FP&A Implementation Specialist

United Statesmid

Implementation SpecialistCustomer Success

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Quick Summary

Overview

Description Come meet Datarails! We're a small (~350 employees globally) FP&A platform designed to streamline and automate data consolidation, reporting, and planning while allowing finance teams to continue using their own Excel spreadsheets and financial models.

Requirements Summary

3-5 years of experience in customer success, consulting, or similar customer-facing roles, AND a finance or accounting background Deep knowledge and solid experience in advanced Excel functions (formulas, Vlookup, Pivot Table, Power Query, and…

Technical Tools

excelcustomer-successfinancial-modelingforecasting

Responsibilities

~1 min read

→Understand current client situations, helping simplify models and existing data, as well as implementing processes and client data within company's environment
→Create a detailed business analysis, outlining problems, opportunities and solutions for our customers by successful advising on: Budgeting and forecasting, planning and monitoring, financial modeling, standard reporting and more
→Manage, interpret, and validate all data that is produced by the customer, maintaining the focus on improving the quality of customer care
→Provide recommendations for possible process changes to help optimize current procedures in support of maximizing outcomes
→Build long term strategic relationships with customers, gather requirements, and follow through with necessary financial reporting support.

Requirements

~1 min read

3-5 years of experience in customer success, consulting, or similar customer-facing roles, AND a finance or accounting background
Deep knowledge and solid experience in advanced Excel functions (formulas, Vlookup, Pivot Table, Power Query, and complex models)
Strong communication and relationship-building skills - this role involves creating and managing business relationships with CFOs, VPs, Directors of Finance, and other customers from leading US companies, requiring the ability to engage in professional conversations, manage expectations, and guide customers to a positive outcome.
Bachelor's degree or equivalent experience
Professional-level fluency in Spanish is a significant plus.

What We Offer

~2 min read

✓A collaborative, team-oriented environment, the ability to own your schedule (work your local time zone), and the opportunity to grow at Datarails over many years

✓Base compensation - The target base salary range will be between $90-110k USD per year, based on multiple factors including prior experience, skills, and location. We are open to candidates with varying levels of experience.

✓Meaningful equity

✓401(k) plan with up to 4% match and HSA & FSA Options

✓100% paid medical, dental, and vision coverage for employees and 100% paid medical and 80% paid dental and vision coverage for dependents

✓$540/year toward glasses, sunglasses, or contact lenses from XP Health for employees enrolled in any Guardian Vision plan

✓Calm app membership

✓Paternity leave

✓Flexible, unlimited sick time and PTO (we recommend 18-25 vacation days annually)

✓12 paid company holidays

✓Life insurance

✓CPA/CFA license renewal reimbursement