FP&A Content and Solutions Specialist
Datarails
FP&A Content and Solutions Specialist
Datarails
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $110,000 - $130,000 per year
Job Level
Mid-LevelSenior
About the role
- Assist in curating, version-controlling, and maintaining the standardized FP&A template library.
- Learn and become proficient in Datarails to customize templates with platform-specific formulas and integrations.
- Archive or deprecate underutilized templates based on usage analytics and team feedback.
- Support SC team in preparing templates for deep dive calls with prospects.
- Ensure template continuity from pre-sales to implementation to enable a smoother client handoff.
- Assist in scoping and delivering custom template requests from SC and CS teams.
- Help host bi-monthly “template office hours” to demo new templates, share tips, and gather feedback from internal teams.
- Maintain clear documentation for templates, including purpose, customization instructions, and dependencies.
- Collaborate with Product on roadmap changes that could impact template structure or functionality.
- Monitor template usage data to help identify adoption trends and recommend improvements.
Requirements
- 5+ years of experience in FP&A, financial analysis, business systems, or data/reporting analyst roles.
- Understanding of financial reporting, budgeting, and forecasting concepts.
- Strong willingness to learn Datarails and apply platform-specific formulas and integrations.
- Passion for building financial reports and models in Excel.
- Comfortable working cross-functionally with both technical and non-technical stakeholders.
- Detail-oriented with good organizational skills and the ability to manage multiple requests at once.
- Proficient in Excel/Google Sheets; experience with BI or FP&A tools is a plus.
- Nice to Have: Exposure to SaaS environments, particularly in Solutions Consulting or Implementation teams.
- Nice to Have: Familiarity with building or maintaining content libraries or templates.
- Nice to Have: Understanding of change management and adoption best practices.
