FP&A Customer Success Manager

Posted 10 Days Ago
Be an Early Applicant
GB
Hybrid
Junior
Cloud • Fintech • Software • Database • Analytics
Datarails is a financial planning and analysis platform for Excel users.
The Role
The FP&A Customer Success Manager will lead product implementations, support finance professionals, and optimize processes using Datarails for budgeting, forecasting, and financial reporting. The role focuses on building strategic relationships with clients and enhancing their financial operations.
Summary Generated by Built In

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!



About The Role
None

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.



Requirements

  • 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.



What We Need
None

What We Offer

  • 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!



EEO Statement
None

Top Skills

Excel
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The Company
New York, NY
225 Employees
Hybrid Workplace
Year Founded: 2015

What We Do

Datarails has created a solution that tackles one of the biggest challenges in financial departments: the overflowing amount of data that, up until now, was managed by tons of Excel sheets. All those financial reports, forecasts, expenses, analytics? Datarails takes all this data and integrates it into a one, simple, smart report.

Datarails consolidates all cross-organizational data and enables finance professionals to follow it, manage it, and derive insights from analysis. Instead of spending time on manual consolidation, Datarails automates the consolidation process and the creation of financial reports. It’s cloud-based, so nothing gets lost, it’s brilliant, so almost every feature can be added.

Why Work With Us

We're on a mission to transform finance. Datarails is committed to a positive, diverse, and inclusive culture by hiring for potential, focused on the inclusion of people who have different ways of thinking, different viewpoints, different backgrounds, and different skill sets. We value a transparent and open culture that positively impacts our team

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