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 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.
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 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.
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 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.
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 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.
Andrew Chatfield is the Chief Product Officer at Planful, where he guides the company’s product vision and design. He’s a seasoned technologist with nearly three decades of IT, consulting, and leadership experience at innovative SaaS companies.
Andrew Chatfield is the Chief Product Officer at Planful, where he guides the company’s product vision and design. He’s a seasoned technologist with nearly three decades of IT, consulting, and leadership experience at innovative SaaS companies.
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 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.
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 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.
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 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.
Allison Searle brings more than two decades of experience in the software and technology sector to her role at Planful. She has a proven track record of expanding into new markets, building large world-class sales organizations, and driving business growth at fast-growing companies.
Allison Searle brings more than two decades of experience in the software and technology sector to her role at Planful. She has a proven track record of expanding into new markets, building large world-class sales organizations, and driving business growth at fast-growing companies.
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 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.
Kyle Van Jahnke is the VP of Global Partnerships at Planful and brings over 20 years of experience to his role. Prior to Planful, he held leadership positions at companies including Swiftpage, Altius Systems, and Infor.
Kyle Van Jahnke is the VP of Global Partnerships at Planful and brings over 20 years of experience to his role. Prior to Planful, he held leadership positions at companies including Swiftpage, Altius Systems, and Infor.
Company Announcements
Planful Earns Great Place to Work Certification™ in the U.S. and Canada
Company Achieves Inaugural Recognition, Validating Planful’s People-first Culture
TV Personality and Self-Made Real Estate Mogul Barbara Corcoran To Headline at Planful Perform 2022, a Must-Attend Event for Finance and Accounting Professionals
Company’s Annual Event, Taking Place May 23-25 in Las Vegas, Brings Teams Together to Increase Collaboration and Accelerate Financial Decision-Making
"Planful is experiencing market growth due to delivering on product innovations and operational improvements, as it helps businesses modernize the back office of the CFO."
Recognized by leading industry analyst firms.
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