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 and build long-term strategic relationships
  • Customize and implement the Datarails FP&A platform for customers
  • Understand client situations and simplify financial models and existing data
  • Create detailed business analyses outlining problems, opportunities, and solutions (budgeting, forecasting, planning, monitoring, financial modeling, reporting)
  • Manage, interpret, and validate customer data to improve quality of care
  • Provide recommendations for process changes to optimize procedures and outcomes
  • Gather requirements and provide ongoing financial reporting support and training on product updates
  • Participate in upselling and renewal conversations to support customer retention and growth

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; ability to engage with CFOs, VPs and Directors of Finance
  • Comfort with upselling and renewal conversations
  • Bachelor's degree or equivalent experience
  • Must be based in the UK; no sponsorship or relocation assistance available
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