Datarails

FP&A Implementation Specialist

Datarails

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇬🇧 United Kingdom

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Job Level

JuniorMid-Level

About the role

  • Advise finance professionals (middle management through C-suite) and customize their Datarails platform
  • Train customers on product updates
  • Understand client situations; simplify models and existing data
  • Create detailed business analyses outlining problems, opportunities, and solutions (budgeting, forecasting, planning, financial modeling, reporting)
  • Manage, interpret, and validate customer-produced data to improve quality of customer care
  • Recommend process changes to optimize procedures and outcomes
  • Build long-term strategic relationships, gather requirements, and provide financial reporting support

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 (engaging with CFOs, VPs, Directors of Finance)
  • Comfort with upselling and renewal conversations
  • Bachelor's degree or equivalent experience
  • Eligible to work in the UK; no sponsorship or relocation assistance available
Benefits
  • Competitive compensation, ongoing recognition, and, most importantly, a chance to learn, contribute, and develop your skills.
  • A supportive, agile, and creative work environment with brilliant colleagues!
  • Private medical and dental insurance through BUPA
  • Pension scheme with salary sacrifice OR net pay options with 3% employer pension contribution
  • 20 days of PTO + 8 paid company holidays + 7 days of company-provided sick leave

Applicant Tracking System Keywords

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

Hard skills
advanced Excel functionsformulasVlookupPivot TablePower Queryfinancial modelingbudgetingforecastingreporting
Soft skills
strong communication skillsrelationship-building skillscustomer successconsultingproblem-solvingprocess optimization
Certifications
Bachelor's degree
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