Financial Analyst
Planview
Accounting & Finance, IT
Austin, TX, USA
Posted on Mar 6, 2026
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 planview.com, and connect with us on LinkedIn, Instagram, and Twitter.
The Opportunity
Join our finance team in Austin, TX (hybrid) where your analysis directly influences real business decisions. As a Financial Analyst, your work — from modeling business scenarios to tracking performance metrics — will be used by leaders to guide strategy, prioritize investments, and improve operational outcomes. This role offers a unique opportunity to learn how a modern software business operates while contributing meaningful insights early in your career.
You’ll work on a variety of projects at once, building strong analytical and problem-solving skills while gaining exposure to cross-functional teams and business leaders. You’ll be deeply embedded in the business, partnering with stakeholders to understand performance drivers, support planning processes, and translate data into actionable recommendations.
This role is designed for someone who is intellectually curious, detail-oriented, and motivated to grow. You’ll develop hands-on experience with forecasting, reporting, modeling, and process improvement while learning how finance serves as a strategic advisor to the business. Over time, you’ll build the foundation to evolve from analyst to trusted partner — someone who not only reports results, but helps shape them.
What You'll Do
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:
Equal Employment Opportunity at Planview
Planview is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity or Veteran status.
As part of our efforts to build a diverse workforce, 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 recruitment@planview.com.
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 planview.com, and connect with us on LinkedIn, Instagram, and Twitter.
The Opportunity
Join our finance team in Austin, TX (hybrid) where your analysis directly influences real business decisions. As a Financial Analyst, your work — from modeling business scenarios to tracking performance metrics — will be used by leaders to guide strategy, prioritize investments, and improve operational outcomes. This role offers a unique opportunity to learn how a modern software business operates while contributing meaningful insights early in your career.
You’ll work on a variety of projects at once, building strong analytical and problem-solving skills while gaining exposure to cross-functional teams and business leaders. You’ll be deeply embedded in the business, partnering with stakeholders to understand performance drivers, support planning processes, and translate data into actionable recommendations.
This role is designed for someone who is intellectually curious, detail-oriented, and motivated to grow. You’ll develop hands-on experience with forecasting, reporting, modeling, and process improvement while learning how finance serves as a strategic advisor to the business. Over time, you’ll build the foundation to evolve from analyst to trusted partner — someone who not only reports results, but helps shape them.
What You'll Do
- Support core FP&A processes including annual planning, monthly forecasts, and long-range modeling.
- Perform variance analysis against plan, forecast, and prior periods and clearly explain business drivers.
- Build and maintain financial models to support forecasting, scenario analysis, and decision making.
- Partner with business leaders to track performance, understand drivers, and support informed decision making.
- Assist in evaluating investments, initiatives, and tradeoffs using ROI-focused analysis.
- Translate financial and operational data into clear insights and recommendations
- Prepare recurring management reporting, KPI dashboards, and executive/Board materials.
- Analyze business performance using financial and non-financial metrics (headcount, bookings, utilization, etc.).
- Deliver ad-hoc analyses to support strategic and operational priorities.
- Support process improvement initiatives that increase automation, accuracy, and scalability of financial reporting.
- Collaborate cross-functionally with Accounting, Business Operations, and Data teams to improve data integrity and reporting efficiency.
- Help standardize reporting frameworks and analytical approaches across the organization.
- Collaborate with Corporate FP&A, Strategic Finance, and Corporate Development in determining the strategic direction of all internal workflows and use cases for AI within the business.
- Bachelor’s degree in Finance, Accounting, Economics, or related analytical field.
- 2–4 years of experience in FP&A, finance, consulting, or analytical role.
- Strong financial modeling and Excel skills.
- Solid understanding of financial statements and core accounting concepts.
- Ability to synthesize complex data into clear business insights.
- Strong communication skills and ability to partner cross-functionally.
- High attention to detail, ownership mindset, and strong organizational skills.
- Experience with automation languages or tools (e.g., SQL, Python, other).
- Exposure to AI-assisted workflows in analytics or reporting contexts.
- Experience with data pipelines and transformation logic.
- Ability to turn complex finance processes into clear logic maps and automation blueprints.
- Deep understanding of planning constructs, scenarios, hierarchies, metric definitions, and model governance.
- Experience working with system of record data models; comfortable specifying requirements for cross-system flows.
- Knowledge of how to trigger, schedule, and manage automated workflows.
- Understanding of where AI can speed insight and where human review must remain.
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.
Equal Employment Opportunity at Planview
Planview is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity or Veteran status.
As part of our efforts to build a diverse workforce, 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 recruitment@planview.com.