Product Manager, Planning

Host Analytics Inc

Product Manager at Planful leading AI-driven planning software development for financial performance management. Collaborating with cross-functional teams to deliver innovative solutions.

Posted 7/30/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $200,000 - $250,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning, budgeting, and forecasting, with a strong focus on integrating AI capabilities into product development. Proficient in defining product roadmaps, user requirements, and ensuring exceptional user experiences through collaboration with cross-functional teams.

Highest-signal resume keywords

Product ManagementFinancial PlanningAI/ML IntegrationUser Interface DesignAgile/Scrum Methodologies

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningBudgetingForecastingPredictive ModelingDriver-Based PlanningScenario AnalysisMulti-Dimensional ModelingProduct Roadmap DevelopmentUser Story CreationAcceptance Criteria Definition

Soft Skills

Strong Communication SkillsIndependent ThinkerSelf-StarterPresentation SkillsTeam Leadership

Tools & Technologies

Atlassian JiraClaudeGoogle DocsFigmaPendo

Industry Keywords

FP&ACPMEPMSaaS DevelopmentCloud ComputingFinancial AnalyticsData IntegrationOperational PlanningRolling ForecastsAnomaly Detection

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Define and own the product roadmap for Planful’s dynamic planning capabilities and set engineering priorities accordingly.
Write and share clear functional specifications, user stories, and acceptance criteria with development, QA, and UX teams.
Design and champion intuitive new planning functionality in close partnership with engineering and UX teams, ensuring an exceptional user experience for finance and operations users.
Evangelize product vision, planning strategy, and AI capabilities to customers, partners, prospects, and internal stakeholders including Sales, Marketing, and Customer Success.
Integrate AI capabilities into the planning product—including predictive analytics, intelligent scenario modeling, anomaly detection, and natural language interfaces—to deliver an AI-forward user experience.
Leverage AI tools and techniques personally to accelerate research, synthesis, prototyping, and requirements development workflows.
Analyze the competitive landscape for planning and FP&A solutions and define differentiated requirements that advance Planful’s market position.
Evaluate product performance and feature utility with internal stakeholders (support, services, sales) and external stakeholders (customers, partners, analysts).
Lead research and discovery in areas of innovation, including AI-driven planning automation, rolling forecasts, scenario planning, and workforce/operational planning.
Define and refine the data model and calculation layer requirements to support flexible, multi-dimensional planning across finance and operations.
Partner with the broader product team to ensure coherent integration between planning, reporting, consolidation, and analytics capabilities within the Planful platform.

Requirements

What you’ll need

3–5+ years of experience as a Product Manager, Program Manager, or consultant with enterprise software, preferably in FP&A, CPM, EPM, or related planning and analytics domains.
Deep domain knowledge in financial planning, budgeting, forecasting, and operational planning—ideally with hands-on experience as a user, implementation consultant, or PM of planning software.
Demonstrated experience incorporating or working alongside AI/ML capabilities in a product context, including familiarity with LLMs, predictive modeling, or AI-assisted workflows.
Actively uses AI tools (e.g., generative AI, co-pilots, automated analysis) to improve personal productivity and bring innovative ideas to product development.
Strong understanding of driver-based and continuous planning methodologies, rolling forecasts, scenario and sensitivity analysis, and workforce/headcount planning.
Experience defining user interface concepts for complex business applications, including wireframes, mockups, and final UX decision-making.
Understanding of EPM concepts including financial analytics and visualization, data integration, multi-dimensional modeling, and financial reporting.
Proven ability to define and communicate product requirements to a broad audience—engineers, QA, marketing, senior management, customers, and analysts—through both verbal and written communication.
Proficiency with modern product management tools: Atlassian Jira, Claude, Google Docs, Figma, Pendo or similar.
Experience with SaaS development models, cloud computing, and Agile/Scrum development methodologies.
Undergraduate degree in Accounting, Finance, Business Intelligence, Computer Science, or related field. Graduate degree is a plus.
Independent thinker and self-starter who operates with urgency and can research, synthesize, and present findings with minimal direction.
Strong verbal and written communication skills, including comfort presenting to large audiences in person or over video, and ability to craft clear requirements and specification documents.
Experience working with or presenting to U.S. based customers and stakeholders.
Experience in a lead role mentoring or managing team members is a plus.

Benefits

Comp & perks

2 Volunteer days,
Birthday PTO, and quarterly company Wellness Days
3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave
Annual Planful Palooza, our in-person, company-wide culture kickoff held in cities like San Diego, Denver, and most recently - Palm Desert, California!
Team-specific offsites in cities like New York, Sonoma, or our brand new HQ based in downtown San Francisco
Office hubs in San Francisco, Toronto, and London. We also offer benefits such as home office setup, and monthly wifi and cell phone reimbursements for all employees, in-office or remote.
Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs
Employee Resource Groups such as Women of Planful, Parents of Planful, and many more. We encourage our teammates to bring their authentic selves to the team, and have full support in creating new ERGs & communities along the way