Datarails

FP&A Customer Success Manager

Datarails

full-time

Posted on:

Location: 🇨🇦 Canada

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Salary

💰 $85,000 - $100,000 per year

Job Level

Junior

Tech Stack

ERP

About the role

  • Lead implementation and ongoing success of the CONNECT product for customers.
  • Act as the trusted advisor and main point of contact for finance professionals from mid-level managers to C-suite executives.
  • Leverage CONNECT to deliver 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 process changes to optimize procedures and maximize outcomes.
  • Build long-term strategic relationships, gather requirements, and follow through with necessary financial reporting support.
  • Drive high-impact engagements and contribute to a growing team with professional growth opportunities.

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).
  • Experience communicating with CFOs, Finance VPs, and Directors from leading US companies.
  • Experience with various BI tools, ERP systems, and software implementation.
  • Bachelor's Degree or equivalent, preferably in finance, accounting, or a similar field.
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