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
Planful is looking for a Sr. Revenue Accountant to play a key role in all aspects of the order-to-cash accounting function. As the ideal candidate, you have a solid understanding of ASC 606 to determine revenue treatment for complex contracts, experience collaborating cross-functionally, and the ability to maintain scalable revenue processes. You are highly motivated, organized, detail oriented and can thrive in a growing and dynamic environment by easily adapting to change.
Requirements:
- 4+ years of progressive accounting experience, including revenue accounting in a SaaS/subscription environment (or similar recurring revenue model).
- Strong working knowledge of ASC 606 with experience applying guidance to non-standard/complex contracts.
- Experience owning close deliverables: reconciliations, journal entries, tie-outs, and flux/variance analysis.
- High proficiency in Excel/Google Sheets (pivot tables, lookups, large data sets); comfort working with systems and data.
- Strong communication skills—able to explain accounting conclusions to non-accounting stakeholders and document positions clearly.
- Detail-oriented with strong judgment, ownership mentality, and ability to manage multiple priorities in a fast-paced environment.
- CPA (active or in progress) preferred.
- Experience with common quote-to-cash tools (CRM/CPQ, billing platforms, revenue automation/subledger) and ERPs preferred.
- Experience supporting audits and operating within a controlled environment preferred.
- Report on weekly/monthly/quarterly sales results.
Responsibilities
- Validate and review contract sales orders and invoices to ensure proper revenue recognition and deferred revenue for all subscription and service revenue streams.
- Understand the quote-to-cash processes including systems logics and the downstream impacts.
- Perform monthly and quarterly close tasks, including balance sheet reconciliations and various flux analysis across all revenue and accounts receivable-related accounts
- Assist with company collections processes and work cross-functionally to resolve disputes and credit adjustments.
- Understand and analyze the accounting impact of complex revenue contracts and ensure that revenue is recorded in compliance with Company’s revenue recognition policy and ASC 606.
- Partner and work cross functionally with other business groups (Sales Operations, Customer Success, FP&A, Treasury, Business Technologies teams) to assist with key initiatives and improvements.
- Assist with year-end external financial audits.
- Support compliance with internal requirements and revenue accounting processes and procedures with a focus on continuous improvements.
- Support revenue team on ad-hoc analysis, projects and system implementations.
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:
- Volunteer days, Birthday PTO, and company-wide Wellness Days
- Supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave
- Team off-sites in exciting destinations like New York, Sonoma, Nashville, Palm Springs, and our San Francisco headquarters
- Office hubs in San Francisco, Toronto, and London. We also offer benefits such as home office setup, and monthly wifi and cell phone reimbursements for remote employees
- Join Employee Resource Groups like Women of Planful, Parents of Planful, and more. We celebrate individuality and encourage teammates to bring their authentic selves to work - with full support for creating new ERGs and communities along the way
- Participate in People Programs that foster connection and wellbeing, such as Movember, Summer Wellness, Breast Cancer Awareness Month, and Hispanic Heritage Month
Pay Transparency Statement
At Planful, our top priority is supporting our employees and ensuring everyone has access to equal growth opportunities. Compensation decisions are based on each individual’s skills, experience, qualifications, and work location.
The base salary range for this role is $90,000 - $110,000 USD per year, depending on experience and location. This position is also eligible for bonus or commission. You can learn more about our benefits https://planful.com/jobs/.