Supports and implements Planful FP&A and consolidation modules, including workflow modeling, automation, technical design, testing, documentation, maintenance, reporting, user access, training, and business-as-usual support. Collaborates with stakeholders to improve financial planning processes, troubleshoot issues, and maintain a positive user support experience. The role also applies analytical, problem-solving, and basic project management skills while working with ERP and automation tools.
Company Overview
Join us on our mission to elevate customer experiences for people around the world. As a member of the Everise family, you will be part of a global experience company that believes in being people-first, celebrating diversity and incubating innovation. Our dedication to our purpose and people is being recognized by our employees and the industry. Our 4.6/5 rating on Glassdoor and our shiny, growing wall of Best Place to Work awards is a testament to our investment in our culture. Through the power of diversity, we celebrate all cultures for their uniqueness and strengths. With 13 centers around the world and a robust work at home program, we believe great things happen when we work with people who think differently from us. Find a job you’ll love today!
Position Purpose:
Lead, drive and work on automating manual/assigned processes in FPA using Planful bringing efficiency in FPA Vertical.
Support any technical or functional requirement in Planful tool. Dynamic planning, Structured planning, Reports & Dashboards, Workforce modules and Maintenance of tool
Principle Accountabilities
- Implement Planful modules technically – FP&A & Consolidation
- Work collaboratively with team members and stakeholders to ensure successful implementations and adoption of Planful
- Share best practices in Planful (for all planning modules eg: Dynamic planning etc) so that robust design can be implemented for FP&A – Revenue Forecasting & Consolidation modules.
- Create workflows/models in Planful as per process design requirements in Project phase
- Perform technical and functional designs and unit test automation processes
- Create and maintain technical documentation for deployed solutions
- Train Everise users for modules Implemented in Planful.
- Perform maintenance related activities eg: create scenarios, update DLRs as required, update any rollover period or reporting activities, update User accesses in alignment with Process Super Admins and al technical requirement to ensure no process is hampered
- Support Everise team for any queries in BAU for Implemented modules
- Create a positive user support experience and build strong relationships through deep problem understanding, ensuring timely resolution or escalation, communicating promptly on progress, and handling customers with a consummately professional attitude
Attributes & Attitude
- A Proactive & Self driven
- Expand responsibilities to Process and not be limited to technical process of automation
- Strong analytical and problem-solving skills with the ability to think outside the box
- Collaborative and team-oriented with excellent communication skills.
- Exploring better ways of automating and deploying tools
- Fast Learner – Upgrading to new technologies/versions every 6 months
Knowledge
- Candidate must possess a Bachelor's/College Degree in Engineering
- Experience in Implementing & supporting Planful technically
- Should have experience or working knowledge in Netsuite oracle ERP.
- Good to have additional experience in any of the tools like - Python, Ms Office suite (Power Automate, SQL, Power Query), PowerBi, RPA
- Have executed atleast 5,6 transformation products with full development cycle experience. In Planful also.
- Basic Project management understanding – to work in Project life cycle environment.
- Ability to analyse challenging technical issues and develop new solutions in a timely and accurate manner
- Good analytical and troubleshooting skills. Ability to think logically and be able to make correct decisions relative to fixing operational problems
If you’ve got the skills to succeed and the motivation to make it happen, we look forward to hearing from you.
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