Powerplan Corporation jobs - 11 jobs

CAREER OPPORTUNITY This role places you at the center of PowerPlan's commercial transformation, where presales, value engineering, and revenue strategy converge. You will build and scale a world-class presales function during a pivotal moment of company evolution. As the architect of PowerPlan's integrated technical and value engagement model, you'll shape how customers understand business impact, how the sales team competes, and how the company drives predictable revenue growth. This is a high-visibility, high-impact role with significant influence across the entire GTM organization. COMPANY PowerPlan provides mission-critical financial, accounting, and compliance solutions to asset-intensive industries, including utilities and energy. Our culture values collaboration, accountability, and continuous improvement, with a strong emphasis on technical depth and business impact. You'll join an organization committed to elevating customer value, modernizing GTM execution, and building scalable processes that strengthen both customer outcomes and company growth. Responsibilities KEY PERFORMANCE OBJECTIVES (First 12 Months) Define and Launch the Presales Operating Model (First 6-9 Months) Outcome: Establish a clear presales engagement model with defined coverage strategy, prioritization frameworks, cross-team touchpoints, and measurable KPIs tied to pipeline velocity, win rates, and SOW accuracy. Impact: Creates structure, predictability, and commercial rigor during a critical phase of company evolution. How: Partner with Sales, Services, Product, and RevOps to design workflows, implement metrics dashboards, and align processes to the seven-stage sales cycle. Build and Scale Value Engineering Methodologies Across the Presales Team (First 9-12 Months) Outcome: Develop standardized ROI models, business case templates, TCO calculators, and industry-specific value frameworks, achieving 100% team proficiency and consistent use across all active opportunities. Impact: Creates consistent, high-quality commercial narratives that increase deal size, strengthen negotiation leverage, and accelerate sales cycles. How: Build training programs, launch certification paths, formalize templates, conduct value workshops, and run quality reviews on all value engineering deliverables. Drive Win-Rate, Deal Size, and Sales Velocity Gains Through Integrated Presales Leadership (First 9-12 Months) Outcome: Increase win rates, expand average deal size, and shorten sales cycles by elevating the quality of presales engagement, value storytelling, and business case execution. Impact: Directly accelerates revenue growth and improves PowerPlan's competitive position in enterprise deals. How: Lead presales participation in strategic deals, strengthen cross-functional reviews, improve demo-to-value alignment, and build consistent deal coaching practices with Sales leadership. Build Strategic Partnerships with Product, Services, and Marketing to Enhance Market Differentiation (First 6-9 Months) Outcome: Influence product roadmap priorities, elevate value-based messaging, and improve implementation readiness through formalized collaboration with Product Management, Professional Services, and Marketing. Impact: Ensures PowerPlan's value story is aligned across the GTM engine, strengthens competitive differentiation, and improves the customer's end-to-end experience. How: Lead cross-functional workshops, create feedback loops based on deal insights, collaborate on competitive positioning assets, and ensure presales inputs shape roadmap and service offerings. Drive Financial Rigor and Value Realization in Strategic Accounts (First 9-12 Months) Outcome: Improve financial accuracy of business cases and partner with Customer Success to track realized value post-implementation, generating referenceable outcomes and strengthening renewal/expansion strategy. Impact: Enhances credibility with CFO-level buyers, supports long-term customer value realization, and creates a closed-loop value system from presales to post-sale. How: Create value realization frameworks, conduct periodic assessments with strategic accounts, collaborate with CS on outcome tracking, and refine business case models based on real-world results. Establish Scalable Presales Processes, Governance, and Quality Standards (First 6-12 Months) Outcome: Implement standardized presales processes, governance models, and quality controls that ensure consistent discovery, demos, scoping, and value deliverables across the entire team. Impact: Reduces variability in execution, increases predictability for Sales and Services, and ensures every opportunity receives high-quality presales engagement. How: Build process documentation, implement review cadences, formalize quality scorecards, and integrate standards into presales workflows and systems. Qualifications WHAT YOU BRING 10+ years of experience in presales, sales engineering, or solution consulting within enterprise software (required), with 3+ years managing high-performing teams (required). Deep expertise in discovery, demos, scoping, proposal development, and value engineering including ROI modeling, business case creation, and financial analysis. Ability to build and scale presales and value engineering methodologies, including training programs, certifications, and standardized frameworks. Proven experience improving win rates, deal size, sales velocity, and commercial precision through integrated presales leadership. Strong executive presence and ability to engage with CFOs, Controllers, CIOs, and other C-suite stakeholders on both technical and business topics. Demonstrated ability to drive cross-functional alignment with Sales, Product, Services, Marketing, Customer Success, and RevOps. Strong operational discipline, with experience building scalable processes, governance, playbooks, and quality-control mechanisms. Preferred, but not required: Industry knowledge in utilities, energy, or asset-intensive sectors, with understanding of regulatory accounting, financial systems, and industry buying drivers. Preferred, but not required: Previous exposure to Demo2win! methodology PowerPlan is an EOE Applicant Privacy Notice Please note that this is a hybrid role that involves a combination of onsite work from our corporate office as well as work from home. While we strive to accommodate flexible working arrangements when sensible, there will be times when onsite work is required. This could include scheduled office days, team meetings, client meetings, or special events.

