FP&A Solution Consultant (presales engineer)

Posted 18 Days Ago
Be an Early Applicant
Hiring Remotely in United Kingdom
Remote
Senior level
Cloud • Fintech • Software • Database • Analytics
Datarails is a financial planning and analysis platform for Excel users.
The Role
As a PreSales FP&A Solutions Consultant, engage with CFOs to understand FP&A needs, conduct product demos, and collaborate with sales and internal teams for customized solutions.
Summary Generated by Built In

Description

Datarails is the financial planning and analysis platform that automates data consolidation, reporting and planning, while enabling finance teams to continue using their own Excel spreadsheets and financial models. Datarails integrates with the most popular accounting software, ERPs and CRMs so all your data can be consolidated. Reduce risk, make informed decisions, and ensure stakeholders have the most reliable data at their fingertips. Transform your Excel into a lean, mean, FP&A machine. Join our dynamic team as a PreSales FP&A Solutions Consultant and play a pivotal role in driving the future of FP&A!

Are you ready to showcase your skills to CFOs and revolutionize finance? Love Microsoft Excel (we do, too!)? This is an opportunity to apply your expertise and transform FP&A from a task-centric function to a value-added powerhouse.

This is a 100% remote, full-time (~40 hours/week) position open to candidates in the UK and Germany. The work schedule will require some overlap with US Eastern time, but we are flexible and will work with you to determine a specific schedule.



About The Role
None

What You'll Do

  • Engage in deep discussions with CFOs and finance teams to understand their FP&A business requirements, internal processes, and customize their Datarails experience.
  • Conduct captivating product demos with finance teams, understanding their pain points and identifying complementary solutions.
  • Collaborate with internal teams to develop Proof of Concepts (POCs) that showcase the capabilities and value of Datarails.
  • Partner closely with the sales team, evaluating and assisting in sales strategies and providing solution recommendations.
  • Leverage your in-depth understanding of competitive products and technologies to position Datarails effectively in sales presentations.
  • Assist in the development of proposals and responses to RFI and RFP documents.



Requirements

  • 5-8+ years of progressive experience in accounting/finance, FP&A, or relevant sales engineering roles.
  • Strong grasp of financial applications, including budgeting, planning, forecasting, month-end close, financial reporting, and consolidation platforms + intermediate to advanced Excel skills
  • Ability to gather and understand potential customers' requirements, using a consultative approach to effectively demonstrate how Datarails meets their needs.
  • Excellent presentation skills, with the ability to communicate complex concepts effectively and clearly.
  • Strong business acumen, collaborative skill set, and a team-oriented everyone-wins attitude.
  • Understanding of budgeting, forecasting, and reporting processes across multiple industries such as manufacturing, services, banking, insurance, etc., a plus
  • Bachelor's degree in Accounting or Business/Finance, a plus.



What We Need
None

What We Offer

  • Private medical and dental insurance through BUPA
  • Parental leave
  • Great PTO policy, parental leave, and company holidays
  • Collaborative work environment and team!
  • Autonomy over your schedule and ownership of your work

We want to make sure everyone has an equal chance to participate and make a difference. Datarails is an equal opportunity employer and prioritizes building a diverse and inclusive workplace. We provide equal employment opportunities to all employees and applicants of any type and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or other non-job related characteristics or other prohibited grounds specified in applicable federal, state, and local laws. Datarails’ policy is to comply with all applicable laws related to nondiscrimination and equal opportunity and will not tolerate discrimination or harassment based on any of these characteristics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.



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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