Datarails

FP&A Content and Solutions Specialist

Datarails

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Salary

💰 $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.
Benefits
  • Meaningful equity
  • US: 401(k) plan with up to 4% match and HSA & FSA Options
  • Canada: RRSP with up to 4% match
  • US: 100% paid medical, dental, and vision coverage for employees and 100% paid medical and 80% paid dental and vision coverage for dependents
  • US: $540/year toward glasses, sunglasses, or contact lenses from XP Health for employees enrolled in any Guardian Vision plan
  • Canada: Extended health, vision, and dental through Manulife (Manulife Gold plan) and virtual healthcare from Dialogue via Manulife.
  • Calm app membership
  • Paternity leave
  • Flexible, unlimited sick time and PTO (we recommend 18-25 vacation days annually)
  • 12 paid company holidays
  • Life insurance
  • CPA/CFA license renewal reimbursement
  • Ability to own your schedule (work your local time zone)
  • A collaborative, team-oriented environment, opportunity to grow at Datarails over many years

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
FP&Afinancial analysisdata analysisfinancial reportingbudgetingforecastingExcelGoogle SheetsDatarailsBI tools
Soft skills
detail-orientedorganizational skillscross-functional collaborationcommunication skillswillingness to learnability to manage multiple requests
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