For more than 30 years, PowerPlan has helped North American energy companies make the right financial decisions which improve lives and powers the world. Through our industry-leading expertise, innovative technology and vast experience listening to and working in tandem with our customers, PowerPlan software sets the standard that CFOs can count on. PowerPlan is looking for a Support Analyst in our Product Support team who will contribute to the on-going success of our customer experience. The Product Support team provides technical and functional expertise to ensure PowerPlan's customers reach their business goals with our software. You will play a critical role in ensuring customer satisfaction by triaging, prioritizing and troubleshooting, including periodically reviewing application code, to identify an appropriate resolution of the issue. You will be responsible for providing continual communication to the customer during the span of issue resolution and escalating to senior resources as needed to ensure a positive customer experience is delivered. As a Technical Senior Support Analyst, you will enhance your critical thinking, technical, troubleshooting and communication skills. Responsibilities Key Performance Objectives Resolve Customer Cases with Accuracy and Speed: Within 90 days of onboarding completion, independently resolve at least 80-85% of assigned support cases within defined SLAs. Maintain a personal queue with less than 5% overdue cases while achieving high accuracy and documentation standards. Debug Complex Application Issues: Analyze and resolve at least 1 complex customer issues per week that require code-level debugging (e.g., PowerBuilder, SQL, .NET, PLSQL). Submit detailed root cause analysis and resolution notes for all resolved issues. Deliver a Positive Customer Experience: Achieve a minimum customer satisfaction rating of 4.5+ based on follow-up surveys and feedback. Keep customers proactively informed during the resolution lifecycle for all active cases. Grow Subject Matter Expertise in Target Modules: Demonstrate a deep functional understanding of 1-2 prescribed PowerPlan products and utilize to resolve customer issues independently. Regularly contribute insights to internal knowledge base and assist peers with module-specific escalations. Demonstrate Technical Leadership: Write or update 5+ reusable knowledge base articles or scripts to improve team efficiency and self-service support. Mentor junior analysts and share techniques during team huddles or retrospectives. Support and Improve Team Processes: Participate in at least one team process improvement initiative per quarter (e.g., case triage optimization, tool enhancement). Provide feedback that leads to measurable time savings or increased resolution quality. Maintain Operational Flexibility: Support after-hours or on-call rotations without SLA breaches or customer escalations. Demonstrate adaptability by handling cross-module cases and working varied shifts as required. Qualifications Required Bachelor's in Computer Science, Information Technology, Engineering or a related subject matter field (Tax, Accounting) Excellent written and verbal communication skills Ability to analyze complex processes and identify root cause in a methodical manner Ability to collaborate and work as part of a team Ability to quickly establish oneself as a trusted advisor to PowerPlan's customers Understanding of system and network architecture, system platforms, system access, database design, SQL queries and network protocols Demonstrated ability to solve complex problems and possess high level of technical skills Ability to work alternate shift schedules and 24x7 on-call schedule as needed Skilled in MS Office Suite Must be authorized to work in the US Preferred Experience with key enterprise applications, including ERP, EAM, and CRM (e.g., SAP, Oracle, Maximo, PeopleSoft) Knowledge of financial accounting processes (General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Project Accounting, Close, Budget) Hands-on experience working on or with capital projects, capital budgets and fixed asset accounting, or business tax software Industry experience within utilities, energy markets, oil and gas, mining, transportation, natural resources, or telecom Experience using and/or implementing PowerPlan products Knowledge and experience with developing complex SQL queries Experience with Salesforce or similar support ticketing system Competencies are specific behaviors that relate to a set of skills and abilities that are critical for employees to be successful in this position. The competencies for this position are as follows: Accountability: Take responsibility and be accountable for own action; drives assigned tasks to completion or engages others appropriately. Provides timely updates for projects and tasks without being asked. Works effectively with some direction. Technical Ability and Critical Thinking: Display familiarity in the use of core software, applications or other technology used in role. Looks for opportunities to expand technical abilities for efficiency with day to day tasks. Research and analyze information and make recommendations based on relevant evidence. Identify ways to improve systems or processes which are used by the team. Communication: Write in a way that is logical and easy to follow. Clearly explain and present ideas and arguments. Communicate routine technical information clearly. Practice active listening consistently, particularly with customers. Uses email appropriately to provide information to others regarding support issues. Customer Skills: Support a culture of quality customer service in the organization. Demonstrate a thorough knowledge of the services provided and relay to customers. Keep customers informed of progress and seek feedback to ensure their needs are met. Show respect, courtesy and fairness when interacting with customers. Cooperate across work areas to improve outcomes for customers. Positive feedback is received from customer after interactions. PowerPlan is an EOE Applicant Privacy Notice Please note that this is a hybrid role that involves a combination of onsite work from our corporate office as well as work from home. While we strive to accommodate flexible working arrangements when sensible, there will be times when onsite work is required. This could include scheduled office days, team meetings, client meetings, or special events.

