Assistant Planful Analyst

Everise India BPO Services; Mohali; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Everise India BPO Services is seeking a skilled specialist to drive Planful automation within the FPA vertical. You will implement Planful modules, design workflows, and support dashboards and reports to enhance financial planning processes.

The role requires hands-on technical delivery, collaboration with stakeholders, and training of users on the platform. Prior NetSuite ERP exposure and BI tooling are advantageous.

Qualifications

• Bachelor's degree in Engineering or related field.
• Experience implementing Planful technically.
• Working knowledge of Netsuite ERP is preferred.
• Proficiency in Python, Power Automate, SQL and Power BI is desirable.
• Experience delivering transformation projects through full development cycles.

Responsibilities

• Implement Planful modules technically for FPA Consolidation.
• Collaborate with team members and stakeholders to ensure successful implementations.
• Share Planful best practices to enable robust design for revenue forecasting.
• Create workflows/models in Planful aligned with process design requirements.
• Perform technical designs and unit test automation processes.
• Create and maintain technical documentation for deployed solutions.
• Train Everise users on the implemented Planful modules.
• Maintain scenarios, DLRS, rollover periods and reporting activities as required.
• Provide BAU support and resolve queries with a professional approach.

Skills

Analytical skills

Problem-solving

Communication skills

Team collaboration

Education

Bachelor's degree in Engineering

Tools

Python

Power Automate

SQL

Power Query

Power BI

RPA

Job description

Company Overview

Join us on our mission to elevate customer experiences for people around the world. As a member of the Everise family, you will be part of a global experience company that believes in being people-first, celebrating diversity and incubating innovation. Our dedication to our purpose and people is being recognized by our employees and the industry. Our 4.6/5 rating on Glassdoor and our shiny, growing wall of Best Place to Work awards is a testament to our investment in our culture. Through the power of diversity, we celebrate all cultures for their uniqueness and strengths. With 13 centers around the world and a robust work at home program, we believe great things happen when we work with people who think differently from us. Find a job you ll love today!

Position Purpose:

Lead, drive and work on automating manual/assigned processes in FPA using Planful bringing efficiency in FPA Vertical.

Support any technical or functional requirement in Planful tool. Dynamic planning, Structured planning, Reports Dashboards, Workforce modules and Maintenance of tool

Principle Accountabilities

• Implement Planful modules technically - FPA Consolidation
• Work collaboratively with team members and stakeholders to ensure successful implementations and adoption of Planful
• Share best practices in Planful (for all planning modules eg: Dynamic planning etc) so that robust design can be implemented for FPA - Revenue Forecasting Consolidation modules.
• Create workflows/models in Planful as per process design requirements in Project phase
• Perform technical and functional designs and unit test automation processes
• Create and maintain technical documentation for deployed solutions
• Train Everise users for modules Implemented in Planful.
• Perform maintenance related activities eg: create scenarios, update DLRs as required, update any rollover period or reporting activities, update User accesses in alignment with Process Super Admins and al technical requirement to ensure no process is hampered
• Support Everise team for any queries in BAU for Implemented modules
• Create a positive user support experience and build strong relationships through deep problem understanding, ensuring timely resolution or escalation, communicating promptly on progress, and handling customers with a consummately professional attitude

Attributes Attitude

• A Proactive Self driven
• Expand responsibilities to Process and not be limited to technical process of automation
• Strong analytical and problem-solving skills with the ability to think outside the box
• Collaborative and team-oriented with excellent communication skills.
• Exploring better ways of automating and deploying tools
• Fast Learner - Upgrading to new technologies/versions every 6 months

Knowledge

• Candidate must possess a Bachelors/College Degree in Engineering
• Experience in Implementing supporting Planful technically
• Should have experience or working knowledge in Netsuite oracle ERP.
• Good to have additional experience in any of the tools like - Python, Ms Office suite (Power Automate, SQL, Power Query), PowerBi, RPA
• Have executed atleast 5,6 transformation products with full development cycle experience. In Planful also.
• Basic Project management understanding - to work in Project life cycle environment.
• Ability to analyse challenging technical issues and develop new solutions in a timely and accurate manner
• Good analytical and troubleshooting skills. Ability to think logically and be able to make correct decisions relative to fixing operational problems

If you ve got the skills to succeed and the motivation to make it happen, we look forward to hearing from you.