FP&A Solution Advisor
We are looking for you – an unpretentious, motivated and determined team player who loves challenges. Join Team Planacy as our new passionate FP&A Solution Advisor 🚀
We usually respond within a week
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!
- Department
- Sales
- Role
- FP&A Solution Advisor
- Locations
- Stockholm
- Remote status
- Hybrid
- Employment type
- Full-time
Colleagues
Stockholm
Our Perks & Benefits
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Annual one-week Planacy Take Off ✈️
Once a year, we take the whole company abroad for a week of working, learning and spending time together. A great opportunity to strengthen relationships across teams and have some fun along the way.
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Office-first, with flexibility 🏢
We believe great collaboration, strong culture and having fun come from spending time together, which is why we’re office-first. At the same time, we believe in common sense and flexibility, whether that means working from home or occasionally from the summer house or cabin.
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Health & preventive care 💙
We combine comprehensive health insurance with preventive healthcare, including health checks and tests, to support your wellbeing and give you access to care when needed.
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6 weeks of vacation 🏄🏻♀️
Everyone at Planacy gets 30 days of paid vacation each year, giving you plenty of time to recharge and spend time with family and friends.
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A strong pension plan 👴🏻
We offer a competitive occupational pension plan with solid terms for the future.
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Additional benefits ✅
We also offer a range of additional benefits, including social activities, office perks and other employee benefits.
We offer a passionate, entreprenurial and flexible work environment
With well over 200 customers, including Trustly, Rejlers, Netlight, Foodora, Acne Studios and Fjällräven we have demonstrated the value that our product can deliver. Now it's time to scale up!
Sweden is our home ground, Scandinavia our market – but a leading position in Europe is our goal. Now we are searching for you who, together with a passionate, competent, and committed team, wants to be part of the journey to realise our vision: to contribute to better planned, more data-driven and successful companies across Europe.
About Planacy
Planacy is a young, fast-growing and very ambitious SaaS company in an exciting expansion phase. We’ve developed a powerful platform that simplifies and streamlines data-driven work with financial planning, and with it, we have positioned ourselves as the market's leading platform for budgeting, forecasting and planning.