Project Manager

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:

Project Manager

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, guiding a team of consultants in completing implementation tasks within project timelines. This position reports to the Director of Professional Services. The successful candidate must work well in a team environment while being a resourceful, independent self-starter able to work effectively with minimal direction, make decisions as appropriate and motivate his or her team. A Bachelors degree in Finance or a an equivalent field and 7-10 years budgeting and forecasting experience, including expense, personnel, revenue, capital, and balance sheet planning are required. Advanced Excel skills are essential and experience with enterprise planning systems (Hyperion, Cognos, etc.) or financial management applications desired.

Duties and Responsibilities:

• Ownership of all aspects of projects including deliverables, client communications and internal processes
• Analyzing spreadsheet-based financial models and identifying best practice implementation solutions
• Understanding modeling needs and clearly communicating issues and timelines while inspiring clients’ confidence
• 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.