PowerPlan helps optimize the financial performance of our customers' assets by developing strategic solutions for complex problems. We are looking for a Senior Financial Analyst in our Corporate FP&A group that will act as a business partner to internal stakeholders, drive strategic analyses, and help deepen granularity in forecasting. We are looking for someone who can think strategically to successfully position PowerPlan for future growth, as well as tactically execute on financial analyses and forecasting. This person must be analytical, highly collaborative, possess an inquisitive spirit, and be able to balance multiple priorities. This person must also be able to quickly build credibility and perform ongoing analysis to provide visibility into operational and financial performance trends. This position will report to the Sr. Director, Finance and have visibility and interaction with the most senior leaders at PowerPlan, including the CFO. Responsibilities Key Performance Objectives Provide financial analysis and reporting: Assist the FP&A team on the monthly forecasting process using our cloud-based forecast modeling system (Vena). Leverage operational data from other sources where possible to support the key inputs in the model. Proactively identify, analyze and communicate trends and issues affecting the business. Drive cloud cost optimization across the organization: Analyze cloud and SaaS spend patterns to forecast monthly, quarterly and annual cloud/SaaS expenditures against budgeted targets and KPIs. Assist the FP&A and Accounting teams to allocate costs and report on gross margin by product Conduct ad hoc analyses: Conduct ad hoc analyses as needed to drive growth in the business. Analyze areas such as: pricing strategy, renewals, cost trends, and customer growth trends. Build re-useable analyses to assist the business, pricing calculators and other analyses. Build relationships and provide financial information to department heads: Meet with department heads (Sales, Marketing, R&D and G&A) monthly to discuss their financial results, including actual vs. plan and actual vs. forecast. Discuss the future forecast of their business and update the department forecast accordingly. Preparation of monthly/quarterly reporting packages: Assist FP&A team in preparation of monthly/quarterly reporting packages for the executive team, Board of Directors, and department heads. Assis in the analysis of the financial data, provide commentary on variances, and be able to explain any changes from previous months. Ensure accuracy of all financial results, analysis and forecasts. Coordinating and developing the annual budget: Support the annual budgeting process to develop three-year financial plan with multiple stress-tested scenarios, including coordinating with department heads, the FP&A team, and executive team to manage timelines and summarize progress. Qualifications Responsibilities Financial Planning and Budgeting: Participate in the annual budgeting process, working closely with department heads to develop accurate and achievable budgets aligned with strategic goals. Monitor and analyze budget-to-actual performance, identifying areas of concern and recommending appropriate actions to improve financial outcomes. Forecasting and Scenario Analysis: Develop financial forecasts and projections based on historical data, market trends, and operational insights to provide reliable estimates for decision-making. Conduct scenario analysis to assess the impact of various business scenarios on financial performance and assist in risk management. Financial Reporting and Analysis: Prepare and present regular financial reports, KPIs, and variance analysis to senior management and stakeholders, providing meaningful insights into financial performance. Collaborate with accounting teams to ensure accurate and timely financial statements and disclosures. Strategic Planning: Work closely with the executive team to contribute financial expertise to the strategic planning process, evaluating new business opportunities and potential investments. Process Improvement: Continuously improve financial planning processes and tools, streamlining workflows and enhancing the efficiency and accuracy of financial analysis. Cross-functional Collaboration: Collaborate with various departments, including Sales, Marketing, Operations, and Human Resources, to understand their financial needs and assist in optimizing resource allocation. Team Leadership: Supervise and mentor a team of financial analysts, providing guidance and support to enhance their skills and performance. Bachelor's degree in Finance, Accounting or similar. 3+ years of experience in financial analysis, planning, or modeling, preferably in Corporate FP&A or Big 4 (Transaction Advisory). Software/technology experience is a plus. Basic understanding of technical cloud infrastructure concepts Extensive knowledge of Excel with ability to create and analyze complex financial models. Proficient knowledge of KPIs and dashboards Experience compiling financial statements in accordance with GAAP. Proven ability to build and maintain relationships across an organization. Proven ability to manage priorities in a high paced environment with a strong attention to detail. Experience with Vena, SalesForce, AWS Cost Explorer, or Azure Cost Management a plus. PowerPlan is an EOE Applicant Privacy Notice Please note that this is a hybrid role that involves a combination of onsite work from our corporate office as well as work from home. While we strive to accommodate flexible working arrangements when sensible, there will be times when onsite work is required. This could include scheduled office days, team meetings, client meetings, or special events.

This role is a critical part of PowerPlan's Revenue Operations team, focused on strengthening the operational backbone of Customer Success. You will own the analytics, processes, and governance that ensure renewal accuracy, ARR integrity, and actionable customer health insights. This is an opportunity to bring financial rigor, operational clarity and insights to a space that directly impacts revenue predictability and customer retention. You'll collaborate with CS, Finance, and Sales leadership while building scalable systems and dashboards that replace manual work and elevate executive decision-making. COMPANY PowerPlan provides enterprise financial software solutions that help organizations manage complex accounting, tax, and asset management challenges. We serve leading companies across regulated industries, delivering tools that improve compliance, forecasting, and operational efficiency. Our culture values collaboration, innovation, and continuous improvement-making PowerPlan an exciting place to grow your career while driving measurable impact. Responsibilities KEY PERFORMANCE OBJECTIVES (First 12 Months) 1. Drive Renewal Data Accuracy & Forecasting Confidence (First 90 Days) Outcome: Achieve 100% accuracy in ARR and renewal data across Salesforce and Gainsight. Deliver consistent, audit-ready renewal reporting for MBRs and executive reviews. Impact: Reliable renewal data improves forecasting precision and supports revenue predictability for leadership. How: Conduct monthly ARR reviews, validate escalators and uplift calculations, and implement durable processes for renewal forecasting. Collaborate with Finance and CS leadership to maintain alignment and resolve discrepancies quickly. 2. Deliver Actionable Customer Health & Churn Insights (First 120 Days) Outcome: Build and maintain dashboards that accurately highlight churn risk, asset-at-risk, and renewal progression. Produce structured reporting on pushes/saves and summarize impact for forecast submissions. Impact: Enables leadership to proactively address churn risk and make informed renewal decisions, protecting revenue and customer relationships. How: Partner with CS leadership to refine Risk & Churn files, create Power BI dashboards, and ensure reporting consistency for MBRs and quarterly reviews. 3. Enhance NPS Program & Customer Feedback Framework (First 6 Months) Outcome: Improve the existing NPS process by reducing manual effort and leveraging Gainsight for automation and structured reporting. Ensure timely survey execution, accurate theme tagging, and actionable insights for leadership. Capture response trends, themes, and follow-up actions in dashboards that feed into quarterly planning and executive reviews. Impact: Strengthens customer advocacy programs and provides leadership with reliable sentiment data to improve satisfaction, retention, and renewal predictability. How: Audit the current NPS workflow, streamline manual steps, and configure Gainsight for automated sends, tagging, and reporting. Track close-the-loop activities and design dashboards that highlight trends and actions, ensuring visibility and accountability across CS. 4, Ensure Data Accuracy & Governance Across CS Systems (First 6 Months) Outcome: Achieve 100% accuracy for ARR, renewal, and CS-related data across Salesforce and Gainsight by implementing scalable governance processes and automations. Maintain audit-ready accuracy for all CS metrics and reporting. Impact: Reliable data integrity reduces operational risk, improves forecasting precision, and enables leadership to make confident decisions while supporting RevOps transformation initiatives. How: Audit existing data structures, define requirements for new fields and reporting, and collaborate with system admins to implement automations that replace manual work. Identify and resolve data gaps, design automated checks, and optimize workflows to ensure durable, repeatable processes. 5, Drive Forecasting Accuracy & Executive Reporting Excellence (First 6-9 Months) Outcome: Achieve 100% accuracy in renewal and churn reporting for executive reviews by consolidating CS insights into structured, repeatable artifacts. Ensure all reporting meets audit and forecasting requirements. Impact: Strengthens operational confidence and supports strategic planning by providing leadership with reliable, timely insights. How: Partner with Finance and Sales to align forecasting inputs, validate data integrity, and implement durable reporting processes that eliminate manual errors. Qualifications WHAT YOU BRING 2-5+ years in Customer Success Operations, FP&A, Revenue Operations, or Business Operations. Strong understanding of SaaS financial metrics (ARR, renewal math, uplifts, escalators, churn, saves). Experience with Salesforce reporting. Gainsight experience required; admin experience preferred.Ability to build dashboards (Power BI a plus). Comfort with AI tools and automation for insight generation and workflow scaling. Exceptional attention to detail and a track record of building repeatable processes. Confident communicator who can partner with CS, Sales, Finance, and Executives. Bias for action, improvement, and building for future scalability and needs. PowerPlan is an EOE Applicant Privacy Notice Please note that this is a hybrid role that involves a combination of onsite work from our corporate office as well as work from home. While we strive to accommodate flexible working arrangements when sensible, there will be times when onsite work is required. This could include scheduled office days, team meetings, client meetings, or special events.

