FP&A Implementation Specialist

Datarails
United States
Workplace: RemoteFull timeUSD 90,000 - 110,000 annuallyFunction: Finance & AccountingExperience: 3-5 yearsEducation: bachelorsSkills: ["Communication","Relationship-building","Client advisory"]

Implement FP&A solutions for customers by simplifying existing models and data, then building processes and client data inside the Datarails environment. Create detailed business analyses covering budgeting, forecasting, planning, monitoring, and financial modeling, while validating customer data to improve customer care. Provide recommendations for process improvements and build long-term relationships with finance leaders, delivering ongoing financial reporting support.

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FursaFursa
Datarails
Datarails
4 months ago

FP&A Implementation Specialist

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Last checked: 11 hours agoStatus: Live

Job Summary

Implement FP&A solutions for customers by simplifying existing models and data, then building processes and client data inside the Datarails environment. Create detailed business analyses covering budgeting, forecasting, planning, monitoring, and financial modeling, while validating customer data to improve customer care. Provide recommendations for process improvements and build long-term relationships with finance leaders, delivering ongoing financial reporting support.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Understand client situations, simplifying models and data, and implementing processes and client data within the Datarails environment.
  • •Develop business analyses identifying problems, opportunities, and solutions across budgeting, forecasting, planning, monitoring, and reporting.
  • •Manage, interpret, and validate customer-produced data while improving the quality of customer care.
  • •Recommend process changes to optimize current procedures and maximize outcomes.
  • •Build long-term customer relationships, gather requirements, and provide ongoing financial reporting support.

Pay and Benefits

Salary: USD 90,000 - 110,000 annually
Equity and Bonus:Equity
Perks:Equity401kHsaFsaHealth InsuranceDentalVisionPaternity LeavePaid LeavePaid HolidaysLife Insurance

Key Requirements

  • •3-5 years of experience in customer success, consulting, or similar customer-facing roles, with a finance or accounting background.
  • •Advanced Excel skills, including formulas, VLOOKUP, Pivot Tables, Power Query, and complex modeling.
  • •Strong communication and relationship-building skills to engage CFOs, VPs, Directors of Finance, and other stakeholders.
  • •Bachelor’s degree or equivalent experience.
  • •Professional-level fluency in Spanish is a significant plus.
Experience:3-5 years
Education:Bachelor's
Skills:CommunicationRelationship-buildingClient advisory
Languages:EnglishSpanish
Tech Stack:ExcelVLOOKUPPivot TablePower Query

Company Brief

Datarails
Provides an FP&A platform that automates budgeting, forecasting, reporting, and financial planning for finance teams. It connects data from spreadsheets and business systems to help organizations analyze performance and make faster decisions.
Industry: SaaS
Company Size: Medium (51 to 250 employees)
Growth: Scaleup
Headquarters: New York, United States
Founded: 2015
WebsiteLinkedIn