Sr. Accountant

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

We are seeking a Senior Accountant to become a pivotal part of our corporate accounting team at our high-growth, fast-paced company. This role presents significant leadership opportunities, including mentoring junior staff and acting as the right-hand person to the Senior Accounting and Payroll Manager. The successful candidate will be instrumental in driving the efficiency and accuracy of our financial accounting processes and will play a key role in internal financial affairs. This dynamic environment offers ample opportunities for professional growth and learning, ideal for those eager to advance their careers in a rapidly evolving setting.

What You'll Do

Regional Financial Close Leadership: Oversee and ensure the timely and accurate completion of monthly financial closes for the US, Canada, and Australia, in strict accordance with GAAP. Journal Entry and Reconciliation Management: Review and approve journal entries and balance sheet reconciliations, upholding the highest standards of accuracy and compliance. Technical Accounting: Conduct technical accounting research and contribute to the development and management of accounting policies and procedures documentation. Accounts Payable Oversight: Analyze accounts payable aging, manage weekly payment runs, and oversee AP invoice approvals to maintain financial integrity. Global Tracking System Oversight: Administer FloQast, our comprehensive tracking system for all month-end reporting tasks and balance sheet reconciliations. Cash Forecasting: Assist in preparing detailed global cash forecasts by country using the direct method, to enhance financial planning and analysis. Financial Analysis Collaboration: Collaborate with FP&A and various business units to provide in-depth financial analysis and support, driving informed business decisions. NetSuite Super User: Act as the vital link between NetSuite administrators and daily users, handling critical tasks such as currency revaluation, intercompany eliminations, and month-end close procedures. Also responsible for managing the chart of accounts and creating training materials and advanced reports for the global team. Financial Reporting: Support the preparation of annual financial statements, complete with comprehensive footnotes and disclosures. Annual Audit Support: Assist with the annual audit by coordinating tasks with auditors and ensuring all documentation is complete and accurate. Mentorship and Training: Offer ongoing guidance and training to junior team members, ensuring strict adherence to internal controls and best practices, and fostering their personal and professional growth.

What You'll Bring

Bachelor's degree in Accounting CPA License 4+ years of relevant Accounting experience. Preference for candidates with a blend of industry and public accounting experience. Understanding of US GAAP and methodologies for technical research. Located in Austin, Texas – ability to be in office on Thursdays.

Knowledge, Skills, & Abilities

Strong analytical, creativity, problem solving, time-management, and planning skills. Strong Microsoft Excel expertise and solid Microsoft Word, Outlook, and PowerPoint skills. Intermediate technical and/or system knowledge of ERP systems such as NetSuite or similar accounting software. Must have the ability to communicate effectively, verbally and in writing, with internal staff and management. Must be able to demonstrate practical problem solving and trouble shooting skills.

Whether you have some, or all of these, we want to hear from you if you believe your background and experience might be a fit!

Benefits At Planview

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.

Now is a great time to join our team. If you are looking for a place to grow your career, innovate with best-in-class solutions, and build the future of connected work, Planview is the right place for you!

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 .