FP&A Customer Success Manager

Description

Want to shape the future of finance by applying your knowledge of FP&A to provide an automated solution? The FP&A Customer Success Manager will own customer success by leading product implementation for customers and providing support throughout the client lifecycle. Support finance professionals ranging from middle-management to high-level executives in both small and large US firms. If you are looking for a fantastic opportunity to join a team with lots of room for growth and impact, we would love to meet you!

What You'll Do

• Understand current client situations and simplify models and existing procedures by implementing processes within the Datarails platform.
• Utilize the Datarails platform and its tools to provide successful solutions for budgeting and forecasting, planning and monitoring, financial modeling, standard reporting, and more.
• Provide recommendations for possible process changes to help optimize current procedures and maximize outcomes.
• Build long-term strategic relationships with customers, gather requirements, and follow through with necessary financial reporting support.
  
  

• A supportive, agile, and creative work environment with brilliant colleagues!
• Competitive compensation, ongoing recognition, and, most importantly, a chance to learn, contribute, and develop your skills.
• Opportunity to join a successful industry, a growing organization, and an unmatched leadership team passionate about their employees!
• Most of all, we offer you fun, enthusiasm, support, and never a dull moment!
  
  

• 2+ years of experience in finance or FP&A.
• Native English language proficiency.
• A deep understanding of corporate finance work processes, with an emphasis on standard reporting (P&L, cash flows, budgets, and forecasts).
• Deep knowledge and solid experience in advanced Excel functions (formulas, VLOOKUP, Pivot Table, Power Query, and complex models).
• The role involves communicating with CFOs, Finance VPs, and Directors from leading US companies, requiring the ability to engage in professional conversations.
• Experience with various BI tools, ERP systems, and software implementation.
• Significant financial modeling skills; knowing how to handle Excel data and automate processes.
• Bachelor's Degree or equivalent, preferably in finance, accounting, or a similar field.