The Information Developer II (Technical Writer) will design, develop, and deliver clear, concise, and effective documentation for PowerPlan's suite of software solutions. This individual will support product launches and empower both internal teams and external users by creating high-quality, accessible materials. Success in this role is measured by the impact documentation has on product understanding and user satisfaction. Responsibilities Key Performance Objectives Deliver Product Documentation for New Releases: Research, write, and publish end-user and technical documentation for all new product releases. Collaborate with Product Management, UX, Training, Engineering, and QA teams to gather technical information and user stories. Draft material should be delivered no later than 2 weeks after development has finished work on it in the sprint. Maintain and Enhance Existing Product Documentation: Conduct quarterly reviews of all published documentation for accuracy, completeness, and usability. Solicit feedback from stakeholders, prioritize updates based on impact and frequency of use. Complete all prioritized updates within 90 days of each review cycle. Develop and Maintain API Documentation: Collaborate closely with Engineering, Product Management, and QA teams to produce comprehensive, accurate, and user-friendly API documentation in accordance with OpenAPI standards. Ensure API documentation is updated in tandem with new API creation and enhancements, and is available at the time of product release. Conduct periodic reviews to confirm alignment with current API functionality and usability best practices, addressing stakeholder feedback within defined timelines. Success Metrics Documentation delivered on or ahead of release schedules Increased product adoption and positive customer feedback Uptake of new documentation tools and formats Qualifications Bachelor's degree or equivalent. 5+ years of experience as a Technical writer or related roles. Experience in API documentation (OpenAPI, Postman, Bruno). Experience in structured writing. Experience in documenting enterprise-level software applications/solutions. Process orientation and ability to analyze and design/build complex processes. Excellent, effective communication skills, including: Executive presence through verbal and non-verbal communication(confidence, poise, and authority) Clear and concise writing. Excellent organizational and time management skills. Detail-oriented and comfortable in a fast-paced environment where meeting deadlines will require perseverance. Skilled with Content Authoring Tools, with a preference for Madcap Flare experience. Experience working in an Agile Environment. Preferred Demonstrate the following bodies of knowledge: Industry/domain knowledge: Ability to apply industry knowledge in an area of domain specialty Examples of domains are account, tax and budgeting. Technical knowledge: Understanding of system and network architecture, system platforms, system access, database design, SQL queries and network protocols. AI knowledge: RAG, prompt engineering, context engineering. PowerPlan is an EOE Applicant Privacy Notice Please note that this is a hybrid role that involves a combination of onsite work from our corporate office as well as work from home. While we strive to accommodate flexible working arrangements when sensible, there will be times when onsite work is required. This could include scheduled office days, team meetings, client meetings, or special events.

A Sr. Project Manager is responsible for driving the overall success of moderately complex or larger projects, leading the PowerPlan and client project teams, while keeping the project on schedule, on budget and on time using the PowerMe tools and methodology. Challenges include scope creep, budget management in the face of technical issues, client expectations, risk management and issue resolution, proactive project budget management, the change order process and forecasting, and learning how to negotiate with clients with an understanding of the client's political environment. Responsibilities Knowledge and successful application of PowerMe tools and delivery methodology, PowerPlan policies and project related constraints. Successful execution of on time, on schedule, within scope and budget of moderately complex or larger sized projects. Creation of a moderately complex or larger sized project work schedule / plans and has managed project execution from the plan, start to finish. Maintains and logs written issues and risks in the risk/issue log that clearly describe the issue or risk and its impact. Creates weekly written status reports using PowerMe template that are both clearly written and accurate for internal and client readers. Initiates and manages critical, difficult or otherwise unwelcome conversations with the client. Creates, persuades customer acceptance of and marshals internally, moderately complex and/or larger sized change orders for scope expansion and budget management and / or next project Accurately and proactively forecast and manages multiple concurrent project budgets over the life of the projects Maintains moderately complex or larger sized project EACs accurately and synchronizes each to the project PSA records each week. Reports current forecasted financial outlooks from memory in internal meetings when asked. Completes weekly PSA record updates, approves time cards and expense reports before deadlines. Crafts clear and well written status notes describing the project risks, issues and next steps for PSA records. Regularly initiates and manages critical, difficult or otherwise unwelcome conversations with the client related to a project while maintaining the client relationship Regularly leads project status calls both internal (within team and cross-functionally) and client facing, including detailed status reporting, and issue resolution discussion to mutual agreement. Follows up with clearly written agreements and next steps. Achieved the PMI Project Management Professional certification exam Successfully manages multiple complex projects at once to completion Regularly negotiates moderately complex issues to resolution and customer acceptance of the proposed solution while maintaining the project scope and budget with customer. Takes responsibility for and accepts accountability for project financials and overall health of the project and team Escalates critical project issues to PowerPlan Manager and PowerPlan Senior Leadership team for support and assistance. Clearly and succinctly explains issues, the customer's position, and the impact on project financials, schedule or scope from memory in internal calls when asked. Qualifications Bachelor's degree in Business, Engineering, Computer Science or equivalent combination of education and relevant experience. Master's degree preferred. 5-8 years of enterprise project management experience in technical / software engagements. Project Management Professional Certification. Agile Project Management experience preferred. Excellent, effective communication skills, including: verbal, written, listening and presentation skills. ability to engage and successfully interact with the client and project team at all levels. Consulting and client/project team relationship-building skills. Strong technical background. Ability to establish oneself as a trusted advisor to client, project team and PowerPlan colleagues. Excellent organizational and time management skills. Why join us? PowerPlan is a great place to work. Our culture is one of excellence, innovation, empowerment, professionalism, and caring about our customers, communities, and employees. We have built an action-oriented culture of integrity and trust, creating a sense of team spirit at both the departmental and company-wide levels. At PowerPlan, we have great employees and know that they are critical to the company's success. Values we live by to achieve our success are: Customer Success Excellence Innovation & Empowerment Integrity & Professionalism Accountability Respect Teamwork Winning We are looking to add strong candidates that uphold the PowerPlan Professional Services values and are eager to grow and develop their careers with us. If you share these values and enjoy a work environment that is fast paced, hands on, and results oriented, then PowerPlan is the place for you. PowerPlan is an EOE Applicant Privacy Notice Please note that this is a hybrid role that involves a combination of onsite work from our corporate office as well as work from home. While we strive to accommodate flexible working arrangements when sensible, there will be times when onsite work is required. This could include scheduled office days, team meetings, client meetings, or special events.

