Team Lead, Accounting

Company Overview

Planview has one mission: to build the future of connected work, from ideas to impact.

As the global leader in work and resource management, Planview helps organizations accelerate the achievement of what matters most, supporting our customers from need to speed, from passion to progress, and from overhead to optimization. We provide the industry’s most comprehensive solutions designed for strategic planning, portfolio and resource management, Lean and Agile delivery, product portfolio management, capability, and technology management (enterprise architecture), innovation management, and collaborative work and project management.

Our connected platform of solutions underpins the business and digital transformations of more than 4,500 customers globally, including 59 of the Fortune 100.

At Planview, our people connections drive our innovation and success. Our global team of 1400+ work remotely and across our offices including Austin, Vancouver, Hod Hasharon, Bangalore, Sydney, and Stockholm. We’re proud of our world‑class, connected culture built on our shared values, that supports our teams to be successful from anywhere.

Learn more about our portfolio at , and connect with us on Linked In, Instagram, and X.

Join Planview’s corporate accounting team in Austin, TX — a global, high‑growth SaaS company with accounting operations spanning the US, Canada, the UK, France, Germany, Sweden, Australia, and Israel. This is a front‑row seat to the financial operations of a complex, multi‑entity, global organization.

We are looking for a Team Leader who leads from the front — rolling up their sleeves alongside the team, driving continuous improvement, and keeping pace with a global organization that is constantly evolving. You will partner closely with the Director of Accounting, mentor a team of staff and senior accountants in Austin and play a hands‑on role in shaping how our accounting function scales across multiple countries and entities.

We have invested in a robust, best‑in‑class technology stack to support our global operations — including Net Suite, Flo Qast, Trovata, Tesorio, Ivalua and Concur. You will not just use these tools; you will be expected to know them deeply, improve how we use them, and help bridge our accounting operations with the AI capabilities we are actively building into our workflows.

We are an AI‑forward team. You will be encouraged to leverage our AI tools in your daily work and to build AI agents within Flo Qast that automate and elevate how we operate. We invest in our people and our tools — and we expect our people to push both to their limits.

This role is the defined path to Accounting Manager. We will invest in your development, give you increasing ownership, and set you up to step into that seat. If you want a clear trajectory, real challenge, and work that actually matters — this is it!

• Lead by example alongside a team of staff and senior accountants in Austin — this is a player‑coach role where you are in the work, not above it.
• Oversee daily accounting operations with a focus on expense management using the Ivalua procurement tool, execution quality, and continuous process improvement.
• Own the timely and accurate completion of monthly financial closes for the US, Canada, and Australia in accordance with GAAP.
• Review and approve journal entries and balance sheet reconciliations, upholding the highest standards of accuracy and compliance.
• Own end‑to‑end global Travel & Expense management through Concur, ensuring policy compliance, timely reimbursements, and audit‑ready records across all entities.
• Drive T&E adoption and process improvements across international teams, standardizing workflows and improving the employee experience globally.
• Administer Flo Qast, our month‑end tracking platform for reporting tasks and balance sheet reconciliations.
• Apply Net Suite expertise to optimize workflows, reporting, and integrations as our ERP environment evolves with company growth — bringing curiosity about how AI capabilities within the platform can be leveraged to improve accuracy and efficiency.
• Analyze accounts payable aging, manage weekly…