FP&A Implementation Specialist
Datarails
FP&A Implementation Specialist
Datarails
full-time
Posted on:
Origin: • 🇬🇧 United Kingdom
Visit company websiteJob Level
JuniorMid-Level
About the role
- Datarails is the financial planning and analysis platform that automates data consolidation, reporting, and planning while enabling finance teams to continue using their own Excel spreadsheets and financial models.
- Datarails integrates with the most popular accounting software, ERPs, and CRMs, so all your data can be consolidated.
- Reduce risk, make informed decisions, and ensure stakeholders have the most reliable data at their fingertips.
- Transform your Excel into a lean, mean, FP&A machine!
- As an FP&A Implementation Specialist, you will be advising finance professionals from middle management through the C-suite, customizing their Datarails platform, and training them on product updates.
- This position is 100% remote-based anywhere in the UK. No sponsorship or relocation assistance is available.
- What You'll Do Understand current client situations, helping simplify models and existing data. Create a detailed business analysis, outlining problems, opportunities, and solutions for our customers by successfully advising on: Budgeting and forecasting, planning and monitoring, financial modeling, standard reporting, and more.
- Manage, interpret, and validate all data that is produced by the customer, maintaining the focus on improving the quality of customer care.
- Provide recommendations for possible process changes to help optimize current procedures in support of maximizing outcomes.
- Build long-term strategic relationships with customers, gather requirements, and follow through with necessary financial reporting support.
Requirements
- 2+ years of experience in customer success, consulting, or a similar customer-facing role, and a 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 - this role involves creating and managing business relationships with CFOs, VPs and Directors of Finance, and other customers from leading US companies, requiring the ability to engage in professional conversations, manage expectations, and guide customers to a positive outcome.
- Comfort level with upselling and renewal conversations.
- Bachelor's degree or equivalent experience.
