We Are Planful

A comprehensive solution with end-to-end capabilities for finance and accounting teams. We work for the Office of the CFO, helping them become more nimble, quickly deliver accurate plans and financial reports, and guide the business with critical insights.

The Golden Age of the CFO

In the past few years, companies have seen drastic increases in the pace of change, the aggressiveness of competitors, the frequency of disruption, and the amount of data being captured. It all leads to organizational and technological friction. Yet finance and accounting leaders are asked to be strategic advisors to the business while being stuck in manual processes, slowed by remote teams, and unable to guide the business towards the future. It’s clear that business as usual⁠—slow close and consolidation, incomplete reports, unreliable planning and forecasting⁠—is no longer an option.

The Office of the CFO can, however, thrive in this changing environment. But you need fast and accurate insights, the ability to quickly iterate on plans, and an efficient allocation of resources. We have entered the Golden Age of the CFO, where now is the time to invest in the modern technology you need to transform your function and your business.

Meet the Planful Executive Team

Grant Halloran is the Chief Executive Officer at Planful. He has over 20 years of senior leadership experience in enterprise software, a career to date marked by positions where he drove high growth and global expansions.

Grant HalloranChief Executive Officer

Melissa Dreuth is a dynamic HR & Operations professional with experience working in fast paced multinational organizations. She has a passion and talent for developing high-performance workplace cultures with proven results in increasing company performance.

Melissa DreuthChief of Staff to the CEO & Chief People Officer

Dan Fletcher is the Chief Financial Officer (CFO) at Planful, with experience in high-growth SaaS and PE-backed companies. Prior to joining Planful, Dan served as the CFO for MarkLogic where he helped guide the company through acquisition transformation and growth.

Dan FletcherChief Financial Officer

Rowan Tonkin is an experienced Sales and Marketing leader in fast-growing, global organizations. He is the Chief Marketing Officer at Planful, where he is responsible for leading the go-to-market strategy and operations.

Rowan TonkinChief Marketing Officer

Kimberly Simms is the Chief Customer Officer (CCO) at Planful. She has over 20 years of leadership and management experience, having served in managerial and consulting roles at Anaplan, IBM, HireVue, Trigo Technologies, and Accenture.

Kimberly SimmsChief Customer Officer

Sanjay Vyas is an accomplished technologist with a successful track record for building engineering teams that deliver scalable systems and platforms. He joined Planful in 2015 and under his leadership, the company’s engineering team has nearly doubled in size with a top-notch management team.

Sanjay VyasChief Technology Officer

Pier Barattolo is a seasoned, international sales leader with a proven track record of scaling sales and client services teams at hypergrowth B2B companies. As a hands-on, strategic sales executive, he has a passion for driving customer adoption and excellent customer service.

Pier BarattoloChief Sales Officer

Peter Mahoney is the General Manager of Marketing Performance Management (MPM) Solutions at Planful and brings over 30 years of marketing and leadership experience to his role. Previously, Peter was the founder and CEO of Plannuh, which Planful acquired.

Peter MahoneyGeneral Manager, Marketing Performance Management (MPM) Solutions

Steve Welsh is the Senior Vice President, Solution Consulting at Planful. He has over 20 years of leadership experience, having served in solution consulting roles at Vena Solutions, IBM and Clarity Systems.

Steve WelshSenior Vice President, Solution Consulting