An Architect in the Professional Services, Accounting organization is responsible for implementing PowerPlan's solutions to meet specific customer requirements. This position is expected to take on implementation projects of increasing challenge and complexity. Typically, the Architect will run the majority of design sessions, and in the case of the largest and most complex projects will defer to the guidance of a Solution Advisor. The Architect will be involved through a full project and is typically heaviest during design. They may hold the Solution Architect or Functional Lead project roles and will have a strong background in Utilities/Financial ERP software implementations for external clients. We would also consider candidates with ERP Accounting software implementation experience. Responsibilities Key Performance Objectives Project Leadership: Actively lead a project team (including clients, colleagues, other consultants, vendors, etc.) and complete tasks and activities in accordance with PowerPlan's methodology, adhering to project schedules and budgetary constraints. Provide early notice of any potential risks or issues with respect to adherence to project schedules or budgets. Consultative Skills: Contribute and share application and domain/industry expertise and functional knowledge, demonstrating advanced consultative skills. Assist the Project Manager in planning for future project phases, tasks, events, and resources. Design and Configuration: Lead the majority of design sessions and enable the functional lead role to stretch as a lead in some instances. Gather and analyze client requirements to determine the design of the to-be delivered solution, ensuring it is based on the approved requirements and per the SOW. Work closely with the Technical team members as appropriate. Develop specifications documents for report, interfaces, conversions, extensions, forms, and configurations. Responsible for ensuring a solid hand-off of design to the project team. Quality Assurance and Testing: Responsible for the quality assurance (QA) protocols for Professional Services solution design, development, and deployment. Define test plans and procedures, assist with the development of use and test cases, manage and, where appropriate, conduct unit, system, and integration testing from a quality assurance and support of project team perspective. Manage and support the client's User Acceptance Testing (UAT). Application Go-live and Cutover: Support application go-live and cutover, provide knowledge transfer to clients, and ensure the client staff are ready to operate the application upon go-live. Assist clients in transitioning the application to the client's production support team. Plan and execute effective hand-off to PowerPlan's Support organization. Identify client skill or knowledge gaps that might be addressed via PowerPlan's training organization and/or an enhanced support model. Cutover planning and support. Domain/Industry Expertise: Demonstrate and use application-wide domain/industry-specific expertise. Ensure other project team members are developing this expertise with guidance as well. Business Development: Assist in and lead the business development cycle activities by providing domain/industry subject matter expertise to potential clients and sales personnel. Qualifications Bachelor's degree in Business, Engineering, Computer Science or equivalent combination of education and relevant experience. 5-9 years' experience implementing enterprise software applications in a client-facing consulting role; preferably in a software consulting or IT type organization Experience in most phases of the implementation process (minimum of 3) Experience with utilizing a robust implementation methodology History of increasing responsibility or upward progression Experience leading project teams or direct reports. Able to track multiple independent work items simultaneously. Ability to establish oneself as a trusted advisor to client, project team and PowerPlan, Inc. colleagues. High level of collaboration skills, especially with co-workers or subject matter experts not in the same location Excellent, effective communication skills, including: verbal, written, listening and presentation skills ability to engage and successfully interact with the client and project team at all levels creating and delivering presentations for industry conferences Ability to document technical and functional requirements by partnering with business stakeholders and project team members. Ability to separate the technology ask from the business need. Consulting and client/project team relationship-building skills. Strong functional background and demonstrated relevant industry expertise Highly motivated self-starter. Excellent organizational and time management skills. Ability to adhere to a firm's methodology. Willingness to master new processes and standards rapidly and evolve current approaches to accommodate requirements without delay or loss of quality. Preferred Qualifications: Ability to translate complex technical requirements into common language. Experience with implementing key enterprise applications, including ERP, EAM and CRM Working knowledge of financial accounting processes (Planning, General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Project Accounting, Close, Budget, Tax, Physical Asset Management, Regulatory) for ERP implementations Interest in software and technology solutions. Examples include: Management information systems background. Prior coding classes or skills (C++, JAVA, Matlab, Python). Accounting or tax software acknowledgements. Ability to design, develop, maintain, and implement effective application software on multiple technical platforms using one or more families of languages: Java SE, JavaScript, SQL, web services (REST, XML, etc.). Understanding of system and network architecture, system platforms, system access, data models, database design, complex SQL queries, and network protocols. Experience with some of the advanced functions of Excel, including functions, macros, and pivot tables. Process orientation, and ability to analyze and design/build complex processes. Hands-on experience working on or with capital projects, capital budgets and fixed asset accounting, or business tax software. Industry experience within oil and gas, mining, transportation, natural resources, utilities, energy markets or telecom. Knowledge of test management software (e.g. qTest, HP ALM). 3 years SQL experience, or strong technical aptitude PowerPlan is an EOE Applicant Privacy Notice

