Senior Financial Planning Consultant
Adaptive Planning, Inc - Mountain View, CA

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You will serve as part of an implementation team, under the direction of a Project Manager, assisting clients in transferring their financial plans (budgets, forecasts, reports) from spreadsheets to Adaptive Planning. You will be responsible for model design and implementation per the project scope of work and schedule. This position reports to the Director, 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. A Bachelors degree in Finance or a an equivalent field and 3-5 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 is desired.

Duties and Responsibilities:
  • 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 “SFPC12” in your email subject line.