3h ago

New

$90,000 to $110,000 USD/yr

FP&A Implementation Specialist

United StatesRemoteFull-timemid

Implementation SpecialistCustomer Success

1 views0 saves0 applied

Apply Now

Quick Summary

Overview

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an FP&A Implementation Specialist based in the United States.

Technical Tools

Implementation SpecialistCustomer Success

Join a growing, AI-powered financial technology environment transforming how finance teams manage data, planning, and reporting. As an FP&A Implementation Specialist, you will help customers optimize their financial processes by implementing technology-driven solutions tailored to their business needs. You will work closely with finance professionals to simplify existing financial models, structure data, and improve budgeting, forecasting, and reporting workflows. Combining financial expertise, advanced Excel skills, and a consultative approach, you will turn complex requirements into practical, scalable solutions. You will analyze customer data, identify opportunities for improvement, and recommend process enhancements that support more accurate and efficient financial operations. Building trusted relationships with senior finance stakeholders, including CFOs and Directors of Finance, will be central to your success. This fully remote opportunity offers the chance to contribute to innovative financial technology while growing your expertise in implementation, consulting, and customer success.

Financial Process Implementation: Analyze customers' existing financial processes, models, and data structures to identify opportunities for simplification and improvement. Implement financial workflows and customer data within the platform to support effective adoption.

Financial Planning and Analysis: Conduct detailed business analyses to identify customer challenges, opportunities, and solutions across budgeting, forecasting, financial planning, performance monitoring, financial modeling, and standard reporting.

Data Management and Validation: Manage, interpret, and validate customer-provided data to ensure accuracy, consistency, and reliability. Identify discrepancies and recommend corrective actions to improve data quality and customer outcomes.

Process Optimization: Evaluate existing financial procedures and recommend improvements that streamline workflows, increase efficiency, and strengthen reporting accuracy.

Customer Relationship Management: Build and maintain long-term relationships with customers, including CFOs, Vice Presidents, Controllers, and Directors of Finance. Understand their objectives, gather requirements, manage expectations, and provide ongoing guidance throughout implementation.

Financial Reporting Support: Help customers develop and improve reporting processes, financial models, and analytical tools that support informed business decisions.

Customer Success and Collaboration: Work proactively with customers and internal stakeholders to resolve implementation challenges, communicate progress, and ensure solutions align with business requirements and expected outcomes.

Requirements

~1 min read

Professional Experience: Three to five years of experience in customer success, consulting, implementation, or another customer-facing role, combined with a background in finance or accounting.

Advanced Excel Expertise: Strong practical knowledge of Excel, including formulas, VLOOKUP, PivotTables, Power Query, and complex financial models.

Financial Knowledge: Solid understanding of financial planning and analysis, including budgeting, forecasting, financial modeling, performance monitoring, and financial reporting.

Education: Bachelor's degree or equivalent professional experience.

Customer Relationship Skills: Excellent communication and relationship-building abilities, with the confidence to engage professionally with senior finance stakeholders and customers at leading organizations.

Consultative Problem-Solving: Ability to understand complex business requirements, analyze financial processes, identify improvement opportunities, and translate findings into actionable recommendations.

Data Analysis and Attention to Detail: Strong analytical skills and a methodical approach to validating financial data, improving model quality, and ensuring reliable reporting outcomes.

Organization and Adaptability: Ability to manage competing priorities, work independently, and guide customers toward successful outcomes in a dynamic, customer-focused environment.

Language Skills: Professional-level fluency in Spanish is a significant advantage.

What We Offer

~2 min read

Competitive Compensation: Annual base salary ranging from $90,000 to $110,000 USD, depending on experience, skills, and location.

Equity Opportunities: Meaningful equity participation in the company's long-term growth.

Retirement Savings: 401(k) plan with an employer match of up to 4%.

Comprehensive Healthcare: 100% employer-paid medical, dental, and vision coverage for employees.

Dependent Healthcare Coverage: 100% employer-paid medical coverage and 80% employer-paid dental and vision coverage for eligible dependents.

Vision Benefits: Up to $540 per year toward glasses, sunglasses, or contact lenses for employees enrolled in an eligible vision plan.

Health Savings Options: Access to Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA).

Mental Wellness: Calm app membership to support mental well-being.

Flexible Paid Time Off: Flexible, generous PTO and sick leave, with a recommended 18–25 vacation days annually.

Company Holidays: 12 paid company holidays per year.

Parental Leave: Paternity leave to support employees and their families.

Financial Protection: Life insurance coverage.

Professional Development: Reimbursement for CPA and CFA license renewals.

Remote Work Flexibility: Fully remote position open to candidates residing in the United States, with the flexibility to organize working hours around their local time zone.

Collaborative Environment: Work alongside a supportive, cross-functional team in a growing financial technology business, with opportunities for professional development and long-term career growth.

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

#LI-CL1

✓Competitive Compensation: Annual base salary ranging from $90,000 to $110,000 USD, depending on experience, skills, and location.

✓Equity Opportunities: Meaningful equity participation in the company's long-term growth.

✓Retirement Savings: 401(k) plan with an employer match of up to 4%.

✓Comprehensive Healthcare: 100% employer-paid medical, dental, and vision coverage for employees.

✓Dependent Healthcare Coverage: 100% employer-paid medical coverage and 80% employer-paid dental and vision coverage for eligible dependents.

✓Vision Benefits: Up to $540 per year toward glasses, sunglasses, or contact lenses for employees enrolled in an eligible vision plan.

✓Health Savings Options: Access to Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA).

✓Mental Wellness: Calm app membership to support mental well-being.

✓Flexible Paid Time Off: Flexible, generous PTO and sick leave, with a recommended 18–25 vacation days annually.

✓Company Holidays: 12 paid company holidays per year.

✓Parental Leave: Paternity leave to support employees and their families.

✓Financial Protection: Life insurance coverage.

✓Professional Development: Reimbursement for CPA and CFA license renewals.

✓Remote Work Flexibility: Fully remote position open to candidates residing in the United States, with the flexibility to organize working hours around their local time zone.

✓Collaborative Environment: Work alongside a supportive, cross-functional team in a growing financial technology business, with opportunities for professional development and long-term career growth.

Location & Eligibility

Where is the job

United States

Remote within one country

Who can apply

About this job

Pay per year: $90,000–$110,000 a year; 18% above the $85,000 median for Implementation Specialist jobs on Jobera (53 salaries).
Who can apply: United States
Posted: Today
Employer: has 6,003 open jobs on Jobera in 42 countries.