Company Overview:

Planview is the global leader in work and resource management, helping over 4,500 customers—including 59 of the Fortune 100—turn ideas into impactful results. Their comprehensive solutions support strategic planning, portfolio and resource management, Agile delivery, and more. With a global presence and a remote-first culture, Planview’s team of 1400+ operates out of key locations including Austin, Bangalore, Stockholm, and Vancouver.

The Opportunity:

Planview is seeking a Financial Analyst – Workday Adaptive Specialist to join the Finance and Accounting team in India. This role is ideal for a tech-savvy finance professional with a strong background in financial planning, analytics, and enterprise tools like Workday Adaptive Planning. You’ll be a key contributor in streamlining financial processes and delivering meaningful insights to support data-driven decision making.

What You'll Do:

• Prepare financial reports, forecasts, and budgets in collaboration with internal teams.
• Conduct variance analysis between actual and forecasted performance.
• Organize and analyze financial data from systems like NetSuite and Salesforce.
• Identify process improvement opportunities and automate financial workflows using Adaptive Planning.
• Support the FP&A team with ad-hoc modeling and analysis.
• Assist in the design and maintenance of financial models and presentations.
• Perform regular audits, data validation, and reconciliations to ensure accuracy.
• Create and maintain dashboards, dynamic reports, and visualizations in Adaptive Planning.

Key Technical Skills:

Workday Adaptive Planning, Excel (Advanced), SQL, Financial Modeling, Forecasting, Data Analysis, NetSuite, Salesforce

Requirements:

• Bachelor’s degree in Finance, Accounting, or Information Technology.
• 2+ years of relevant experience, ideally within the software or finance industry.
• Strong collaboration skills with experience partnering across FP&A and business teams.
• Hands-on expertise in Workday Adaptive Planning (formulas, models, reports).
• Knowledge of financial planning structures (hierarchies, attributes, dimensions).
• Problem-solving mindset and ability to troubleshoot systems-related issues.
• Advanced Excel skills, including financial modeling and data interpretation.
• SQL knowledge is a plus.
• Strong attention to detail and organizational skills.
• A growth mindset and eagerness to learn in a fast-paced environment.

Benefits at Planview:

• Unplugged Days: 4 paid days off company-wide for everyone to recharge.
• Generous PTO and region-specific benefits including parental leave, medical, and wellness support.
• Remote work support and flexible working hours.
• Volunteer leave through Force for Good Week.
• Referral bonuses, hybrid team lunches, and regular social events.

Why Planview?

This is your chance to join a people-first, purpose-driven company that’s building the future of connected work. If you’re looking for an inclusive environment to grow, innovate, and make a real impact, Planview is the place for you.