What we do PowerPlan helps North American energy companies make the right financial decisions to manage their assets and run their businesses. We provide value through our industry-leading expertise, innovative technology, and vast experience. For more than 29 years, CFOs of the Energy companies have depended on PowerPlan to solve their most complex financial challenges. PowerPlan's integrated solutions create financial accountability that is thoughtful, deliberate, and data-driven. 9 out of 10 North American IOUs run on PowerPlan. What You'll Bring to The Team: At PowerPlan, we're passionate about making it easy for our customers to use our software and provide them with data and tools to make day-to-day decisions. As a Product Manager, you fill a critical position responsible for developing our world-class solution for Project and Fixed Asset Accounting that enables our users to make the right financial decisions. We are looking for a highly skilled and experienced Product Manager to lead the development, strategy, and delivery of our complex accounting software. The ideal candidate should possess a diverse set of skills, ranging from problem-solving and technical ability to a deep understanding of Project & Asset Accounting principles and effective cross-functional collaboration. You will work closely with Customers, Sales, Services, Marketing, and Engineering teams to construct product roadmaps and define detailed product specifications. You must have a deep understanding of the PowerPlan Product Suite, or Project and Asset Accounting for Utilities. You must be a creative problem solver with keen attention to detail, craft detailed designs and effectively communicate with the Engineering, PO and UX peers, and other internal stakeholders. The successful candidate will lead collaborations efficiently and effectively with the current Product Management teams and other cross-functional stakeholders. They lead by influencing and evangelizing the product roadmap for new and/or enhanced functionality that solves the market, strategic, and competitive needs. Responsibilities Key Performance Objectives Product Strategy and Development: Develop and execute a comprehensive product strategy for our Fixed Asset Accounting software and increase product adoption by 15% within the first year. Collaborate with cross-functional teams to prioritize features and enhancements. Launch two major product updates aligned with customer feedback within the next 12 months. Customer Engagement and Satisfaction: Implement processes to gather and prioritize customer feedback while increasing customer satisfaction scores by 20% within six months. Conduct regular user feedback sessions and analyze usage data to inform product improvements. Roll out three customer-requested features in the next quarter. Cross-functional Collaboration: Foster effective collaboration between Sales, Marketing, Engineering, and Services teams. Improve communication efficiency by reducing time-to-market for new features by 25%. Establish clear communication channels and conduct regular sync-ups between teams. Launch a cross-functional initiative to streamline product development processes within three months. Market Research and Competitive Analysis: Conduct thorough market research to identify emerging trends and competitor strategies. Analyze industry reports, customer surveys, and competitor offerings to inform product roadmap. Present quarterly market analysis reports and recommend adjustments to the product roadmap based on findings. Regulatory Compliance: Ensure the product conforms to utility accounting regulatory standards. Achieve 100% compliance with regulatory standards in all product releases. Stay updated on industry regulations and collaborate with internal stakeholders to integrate compliance requirements into product development. Implement necessary compliance updates within two months of regulatory changes being announced. Qualifications Be a Product Leader Proficient at building and managing legacy and SaaS software with Agile and Scrum methodologies and facilitate efficient product development processes. Experience with legacy enterprise software architecture and the unique challenges associated with developing and managing complex software solutions for large organizations. Ability to articulate complex problems and derive efficient and meaningful solutions by breaking it down and translating it into meaningful product components and features. Contribute to the solution's commercial success through operational readiness planning across the 4 Ps (Product, Price, Place, Promotion) Be the Problem-solver and Strategic thinker - Building and deliver complex solutions for Project and Asset Accounting for Utilities Collaborate with user experience, product teams, R&D, and other internal stakeholders to translate complex customer needs into requirements. Strong decision-making skills with the ability to make informed and timely decisions that aligns with the overall product strategy and development priorities. Ability to learn and conduct market research to understand customer needs, competitive landscapes, and emerging trends in the accounting software industry. Foster a collaborative and innovative work culture within the team and across the organization. Be the Voice of the Customer - Work collaboratively with user experience and product development teams to design and deliver product capabilities that meet customer and market requirements. Engage closely with customers and internal stakeholders to prioritize, author/validate requirements for creating features that solves key customer problems that deliver high value in new and legacy systems. Collaborate with design teams to enhance the usability and user experience of the accounting software when building enhancements and the next gen solutions; conduct user discovery, design validations, user testing sessions, running beta programs, etc. Analyze, and report on the progress of the project and recommend adjustments to development plans as needed to facilitate a successful product rollout. Be the Product Evangelist - Inform customers, internal Services, Sales, and Marketing Teams through storytelling, documentation and training sessions. Provide clear communication to Sales, Services, and Marketing Teams about new product features and the value they provide Own internal training sessions, user group meetings, marketing event presentations, writing articles, etc. Highly desired - A thought leader and represent PowerPlan at industry conferences, events, and webinars. Lead advisory boards and other respective forums to gather intelligence, feedback, and design validations. Own the Regulatory Compliance Product Conformance - Understand the importance of utility accounting regulatory compliance and stay abreast of industry standards and evaluate placement and positioning into Product and Service Solicit feedback from customers and industry experts to understand the impact of regulatory changes, understand their needs, and prioritize the solutions needed. Coordinate with internal cross-functional stakeholders to timely deliver compliance-ready solutions, alongside communication and delivery approaches Requirements An Ideal Candidate Has: 5+ years in software product management, utility industry consulting or comparable role Skilled in using Agile/Scrum or similar methodologies and building SaaS applications. Adept at running commercial strategy for a SaaS application. Excellent communication skills: written, verbal and formal presentation to articulate complex technical concepts to both technical and non-technical stakeholders Good time-management skills to work in a fast-paced environment. In-depth knowledge of PowerPlan Accounting Suite or Project and Asset Accounting Principles and regulatory compliance Bonus If they Have: Utility and Energy industry experience is a BIG plus Experience with other enterprise or accounting software Has experience working for/with IOUs Familiarity with the Pragmatic Marketing Framework is a plus PowerPlan is an EOE Applicant Privacy Notice Please note that this is a hybrid role that involves a combination of onsite work from our corporate office as well as work from home. While we strive to accommodate flexible working arrangements when sensible, there will be times when onsite work is required. This could include scheduled office days, team meetings, client meetings, or special events.

