FP&A Implementation Manager

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!

Your Impact

As a trusted partner, you’ll collaborate with CFOs, VPs, and Directors of Finance, helping them streamline processes, optimize reporting, and unlock new insights. Your expertise in FP&A and financial modeling will drive real business impact for both small and large US businesses.

What You'll Do

✅ Lead customer onboarding, ensuring a smooth and successful implementation of the Datarails platform

✅ Simplify financial models, integrating them into an automated workflow

✅ Provide expert guidance on budgeting, forecasting, and reporting best practices

✅ Offer strategic recommendations to enhance efficiency and maximize outcomes

✅ Build lasting relationships with finance professionals and deliver ongoing support

Requirements

✔️ 2+ years of experience in finance or FP&A, with deep knowledge of corporate finance processes

✔️ Advanced Excel expertise (VLOOKUP, Pivot Tables, financial modeling)

✔️ Strong communication skills with the ability to engage C-level executives and finance leaders

✔️ Experience with BI tools, ERP systems, and software implementation

✔️ Bachelor’s degree in finance, accounting, or a related field