FP&A Solution Consultant, Presales Engineer
Datarails
FP&A Solution Consultant, Presales Engineer
Datarails
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $110,000 - $140,000 per year
Job Level
Mid-LevelSenior
About the role
- Engage in deep dives with CFOs and finance teams to understand FP&A business requirements and internal processes.
- Ask the right questions to understand requirements and customize the Datarails experience.
- Conduct captivating product demos and deep dives with finance teams, understanding pain points and identifying complementary solutions.
- Collaborate with internal teams to develop Proof of Concepts (POCs) that showcase capabilities and value of Datarails.
- Partner closely with the sales team to evaluate and assist in sales strategies and provide solution recommendations.
- Leverage understanding of competitive products and technologies to position Datarails effectively in sales presentations.
- Assist in development of 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, with the ability to communicate complex concepts effectively and clearly.
- Strong business acumen, collaborative skill set, and a team-oriented everyone-wins attitude.
- Understanding of budgeting, forecasting, and reporting processes across multiple industries such as manufacturing, services, banking, insurance, etc., a plus.
- Bachelor's degree in Accounting or Business/Finance, a plus.
Benefits
- Meaningful equity
- 401(k) plan with up to 4% match (US)
- 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 for employees enrolled in any Guardian Vision plan (US)
- Extended health, vision, and dental through Manulife (Canada)
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
FP&Afinancial applicationsbudgetingplanningforecastingmonth-end closefinancial reportingconsolidation platformsExcel
Soft skills
presentation skillsconsultative approachbusiness acumencollaborative skill setteam-oriented attitude
Certifications
Bachelor's degree in AccountingBachelor's degree in BusinessBachelor's degree in Finance
