to manage multiple projects simultaneously
Experience with enterprise planning software and/or financial application software desired
Must live in the Bay Area or self-relocate to the Bay Area

Compensation:

Base + Options + Benefits

Contact:

Qualified applicants should submit their resume and a cover letter highlighting their financial planning experience to the company via email at jobs@adaptiveplanning.com. Please include the words "FPC11" in your email subject line.