PowerPlan helps optimize the financial performance of our customers' assets by developing strategic solutions for complex problems. We are looking for a Senior Financial Analyst in our Corporate FP&A group that will act as a business partner to internal stakeholders, drive strategic analyses, and help deepen granularity in forecasting. We are looking for someone who can think strategically to successfully position PowerPlan for future growth, as well as tactically execute on financial analyses and forecasting. This person must be analytical, highly collaborative, possess an inquisitive spirit, and be able to balance multiple priorities. This person must also be able to quickly build credibility and perform ongoing analysis to provide visibility into operational and financial performance trends. This position will report to the Sr. Director, Finance and have visibility and interaction with the most senior leaders at PowerPlan, including the CFO. Responsibilities Key Performance Objectives Provide financial analysis and reporting: Assist the FP&A team on the monthly forecasting process using our cloud-based forecast modeling system (Vena). Leverage operational data from other sources where possible to support the key inputs in the model. Proactively identify, analyze and communicate trends and issues affecting the business. Drive cloud cost optimization across the organization: Analyze cloud and SaaS spend patterns to forecast monthly, quarterly and annual cloud/SaaS expenditures against budgeted targets and KPIs. Assist the FP&A and Accounting teams to allocate costs and report on gross margin by product Conduct ad hoc analyses: Conduct ad hoc analyses as needed to drive growth in the business. Analyze areas such as: pricing strategy, renewals, cost trends, and customer growth trends. Build re-useable analyses to assist the business, pricing calculators and other analyses. Build relationships and provide financial information to department heads: Meet with department heads (Sales, Marketing, R&D and G&A) monthly to discuss their financial results, including actual vs. plan and actual vs. forecast. Discuss the future forecast of their business and update the department forecast accordingly. Preparation of monthly/quarterly reporting packages: Assist FP&A team in preparation of monthly/quarterly reporting packages for the executive team, Board of Directors, and department heads. Assis in the analysis of the financial data, provide commentary on variances, and be able to explain any changes from previous months. Ensure accuracy of all financial results, analysis and forecasts. Coordinating and developing the annual budget: Support the annual budgeting process to develop three-year financial plan with multiple stress-tested scenarios, including coordinating with department heads, the FP&A team, and executive team to manage timelines and summarize progress. Qualifications Responsibilities Financial Planning and Budgeting: Participate in the annual budgeting process, working closely with department heads to develop accurate and achievable budgets aligned with strategic goals. Monitor and analyze budget-to-actual performance, identifying areas of concern and recommending appropriate actions to improve financial outcomes. Forecasting and Scenario Analysis: Develop financial forecasts and projections based on historical data, market trends, and operational insights to provide reliable estimates for decision-making. Conduct scenario analysis to assess the impact of various business scenarios on financial performance and assist in risk management. Financial Reporting and Analysis: Prepare and present regular financial reports, KPIs, and variance analysis to senior management and stakeholders, providing meaningful insights into financial performance. Collaborate with accounting teams to ensure accurate and timely financial statements and disclosures. Strategic Planning: Work closely with the executive team to contribute financial expertise to the strategic planning process, evaluating new business opportunities and potential investments. Process Improvement: Continuously improve financial planning processes and tools, streamlining workflows and enhancing the efficiency and accuracy of financial analysis. Cross-functional Collaboration: Collaborate with various departments, including Sales, Marketing, Operations, and Human Resources, to understand their financial needs and assist in optimizing resource allocation. Team Leadership: Supervise and mentor a team of financial analysts, providing guidance and support to enhance their skills and performance. Required Bachelor's degree in Finance, Accounting or similar. 3+ years of experience in financial analysis, planning, or modeling, preferably in Corporate FP&A or Big 4 (Transaction Advisory). Software/technology experience is a plus. Basic understanding of technical cloud infrastructure concepts Extensive knowledge of Excel with ability to create and analyze complex financial models. Proficient knowledge of KPIs and dashboards Experience compiling financial statements in accordance with GAAP. Proven ability to build and maintain relationships across an organization. Proven ability to manage priorities in a high paced environment with a strong attention to detail. Experience with Vena, SalesForce, AWS Cost Explorer, or Azure Cost Management a plus. PowerPlan is an EOE Applicant Privacy Notice Please note that this is a hybrid role that involves a combination of onsite work from our corporate office as well as work from home. While we strive to accommodate flexible working arrangements when sensible, there will be times when onsite work is required. This could include scheduled office days, team meetings, client meetings, or special events.

