PlanSource is a benefits administration software company headquartered in Orlando, Florida with offices in Salt Lake City, Utah and Bangalore, India. As part of the Vista Equity Partners portfolio of companies, we are working to reinvent the employee benefits administration landscape. Our talented employees benefit from this partnership through increased capital for strategic investments, access to exceptional toolkits, best practices and resources for success, and strong cultural and value alignment focused on talent development and growth.

Our software has helped stakeholders in the Benefits Administration space manage how benefits are bought, sold, managed, and consumed, and continues to transform the industry with innovative solutions. Nearly 7.5 million consumers receive their benefits through the PlanSource platform, which provides flexible and intuitive software and services for benefits administration.

PlanSource is looking for a highly motivated, organized, forward-thinking team member to join the Financial Planning and Analysis team as a Financial Analyst.

The Financial Analyst will be responsible for expense forecasting, analyzing financial results, elevating data capabilities, budgeting and management reporting. This position will report directly to the Director of Financial Planning and Analysis with exposure to executive level management. This role will be an individual contributor and will not have direct management responsibilities.

As a Financial Analyst , you will be tasked with the following:

• Working cross-functionally to provide quantitative and qualitative analysis of results monthly, quarterly and annually at a department, functional group and legal entity level.
• Consolidating and analyzing historical operational and financial information to produce accurate and reliable forecasts.
• Supporting preparation of Annual Operating Plan.
• Preparing management and Board of Director reporting packages.
• Improving and standardizing the processes for collecting, combining and validating the integrity of large data sets.
• Identifying and recommending process improvements that reduce workloads and reporting redundancies.
• Serving as a resource to team members and applicable stakeholders on ad-hoc financial analysis assignments and projects.
• Providing clear interpretation and presentation of financial data and analysis to stakeholders.
• Performing other duties as assigned by the Director FP&A, VP FP&A, CFO, or other members of the ELT.

• Bachelors degree in business, accounting, finance, economics, information systems or other related fields in quantitative or analytical discipline.
• Understanding of finance and GAAP accounting principles.
• Minimum 2 years of experience in data or business reporting.
• Familiarity with SaaS KPIs and cash forecasting.
• Proficient in querying large data sets, financial forecasting and presenting findings.
• Advanced knowledge of Microsoft Excel with an aptitude in systems and reporting for analysis.
• Experience with data visualization software (Power BI, Tableau, or similar).
• Experience with accounting and planning software (Adaptive Planning or similar).

Competencies:

• Proven analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.
• Proven ability to manage multiple tasks and projects simultaneously, to prioritize and meet deadlines.
• Intellectually curious; takes initiative to improve processes and tools.
• Effective communicator with strong interpersonal verbal and written skills.
• Strong Customer focus ensuring resolution of customer issues while striving to create the best experience for all stakeholders.
• Very discreet and capable of handling sensitive and confidential information.
• Delivers high-quality, accurate results on time without frequent supervision in a fast-paced environment.
• Follows through on commitments, establishes trust with business partners.
• Strong teamwork skills and able to coordinate across multiple business functions.

Preferred Experience:

• Prior ownership of corporate, driver-based financial models
• PE-owned high-growth experience; SaaS software industry or subscription management
• Project Management skills
• NetSuite, Adaptive Planning, Zone Advanced Billing, SFDC
• Experience with statistical, analytics and database software (SQL, SAS)

• Great benefits package, including a full suite of health benefits, a generous 401(k) Plan, unlimited PTO, paid parental leave, a strong rewards and recognition program, and a focus on mental health and well-being.
• An inclusive environment with Employee Resource Groups to join, volunteering days and the ability to donate to organizations of your choice through our recognition platform.
• The opportunity to work for a fast growing, established technology company, but work side-by-side with a small, dynamic team of talented professionals.
• Fast-paced environment with big goals and the opportunity to make a big impact.

Top five reasons to come to PlanSource:

#5: Join the Vista Family. In March 2019, Vista Equity Partners acquired PlanSource, marking a new phase of growth. Vistas portfolio of technology and software companies collectively make up the 4th largest software ecosystem in the world.

#4: PlanSource is highly rated with our customers. Be proud of our sophisticated cloud-based technology that meets the needs of even the most complex benefit programs.

#3: Success is rewarded. With more than just a pat on the back, your success is recognized and rewarded. We take care of our employees in every way we can, with comprehensive benefits, employee recognition, and a commitment to wellbeing.

#2: You can grow and develop professionally. PlanSource has a great track record of internal promotions within the company and offering development plans and tracks to pursue your personal and professional goals.

#1: Share our values. Be part of a team that values diversity and representation at all levels of the organization. Be part of a team that gives back to local communities and is actively aware of their social and environmental impact.

PlanSource is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. Our employees are the most valuable assets we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and companys achievement as well.

We celebrate and support our employees diversity in age, color, disability, ethnicity, cultural beliefs, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status and other characteristics that make our employees unique.