COMPANIES THAT INSPIRE

About Us
Planful is the pioneer of financial performance management cloud software. The Planful platform is used
around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and
analytics. Planful empowers finance, accounting, and business users to plan confidently, close faster, and
report accurately. More than 1,300 customers, including Boston Red Sox, Bose, 23andMe, Zappos, and
Five Guys rely on Planful to accelerate their cycle times, increase productivity, and improve accuracy.
Planful is a private company backed by Vector Capital, a leading global private equity firm. Learn more at
www.planful.com.

Responsibilities:

• Responsible for performing monthly general ledger closing procedures, including account analysis and review for posting accuracy and completeness, reconciliations (preparing or reviewing).
• Record intercompany transactions and complete reconciliations between different entities within the organization, ensuring accurate elimination of intercompany balances.
• Leverage automation and technology and techniques to enhance efficiency and accuracy in monthly general ledger closing procedures and other accounting processes.
• Assists with various documentation and execution of various accounting processes, including software/salary capitalization, and lease accounting.
• Cross functional support for key procurement and expense control processes.
• Support domestic and international tax compliance and tax matters.
• Actively participates in the design, development, and implementation of process improvements that create efficiencies and improve the integrity of the company's financial reporting system.
• Assist in general corporate accounting matters and ad hoc projects or requests.
• Assists with audit requests and collaborates with external auditors.

Qualifications:

• Strong understanding of Generally Accepted Accounting Principles (GAAP).
• Ability to develop and establish financial policies and procedures.
• Ability to work independently, with little supervision.
• Ability to analyze financial data and prepare accurate reports in a timely fashion.
• Knowledge of Microsoft Office applications (Word, Excel, Outlook, etc.).
• Demonstrated proficiency in utilizing a variety of platforms, including Netsuite, Coupa, and Expensify (or equivalent).
• Strong organizational skills and the ability to maintain detailed records.
• Ability to communicate effectively both written and verbally.
• Strong problem-solving skills, and ability to exercise initiative and sound judgment.
• Proven ability to act with discretion and protect confidential information.
• A minimum of a bachelor’s degree with an emphasis in accounting.
• At least five years of experience in financial statement preparation and general accounting.
• Public accounting experience a plus

Why Planful:
Planful exists to enrich the world by helping our customers and our people achieve peak performance. To
foster the best in class work we’re so proud of, we’ve created a best in class culture, including:
● 2 Volunteer days, Birthday PTO, and quarterly company Wellness Days
● 3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity
leave
● Annual Planful Palooza, our in-person, company-wide culture kickoff held in cities like San Diego,
Denver, Austin, and most recently Palm Springs!
● Team-specific offsites in cities like New York, Sonoma, or our brand new HQ based in downtown
San Francisco
● Remote first culture with benefits such as home office setup, and monthly wifi and cell phone
reimbursements
● Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific
monthly training programs
● Employee Resource Groups such as Women of Planful, LatinX at Planful, Parents of Planful, and
many more. We encourage our teammates to bring their authentic selves to the team, and have
full support in creating new ERGs & communities along the way