Host Analytics Inc

Accountant

• 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.

Senior Revenue Accountant

General Counsel

• Provide day-to-day legal counsel to the People team on a wide range of employment-related matters, including performance management, terminations, workplace investigations, wage and hour compliance, accommodations, and leave laws.
• Advise on employee relations issues, HR policies, and compliance with federal, state, and local employment laws and regulations.
• Draft, review, and update employment agreements, handbooks, and internal policies.
• Manage and coordinate all phases of employment and commercial litigation, including overseeing outside counsel, developing strategy, and reviewing pleadings, discovery, and correspondence.
• Proactively identify litigation risks and recommend strategies to mitigate potential legal exposure.
• Respond to subpoenas, demand letters, and government agency inquiries (e.g., EEOC, DOL).
• Assist with negotiation and review of SaaS agreements, vendor contracts, NDAs, and other commercial agreements.
• Partner with sales and procurement teams to enable efficient and compliant contract execution.
• Provide pragmatic legal advice across the business on ad hoc matters as needed.
• Support the development and implementation of internal legal processes and compliance programs.

In-House Counsel

Implementation Specialist

• Lead end-to-end implementations of the Planful Financial Performance Management Suite, from design through go-live.
• Partner with customers to understand their financial processes and translate those requirements into effective, scalable Planful solutions.
• Guide customers toward best practices while thoughtfully challenging requirements that could limit long-term value or scalability.
• Ensure high-quality configuration, testing, validation, and rollout of the solution to drive adoption and measurable outcomes.
• Execute projects in alignment with Planful’s Services methodology, contributing to continuous improvement of delivery standards and tools.
• Manage scope, timelines, and risks to ensure predictable, on-time project delivery.
• Drive services performance metrics, including customer satisfaction, utilization, and project margin.
• Lead customer and partner enablement sessions, including training, knowledge transfer, and post-implementation handoff.
• Build strong relationships with customer stakeholders, including finance leaders and senior executives.
• Serve as a cross-functional partner to Sales, Customer Success, and Product teams to ensure a seamless customer experience.
• Support the Sales organization through solution scoping, Statements of Work (SOWs), and Proofs of Concept (POCs).
• Provide feedback from the field to inform product enhancements, services offerings, and customer experience initiatives.

Implementation Consultant

Solutions Engineer

• Assess and optimize existing implementations/builds of Planful’s Financial Performance Management Suite
• Manage multiple customer consultations and projects for Planful focused on planning, close management and reporting processes.
• Facilitate discovery and design session with clients to assess business requirements.
• Develop in-depth knowledge of key accounts through ongoing engagement, projects/initiatives and partnership with the Customer Success team.
• Analyze existing client financial planning and reporting processes to determine how these models will work best within the solution.
• Provide best practice recommendations and solutions to clients to ensure they are utilizing Planful with current, optimized methods.
• Provide escalation support and leadership to diagnose and resolve issues at a systemic/root cause.
• Be a trusted advisor and subject matter expert to clients in areas such as change management, business process design and redesign, process improvements and analytics.

Solution Architect

Content Marketing Manager

• Create and process both internal Solutions team and external Partners tenant management tickets
• Including demo, workshop, and proof-of-concept (POC) tenants cloning, migration, back-up, and related procedures
• Effectively communicate to both internal and external customers about tenant updates; including timing expectations and content changes
• Architect, create, refine and maintain Solutions team sales demo assets
• Ensure that sales demo content is aligned with the company Go-To-Market (GTM) packages and solutions
• Liaise with the Services, Partners, and Customer Success teams to incorporate customer requirements into sales demo content
• Liaise with the Product team to communicate sales product needs and to keep them informed of the Solutions team sales demo content
• Incorporate new product features into sales demo content and enable the Solutions Consultants (SC) on new product features
• Create and maintain all sales demo content design and architecture documentation
• Provide architecture and design support to the Solutions team
• Educate Solutions team on all sales demo assets; troubleshoot product and performance issues
• Work with Consultants to deconstruct a prospect’s business process and define the strategy for delivering an effective POC
• Build POCs that deliver the defined success criteria in a timely, complete, and high-quality fashion
• Including demo script creation and walkthrough for the respective SC

Senior Revenue Accountant

In-House Counsel

Implementation Consultant

Solution Architect

Solution Content Consultant