FP&A Solution Advisor

We continuously seek passionate individuals with strong FP&A expertise, high social skills and an entrepreneurial mindset who want to develop alongside us on our ongoing growth journey.

We are looking for an FP&A Solution Advisor – who wants to be part of an ambitious, winning & quickly growing team

Planacy is a young, fast-growing, and ambitious SaaS company in an exciting phase of expansion. We’ve developed a powerful platform that simplifies and streamlines data-driven financial planning, establishing Planacy as the leading best-of-breed platform for budgeting, forecasting and planning in Scandinavia.

As AI continues to transform the way finance teams work, we are committed to shaping the next generation of FP&A – combining intelligent technology, automation and human expertise to enable faster insights, better decisions and a more forward-looking finance function.

With over 200 customers, including Fjällräven, Netlight, Foodora, Marshall Industries and Castellum, we’ve demonstrated the value that our product can deliver. Now it's time to scale up!

As we continue to grow, we are looking to strengthen our Pre-sales team with an FP&A Solution Advisor who can combine financial expertise, business understanding and a passion for technology.

The FP&A expert in the sales process

About the role

As an FP&A Solution Advisor, you will play an important role throughout our sales process. You will act as the FP&A and Planacy specialist in customer dialogues, working closely with our Sales Executives to understand the customer's business, current processes and challenges – and translate them into relevant solutions in Planacy.

You will take a consultative role in discussions around budgeting, forecasting, financial planning and reporting, helping prospective customers understand how they can modernize and improve their FP&A processes with Planacy.

A key part of the role is preparing and delivering tailored demonstrations that show how Planacy can support the customer's financial and operational planning. In more complex sales processes, you will also lead the creation of customer-specific mock-ups, adapted to the prospect's business model, organization and FP&A processes.

As part of our Pre-sales team within the Commercial organization, you will work closely with Sales while also collaborating with colleagues across the company. You will become an important link between the customer's challenges and the possibilities within Planacy.

At Planacy you will be able to:

• Act as the FP&A and Planacy specialist in customer dialogues

• Advise prospective customers on their FP&A processes and how they can improve their way of working with Planacy

• Prepare and tailor Planacy demos for customer meetings

• Present and demonstrate Planacy to CFOs, Heads of Business Control, Business Controllers and other key stakeholders

• Lead the creation of customer-specific mock-ups

• Work closely with Sales and play an important role in complex sales processes

• Develop your expertise within both FP&A and modern financial planning technology

Our new FP&A Solution Advisor is…

• A curious and consultative problem solver with a strong business mindset
• Comfortable discussing FP&A processes with finance professionals and senior stakeholders
• Communicative and educational, with the ability to explain complex topics in a simple way
• Interested in technology and how systems can improve financial processes
• A team player with good self-leadership skills
• Entrepreneurial, ambitious and comfortable taking initiative
• Structured and thorough, while being able to adapt to different customers and situations
• Fluent in both Swedish and English, in writing and speech

Background/Skills

You probably have at least a few years of experience from either FP&A, Business Control or Finance, or from a client-facing role within Pre-sales or Consulting, working with solutions within FP&A, ERP, BI or Performance Management.

Regardless of your background, you have a strong interest in understanding businesses and their financial processes, and enjoy combining business understanding, technology and customer interaction.

We believe you have one or several of:

• Experience from FP&A, Business Control or Finance, or from Presales or Consulting within FP&A, ERP, BI, Performance Management or similar solutions

• A good understanding of budgeting, forecasting, financial planning and reporting processes

• Experience working with financial systems, FP&A platforms, ERP, BI or similar technology

• Experience from a client-oriented or stakeholder-facing role

• A Bachelor's or Master's degree in Finance, Business, Engineering, Information Technology or a related field

• Fluent written and spoken English & Swedish

  Further, experience from pre-sales, consulting, system implementation or software demonstrations is meriting though not necessary. Most important is your ability to understand customer needs and financial processes, communicate how technology can support them, and create trust in customer dialogues.

We offer a flexible work environment and good employment conditions

At Planacy, all employees play a key role and have a significant impact on the product and the company’s development. We have a passion for what we do. We have fun together and celebrate our success with sparkling wine, Friday burgers and a well-stocked bar – as well as with a week-long annual Take Off to a pleasant destination (usually in southern Europe).

We are convinced that if the team that makes our success possible continuously evolves and are happy and healthy, the success will be all the greater. We therefore offer a high level of trust and we value commitment and a high level of responsibility.

We also offer:

• Office-first, with flexibility
• Both fixed and variable salary
• 6 weeks of vacation ‍️
• A strong pension plan
• Comprehensive health insurance & preventive care
• Annually one week team Take Off
• Additional benefits - including social activities, office perks and other employee benefits.

The role is based at our new office in central Stockholm but we offer a lot of freedom under responsibility – we love the atmosphere in our office but some remote work is possible.

Of course you should be part of Team Planacy's growth-journey as our next FP&A Solution Advisor!