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
- Ask the right questions and customize customers' Datarails experience
- Conduct captivating product demos and deep dives with finance teams to identify 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 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 and collaborative, team-oriented mindset
- Understanding of budgeting, forecasting, and reporting processes across multiple industries (manufacturing, services, banking, insurance) a plus
- Bachelor's degree in Accounting or Business/Finance a plus
- 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
- 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
- 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
- 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 reportingconsolidation platformsExcel
Soft skills
consultative approachpresentation skillscommunicationbusiness acumencollaborative mindset
Certifications
Bachelor's degree in AccountingBachelor's degree in BusinessBachelor's degree in Finance