FP&A Content and Solutions Specialist
Datarails
FP&A Customer Success Manager
Datarails
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇨🇦 Canada
Visit company websiteSalary
💰 $85,000 - $100,000 per year
Job Level
Junior
Tech Stack
ERP
About the role
- Lead the implementation and ongoing success of the CONNECT product for customers.
- Act as the trusted advisor and main point of contact for finance professionals—from mid-level managers to C-suite executives.
- Leverage CONNECT to deliver clients impactful, real-time reporting solutions across Excel, ERP, CRM, and HRIS systems.
- Seamlessly access and integrate data from multiple sources—directly within Excel.
- Provide recommendations for possible process changes to help optimize current procedures and maximize outcomes.
- Build long-term strategic relationships with customers, gather requirements, and follow through with necessary financial reporting support.
- Drive high-impact engagements and collaborate within a growing team for professional growth.
Requirements
- 1-3 years of experience in finance or FP&A.
- A deep understanding of corporate finance work processes, with an 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).
- The role involves communicating with CFOs, Finance VPs, and Directors from leading US companies, requiring the ability to engage in professional conversations.
- Experience with various BI tools, ERP systems, and software implementation.
- Bachelor's Degree or equivalent, preferably in finance, accounting, or a similar field.
Benefits
- 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
- Ability to own your schedule (work your local time zone)
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 reportingbudgetingforecastingdata integrationprocess optimization
Soft skills
communicationrelationship buildingadvisorycollaborationengagementprofessional growthrequirements gatheringstrategic thinkingproblem solvingcustomer support
