Salary
💰 $110,000 - $140,000 per year
About the role
- Engage in deep dives with CFOs and finance teams to understand FP&A business requirements and internal processes
- Customize customers' Datarails experience and conduct product demos and deep dives with finance teams
- Identify customer pain points and complementary solutions
- Collaborate with internal teams to develop Proof of Concepts (POCs) showcasing Datarails capabilities and value
- Partner closely with the sales team to evaluate sales strategies and provide solution recommendations
- Leverage understanding of competitive products and technologies to position Datarails effectively
- Assist in developing proposals and responses to RFI and RFP documents
Requirements
- 5-8+ years of progressive experience in accounting/finance, FP&A, or relevant sales engineering roles in the finance industry
- Strong grasp of financial applications, including budgeting, planning, forecasting, month-end close, financial reporting, and consolidation platforms
- Intermediate to advanced Excel skills
- Ability to gather and understand potential customers' requirements using a consultative approach
- Excellent presentation skills
- Strong business acumen and collaborative, team-oriented attitude
- Understanding of budgeting, forecasting, and reporting processes across multiple industries (manufacturing, services, banking, insurance, etc.) a plus
- Bachelor's degree in Accounting or Business/Finance a plus
- Meaningful equity
- 401(k) plan with up to 4% match (US) and HSA & FSA Options
- RRSP with up to 4% match (Canada)
- 100% paid medical, dental, and vision coverage for employees (US)
- 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 (US)
- Extended health, vision, and dental through Manulife (Manulife Gold plan) and virtual healthcare from Dialogue via Manulife (Canada)
- 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
- 100% remote position
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
FP&Afinancial applicationsbudgetingplanningforecastingfinancial reportingconsolidationExcel
Soft skills
presentation skillsbusiness acumencollaborative attitudeconsultative approach
Certifications
Bachelor's degree in AccountingBachelor's degree in BusinessBachelor's degree in Finance