A Senior Solution Architect in Professional Services, Platform organization plays a pivotal role in driving the success of PowerPlan's strategic and transformational programs within the energy industry. The position is responsible for project delivery, resource development, business development, and leading strategic projects and innovation initiatives. Responsibilities Key Performance Objectives Project Delivery: A Senior Solution Architect is expected to take on implementation projects of increasing complexity and will be responsible for providing strategic guidance, developing roadmaps, and ensuring the successful implementation of software solutions to address our clients' unique challenges. Serve as the Solution Architect on large and complex strategic or transformational programs for clients in the energy and utilities industries. Responsible for the quality assurance/quality control of projects outside regular assignments to ensure alignment with company standards and client expectations. Bring best practice expertise during blueprinting & business process design phases for digital transformation projects. Resource Development: A Senior Solution Architect is expected to support business critical talent development initiatives to proactively build a highly skilled and adaptable talent pipeline with a comprehensive succession plan to foster growth and mitigate risk within the department. Guide and mentor aspiring Leads and Solution Architects, preparing them for design sessions, coaching on approach, debriefing on results, and connecting key deliverables to strategic value drivers and customer outcomes. Lead expertise pipeline initiative, leveraging the Skills Matrix and resource specific Individual Development Plans to build robust succession plans and mitigate risk by ensuring adequate solution coverage. Lead curated knowledge transfer and training program series to enhance team skills and capabilities. Act as a trusted advisor to customers within the energy and utilities domains. Continuously develop technical knowledge of utility accounting and grow industry expertise through active participation in Industry Conferences. Business Development: A Senior Solution Architect is expected to expand the company's market presence and revenue through strategic client acquisition, relationship management, and the development of innovative services and offerings. Primary Solution Architect within Professional Services Platform responsible for validating estimates and providing support during the discovery phase of large, complex and/or transformational sales pursuits. Compile quarterly assessment of market and industry updates to share across the team to identify market expansion opportunities and ensure the positioning of PowerPlan Services remains relevant and competitive. Support the creation and standardization of Services Offerings and contribute to the development of a Services Selling Framework. Strategic Projects and Innovation: A Senior Solution Architect is expected to lead cross-functional teams in identifying, developing, and implementing innovative solutions that drive company growth and maintain a competitive edge in the market. Develop team, process, organization, and collateral to lead a cross-functional professional Transformation task force to pursue strategic opportunities, enhance company positioning, and drive execution excellence. Develop & continuously improve methodology to deliver expertise & advisory on digital transformation initiatives at customers, such as ERP transformation, business process optimization & re-implementation. Develop & continuously improve methodology to deliver expertise & advisory on cloud transformation technology and initiatives. Support Transformation initiatives, including project delivery improvement and standardization efforts. Incorporate Gen AI (Artificial Intelligence) into strategic projects and assist with methodology improvements to cater to the needs of large, complex programs. Qualifications Proposed Time Allocation Area of Responsibility Time Allocation Project Delivery 70% Resource Development 5% Business Development 5% Strategic Projects/Innovation 20% Total 100% Expected Outcomes: Revenue generation through direct project delivery as a Solution Architect under associated rate card. Increase in project quality and customer value realization through QA assessments. Expertise growth and development of internal team through structured coaching of talent pipeline. Streamline validation of estimates, requirements, and scope assumptions for sales pursuits. Establish team to execute go-to-market strategy for Services offerings to capture new business opportunities. Robust collateral repository for transformational project delivery through a standardized approach. Digital transformation capabilities support organizational readiness effort to facilitate SaaS adoption. Develop and improve organizational readiness around cloud technology and deployments Required Qualifications: Bachelor's or Master's degree in Business, Engineering, Computer Science or equivalent combination of education and relevant experience. 10+ years' experience implementing Senior Solution software applications in a client-facing consulting role; preferably in a software consulting or IT type organization. 10+ years' experience in utilities and energy industries and/or utility and fixed asset accounting. Experience in all phases of the implementation process. Experience in other phases of the customer lifecycle (Sales, R&D, Product, Customer Operations, Customer Success) preferred Ability to establish oneself as a trusted advisor to client, project team and PowerPlan, Inc. colleagues. History of increasing responsibility or upward progression Experience leading project teams or direct reports. Able to track multiple independent work items simultaneously. High level of collaboration skills, especially with co-workers or subject matter experts not in the same location. Highly motivated self-starter. Excellent organizational and time management skills. Excellent, effective communication skills, including: verbal, written, listening and presentation skills Ability to engage and successfully interact with the client and project team at all levels. Creating and delivering presentations for industry conferences. Ability to document technical and functional requirements by partnering with business stakeholders and project team members. Ability to separate the technology ask from the business need. Consulting and client/project team relationship-building skills. Experience utilizing a robust implementation methodology. Willingness to master new processes and standards rapidly and evolve current approaches to accommodate requirements without delay or loss of quality. Preferred Qualifications: Industry experience within oil and gas, mining, transportation, natural resources, utilities, energy markets or telecom. Experience with implementing key Senior Solution applications, including ERP, EAM and CRM Working knowledge of financial accounting processes (Planning, General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Project Accounting, Close, Budget, Tax, Physical Asset Management, Regulatory) for ERP implementations Management information systems background. Strong technical skills especially with Oracle SQL Strong technical skills Should possess 3+ years expertise in cloud technology, cloud deployments, and SaaS deployments. Preferred experience with PowerBuilder Preferred experience using AI tools to enhance professional services deployments Ability to design, develop, maintain, and implement effective application software on multiple technical platforms using one or more families of languages: Java SE, JavaScript, SQL, web services (REST, XML, etc.). Ability to translate complex technical requirements into common language. Understanding of system and network architecture, system platforms, system access, data models, database design, complex SQL queries, and network protocols. Experience with some of the advanced functions of Excel, including functions, macros, and pivot tables. Process orientation, and ability to analyze and design/build complex processes. Knowledge of test management software (e.g. qTest, HP ALM). PowerPlan is an EOE Applicant Privacy Notice Please note that this is a hybrid role that involves a combination of onsite work from our corporate office as well as work from home. While we strive to accommodate flexible working arrangements when sensible, there will be times when onsite work is required. This could include scheduled office days, team meetings, client meetings, or special events.