Salary
💰 $85,000 - $100,000 per year
About the role
- Lead the implementation and ongoing success of the CONNECT product for customers
- Act as trusted advisor and main point of contact for finance professionals (mid-level to C-suite)
- Leverage CONNECT to deliver impactful, real-time reporting solutions across Excel, ERP, CRM, and HRIS
- Seamlessly access and integrate data from multiple sources directly within Excel
- Provide recommendations for process changes to optimize procedures and maximize outcomes
- Build long-term strategic relationships, gather requirements, and provide financial reporting support
- Drive high-impact engagements and apply FP&A knowledge in a tech-forward environment
Requirements
- 1-3 years of experience in finance or FP&A
- Deep understanding of corporate finance work processes, with emphasis on standard reporting (P&L, cash flows, budgets, and forecasts)
- Deep knowledge and solid experience in advanced Excel functions (formulas, VLOOKUP, Pivot Table, Power Query, and complex models)
- Ability to engage in professional conversations with CFOs, Finance VPs, and Directors
- Experience with various BI tools, ERP systems, and software implementation
- Bachelor's Degree or equivalent, preferably in finance, accounting, or a similar field
- 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
- A collaborative, team-oriented environment and ability to own your schedule (work your local time zone)
- 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
financial reportingExcelERPCRMHRISadvanced Excel functionsformulasVLOOKUPPivot TablePower Query
Soft skills
trusted advisorrelationship buildingcommunicationengagementrecommendationprocess optimization
Certifications
Bachelor's Degree in financeBachelor's Degree in accounting