Product Manager

About Us

Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful empowers finance, accounting, and business users to plan confidently, close faster, and report accurately. More than 1,500 customers, including 23andMe, Bose, Boston Red Sox, Five Guys, and Zappos, rely on Planful to accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company backed by Vector Capital, a leading global private equity firm. Learn more at planful.com.

About the Role

We’re reimagining the future of FP&A and are looking for a Senior Product Manager to help drive this transformation. This is a unique opportunity to take an established product and modernize it—leveraging new technologies, fresh thinking, and deep customer insights to create an innovative, high-impact solution that extends beyond traditional FP&A use cases. In this role, you’ll operate in a fast-paced, agile environment, working cross-functionally to evolve our product into a more flexible, intuitive, and scalable platform. If you’re passionate about transforming products into cutting-edge solutions that drive strategic decision-making across organizations, this is your chance to make a meaningful impact.

Requirements

• Proven experience (5+ years) in FP&A and/or financial performance management as a Professional Services Consultant, and/or Product Manager with direct practitioner experience preferred.
• CPA/CA or equivalent industry experience
• Excellent analytical skills, with the ability to analyze market trends, customer needs, and competitive landscape to inform product strategy.
• Demonstrated ability to lead cross-functional teams, prioritize initiatives, and drive product development from concept to launch.
• Familiarity with data analytics, business intelligence tools, and other planning software is a plus.
• Strong communication and collaboration skills, with the ability to effectively communicate product vision, requirements, and priorities to stakeholders.
• Entrepreneurial mindset with a passion for innovation, creativity, and solving customer problems.
• Ability to thrive in a fast-paced, dynamic environment and adapt to changing market conditions.

What You Bring to the Table

• Creative Problem-Solving – You can think outside the box to tackle complex challenges, whether it’s identifying patterns, drawing inspiration from other spaces, or addressing evolving customer needs.
• Excel & Financial Modeling Expertise – You’re highly proficient in Excel and are comfortable creating and understanding advanced formulas, pivot tables, etc., You know how finance teams use spreadsheets for financial planning and modeling.
• Growth Mindset & Adaptability – You thrive in fast-paced, evolving environments, embrace challenges as opportunities to learn, and continuously seek ways to improve both the product and yourself.
• Customer Empathy & Market Insight – You can identify customer pain points, analyze market trends, and translate insights into impactful product features that drive business value.
• Product Strategy & Execution – You can define and execute a product vision and roadmap, balancing immediate customer needs with long-term innovation.
• User Experience & Usability Focus – You understand great UX and have the ability to collaborate with designers to create modern, intuitive, and scalable experiences that drive customer delight and adoption.
• Communication & Stakeholder Management – You have excellent written and verbal communication skills with the ability to influence executives, internal teams, and external stakeholders.

Why Planful 

Planful exists to enrich the world by helping our customers and our people achieve peak performance. To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:

• 2 volunteer days per year, Birthday PTO, and quarterly company Wellness Days
• 3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave
• Annual Planful Palooza, our in-person, company-wide culture kickoff held in cities like San Diego, Denver, Austin, and most recently Palm Beach
• Team-specific off-sites in cities like New York, Sonoma, or our brand new HQ based in downtown San Francisco 
• Remote first culture with benefits such as home office setup, and monthly wifi and cell phone reimbursements 
• Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs
• Employee Resource Groups such as Women of Planful, LatinX at Planful, Parents of Planful, and many more. We encourage our teammates to bring their authentic selves to the team, and have full support in creating new ERGs & communities along the way

Pay Transparency Statement 

At Planful our top priority is to support our employees and ensure each individual has access to equal growth opportunities. Pay decisions take into consideration the individual's skillset, experience, knowledge, qualifications for the role, and specific work location. 

Our base salary band for this role is $135,000 - $145,000 USD per year. More details about our company benefits can be found here: https://planful.com/jobs/