FP&A Customer Success Manager
Datarails
ERP
Salary
💰 $85,000 - $100,000 per year
Job Level
Junior
Tech Stack
ERP
About the role
- Lead the implementation and ongoing success of the CONNECT product for customers.
- Serve as the trusted advisor and main point of contact for finance professionals—from mid-level managers to C-suite executives.
- Leverage CONNECT to deliver clients impactful, real-time reporting solutions across Excel, ERP, CRM, and HRIS systems.
- Seamlessly access and integrate data from multiple sources—directly within Excel.
- 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.
- Apply FP&A knowledge in a tech-forward environment, drive high-impact engagements, and collaborate within a growing team.
Requirements
- 1-3 years of experience in finance or FP&A.
- 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.
- Bachelor's Degree or equivalent, preferably in finance, accounting, or a similar field.
