Company / Careers
Adaptive Planning, Inc. (Mountain View, CA) is an early-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:
Financial Planning Consultant
Description:
You will serve as a front-line point of contact for client interactions. You will assist clients in transferring their financial plans (budgets, forecasts, reports) from spreadsheets to Adaptive Planning, providing implementation, training, and support services. You will have extensive client interaction in this role with CFO's, Controllers, FP&A Managers and department VPs of mid-market companies. This position reports to the Manager, 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. Advanced Excel skills are required and experience with enterprise planning systems (Hyperion, Cognos, etc.) or financial management applications is desired.
Duties & Responsibilites Include:
- Implementing budgets, forecasts, and reports within Adaptive Planning
- Analyzing spreadsheet-based financial models
- Consulting with clients on budgeting and planning best practices
- Responding to client support questions and requests via phone and email
- Interacting with our product development team to troubleshoot client problems and resolve client questions
- Reviewing client product features requests with product management and development
Required Skills/Experience:
- Bachelors degree in Accounting, Business, or an equivalent field
- 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.