Financial Analyst

Company Overview
Planview has one mission: to build the future of connected work, from ideas to impact.

As the global leader in work and resource management, Planview helps organizations accelerate the achievement of what matters most, supporting our customers from need to speed, from passion to progress, and from overhead to optimization. We provide the industry's most comprehensive solutions designed for strategic planning, portfolio and resource management, Lean and Agile delivery, product portfolio management, capability, and technology management (enterprise architecture), innovation management, and collaborative work and project management. Our connected platform of solutions underpins the business and digital transformations of more than 4,500 customers globally, including 59 of the Fortune 100.

At Planview, our people connections drive our innovation and success. Our global team of 1400+ work remotely and across our offices including Austin, Vancouver, Hod Hasharon, Bangalore, Sydney, and Stockholm. We're proud of our world-class, connected culture built on our shared values, that supports our teams to be successful from anywhere.

Learn more about our portfolio at , and connect with us on LinkedIn, Instagram, and X.

The Opportunity
We're looking for a Financial Analyst -
Workday Adaptive Specialist
to join our team in India. In this role, you will an integral part of the finance team and a trusted business partner. The ideal candidate will be analytical, critical, view problems as opportunities to develop solutions and possess strong communication skills.

What You'll Do

• Assist in preparation of financial reports, forecast, and budgets
• Conduct variance analysis to identify discrepancies between actual and forecasted financial performance.
• Gather and organize financial data from various sources (NetSuite, Salesforce, etc) for analysis
• Process Optimization: Find opportunities to improve and streamline existing financial planning processes through automation and improved model design within Adaptive Planning.
• Support the FP&A team tin ad-hoc financial modeling and analysis projects.
• Assist in the development and maintenance of financial models.
• Participate in the preparation of presentation for senior management.
• Ensure accuracy and integrity of financial data.
• Support operational scaling with automation, simplification, and standardization of processes
• Perform regular data validation, reconciliations, and system audits to ensure accuracy and integrity of financial information.
• Reporting & Analysis: Develop and maintain dynamic reports, dashboards, and visualizations within Adaptive Planning to deliver actionable insights to finance and business leaders. Conduct ad-hoc financial analysis as the need arises.

What You'll Bring

• Bachelor's degree in Finance, Accounting, or Information Technology
• At least 2+ years of experience in Finance and/or in Software industry
• Experience with partnering across the FP&A and Accounting teams and business leaders
• Independent worker, time manager with ability to multi-task with attention to detail and accuracy
• Mandatory hands-on experience administering Workday Adaptive Planning, including modeling, writing formulas, and report building.
• Deep knowledge of financial planning structures (account hierarchies, dimensions, attributes, etc.).
• Experience with system troubleshooting and problem-solving preferred
• Advanced Excel skills with experience analyzing and modeling data and data interpretation of results
• SQL Experience preferred
• Strong desire to learn and grow in a challenging environment.

Whether you have some, or all of these, we want to hear from you if you believe your background and experience might be a fit

Benefits At Planview
At Planview, you'll join our global team and culture which reflects the vibrant communities in which our employees live and work. To support you at Planview, you will enjoy:

• Unplugged Days: 4 company-wide paid days off per year to recharge and relax.
• Generous PTO offerings (region dependent).
• Region specific competitive benefit plans to support you at any life stage including parental leave, retirement, medical plans, wellness support, and remote work support.
• Paid time to volunteer through Planview's Force for Good Week.
• Employee Referral bonus program.
• Weekly office lunches for hybrid team members and social events.
• Flexible work hours/environment.

Now is a great time to join our team. If you are looking for a place to grow your career, innovate with best-in-class solutions, and build the future of connected work, Planview is the right place for you

Diversity, Equity and Inclusion at Planview
As part of our efforts to build a workforce with diverse talent, we encourage applications from Indigenous, Black, and other racialized communities, 2SLGBTQIA+ communities, people with neurodivergence, immigrants, people with disabilities, and other equity deserving groups. In addition to building a diverse workforce, we are committed to fostering an inclusive and accessible experience. Reasonable accommodations for the interview process can be requested by emailing