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Remote Finance Associate Job in San Francisco, CA Planful

Finance Associate Planful
$100000 - $130000
BudgetingBudgeting & ForecastingEasily AdaptableFinanceFinancial AnalysisFinancial ModelingInvestment BankingPerformance MetricsPresentationsQuantitative Finance
Mid-level (3-4 years) - 
San FranciscoCA


Planful is the pioneer of financial performance management cloud software.
605+ employees
AccountingB2BSaaSFintech


Role


Who you are

  • 2+ years of relevant work experience in investment banking, private equity, consulting, or high-growth start-up experience
  • Strong financial modeling technical abilities; exceptional analytical skills
  • High capacity to synthesize data & insights
  • Proven ability to build strong and collaborative working relationships
  • Self-starter with strong work ethic, initiative, ownership and drive
  • Desire to learn and grow within an organization.

Desirables

  • Passion and adaptability to learn different parts of the business
  • Excited to work in a fast-paced environment



What the job involves

  • The Finance Associate will provide analytical support to long-range, annual, and live forecast planning processes for multiple business segments.
  • They will develop and maintain complex financial models to support strategic planning, budgeting, and forecasting.
  • They will prepare detailed reports and presentations for executive leadership, highlighting key financial trends and performance metrics.

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Company


Company mission

Planful is the pioneer of financial performance management cloud software. Their platform, used globally, streamlines business-wide planning, budgeting, consolidations, reporting, and analytics. They empower finance, accounting, and business users to plan confidently, close faster, and report accurately. Over 1,500 customers, including prominent names like Bose and Boston Red Sox, rely on Planful to enhance productivity and accuracy.




Company benefits

  • Volunteer days Birthday PTO and company Wellness Days
  • 3 months supply of diapers and meal deliveries for Maternity/Paternity leave
  • Annual Planful Palooza event
  • Team-specific offsites and our brand new HQ
  • Home office setup monthly wifi and cell phone reimbursements
  • Company-wide Mentorship program
  • Executive sponsorship of CFO and Manager-specific monthly training programs
  • Employee Resource Groups



Company values

  • Innovation
  • Customer-centric
  • Integrity
  • Collaboration
  • Excellence



Company HQ

San Francisco
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