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Planful Finance Jobs

3 jobs found

5mo ago

Financial Planning & Analysis Manager

Goodwin Recruiting Atlanta, GA

Atlanta, GA

5mo ago Closed

Full time Manager Aloha Analysis

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Overview

Join a well-established restaurant group as a pivotal member of the finance team, focusing on financial planning, budgeting, and performance analysis that inform strategic decisions. This position reports to the Chief Financial Officer and provides an opportunity to influence growth while collaborating closely with senior leadership. It is an ideal fit for a analytically minded finance professional who understands the dynamics of multi-unit, full-service hospitality operations in Atlanta, GA 30305.

Benefits & Compensation

Competitive base salary
Retirement plan
Healthcare coverage
Supportive work environment

Requirements & Qualifications

Bachelor’s degree in Finance, Accounting, Economics, or a related field
5–8 years of FP&A or financial analysis experience
Strong understanding of restaurant P&Ls, unit economics, and operational drivers
Advanced Excel skills, including building and managing financial models
Experience operating in a structured, performance-driven finance setting

Preferred Background & Skills

Experience supporting multi-unit restaurants, hospitality, retail, or consumer businesses
Familiarity with ERP/Accounting systems like Microsoft Dynamics or similar
Exposure to restaurant reporting platforms (e.g., Sequel), POS systems (R365, Aloha), and BI tools (Adaptive Insights, Planful, Anaplan, Power BI, Tableau)
Ability to consolidate and analyze data from multiple sources
Strong communication skills to present financial concepts to non-financial leaders

Day-to-Day Responsibilities

Lead the annual budgeting and rolling forecast process, aligning projections with operational realities
Build and maintain detailed financial models tied to sales, labor, food costs, and all controllable expenses
Prepare and deliver weekly and monthly financial reports, explaining performance variances and key trends
Monitor KPIs such as sales, labor, margins, prime costs, and unit profitability across the organization
Serve as a financial thought partner to the CFO and executive team, offering insights and scenario analysis
Ensure accuracy and consistency of data across accounting, POS, and labor reporting platforms
Drive process improvements in FP&A, reporting structure, and financial discipline throughout the company

Role Outlook

If you are motivated to provide leadership with actionable financial insights and help shape the growth trajectory of a thriving multi-unit hospitality organization, this opportunity offers the influence and responsibility you seek.

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5mo ago

Sr. Finance Analyst

SiteOne Landscape Supply Roswell, GA

Roswell, GA

5mo ago Closed

Full time Senior Analyst Budgeting & Forecasting

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Position Overview

SiteOne Landscape Supply stands as the largest national distributor of landscaping products across the United States and Canada. As a premier wholesale supplier for green industry professionals, we support those who design, build, and maintain outdoor spaces—from lawns and gardens to golf courses and sport fields. We pride ourselves on knowing our customers and their business, offering a one-stop shop with a broad inventory covering irrigation, lighting, turf and landscape maintenance, hardscapes, nursery, and pest control supplies. At SiteOne, we are dedicated to delivering an outstanding customer experience and backing our associates through development programs, benefits, and perks aligned with our vision to “Be a Great Place to Work for Our Associates.” We foster a culture of safety, teamwork, and continuous improvement. With over 800 locations and ongoing expansion, now is the perfect time to join SiteOne and Grow Stronger Together™!

Location: Roswell, GA 30076. This role operates on a hybrid model, requiring on-site presence at our Roswell office two times per week.

What you’ll do

Support the annual budget process as well as the monthly and quarterly forecast cycles for supply chain, category management, and key growth initiatives.
Build and maintain FP&A reporting for the responsible areas of the business using the Planful platform.
Analyze financial data to identify key drivers of cost reduction or overspend and propose options based on findings.
Drive and develop effective monthly and quarterly forecasting and reporting processes for project- and activity-level financials.
Act as the finance business partner (voice of finance) to Field Support teams.
Prepare presentation materials for the Executive Leadership Team and other formal financial materials; assist the Director and business partners in the “story telling” of the financial data.
Perform ad hoc analyses to evaluate cost optimization opportunities and scenario planning.
Assist in maintaining new long-range strategic planning and forecasting processes.
Typically faces situations that are unstructured and require original and disciplined approaches.
Typically requires highly developed interpersonal skills for dealing with sensitive situations.

