Datarails

FP&A Implementation Specialist

Datarails

full-time

Posted on:

Location: 🇬🇧 United Kingdom

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Job Level

JuniorMid-Level

About the role

  • Advise finance professionals from middle management through the C-suite, customizing their Datarails platform and training them on product updates.
  • Understand current client situations, helping simplify models and existing data.
  • Create a detailed business analysis outlining problems, opportunities, and solutions (Budgeting and forecasting, planning and monitoring, financial modeling, standard reporting).
  • Manage, interpret, and validate all data produced by the customer, focusing on improving the quality of customer care.
  • 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.
  • Support upselling and renewal conversations as part of customer success activities.

Requirements

  • 2+ years of experience in customer success, consulting, or a similar customer-facing role
  • Finance or accounting background
  • Deep knowledge and solid experience in advanced Excel functions (formulas, Vlookup, Pivot Table, Power Query, and complex models)
  • Strong communication and relationship-building skills (experience engaging with CFOs, VPs, and Directors of Finance)
  • Comfort level with upselling and renewal conversations
  • Bachelor's degree or equivalent experience
  • Must be located in the UK; no sponsorship or relocation assistance available
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