What we are seeking

Education/Experience

Bachelor's degree in finance, accounting, or related field.
Minimum 2-5 years of experience in a financial role.
Experience with Microsoft Dynamics AX, Planful, or similar scale ERP and reporting platforms.
Advanced Microsoft Excel experience.

Skills & Knowledge

Business Partner — Demonstrated ability to understand the issues facing a business and successfully collaborate with business leaders on the development of plans and actions to effectively manage the business.
Time Management — Demonstrated ability to prioritize and complete activities while under pressure to meet tight deadlines.
Self-Starter and Leadership — Ability to work independently, bring forward new ideas, lead and drive discussions and resolutions.
Communication — Demonstrated ability to effectively communicate verbally and in writing to various audiences.
Financial Acumen — Demonstrated ability to understand the impact of movements in revenue, cost, and balance sheet items on the P&L and cash flow.
Flexible Team-Focused — Demonstrated ability to participate and contribute as a member of a cross-functional team; enjoys and sees the benefit of “wearing many hats.”
Modeling — Demonstrated abi

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6mo ago

Financial Analyst

Vaco by Highspring Raleigh, NC 🇺🇸 Remote

Raleigh, NC

6mo ago Closed

$65k - $90k/yr Full time Adaptive Planning Analyst Analytics

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Overview

Vaco by Highspring is seeking a Financial Analyst for a growing, private-equity-backed SaaS organization. This position is fully remote, with a preference for candidates in the Raleigh-Durham area. The role offers meaningful involvement in forecasting, budgeting, financial modeling, and cross-functional decision support as the company continues to scale. It is well suited for an early-career analyst (roughly 1–5 years of experience) who is highly analytical, quick to adapt, and comfortable working independently in a fast-paced environment. The most important traits for success are strong problem-solving capabilities, intellectual curiosity, and exceptional Excel skills.

What Success Looks Like

Highly analytical and capable of thinking on your feet
Curious about and motivated to deeply understand how a SaaS business operates
Willing to own the process from problem definition to final recommendations
Able to clearly communicate insights to non-finance stakeholders
Collaborative, low-ego, and proactive in a remote environment

Role Highlights

Mostly remote role with direct impact on company-wide planning and decision-making
Exposure to senior finance leadership and high-visibility projects
Opportunities to gain broad FP&A experience early in your career
High level of autonomy and trust to own your work
Supportive, collaborative team culture with strong mentorship
Hands-on exposure to modern ERP and FP&A/planning tools

Key Responsibilities

Support annual budgeting, forecasting, and periodic reforecasting across revenue, headcount, and operating expenses
Build, maintain, and improve financial models (P&L, SaaS metrics, cohort analysis, unit economics, scenarios)
Analyze revenue trends, operating expenses, and key SaaS KPIs (e.g., ARR, retention, LTV/CAC) and translate findings into actionable insights
Prepare monthly and quarterly financial reporting packages, including variance analysis versus budget, forecast, and prior periods
Partner cross-functionally with Sales, Marketing, Customer Success, Operations, and Product on financial questions and investment decisions
Support the development and maintenance of dashboards and reporting across Excel/Sheets, ERP, CRM, and FP&A tools
Assist with ad hoc analysis and special projects related to pricing, new initiatives, resource allocation, and scenario planning
Contribute to continuous improvement of financial processes, reporting quality, and automation
Support FP&A systems and planning tools, helping structure models, maintain data integrity, and enable business users

Qualifications

Bachelor’s degree in Finance, Accounting, Economics, or a related field
1–5 years of experience in financial analysis, FP&A, corporate finance, or a similarly analytical accounting role
Advanced Excel or Google Sheets skills (financial modeling, complex formulas, pivot tables, scenario analysis)
Strong analytical and problem-solving abilities with meticulous attention to detail
Ability to work independently, manage multiple priorities, and handle ambiguity
Clear written and verbal communication skills
High ownership mindset, intellectual curiosity, and comfort building structure from scratch

Nice to Have

Experience in a SaaS or subscription-based business
Exposure to FP&A or planning tools (e.g., Pigment, Anaplan, Adaptive, Planful, or similar)
Experience working with ERP and CRM systems (e.g., NetSuite, Salesforce, or similar)
Background in a private-equity-backed or high-growth environment
Familiarity with BI tools or basic SQL (not required)

Location

Remote in Raleigh, NC 27612; mostly remote with a preference for candidates located in the Raleigh-Durham area.

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