Datarails

FP&A Content & Solutions Specialist

Datarails

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

Visit company website
AI Apply
Apply

Salary

💰 $110,000 - $130,000 per year

Job Level

Mid-LevelSenior

About the role

  • Template Library Support
  • Assist in curating, version-controlling, and maintaining the standardized FP&A template library.
  • Learn and become proficient in Datarails to customize templates with platform-specific formulas and integrations.
  • Archive or deprecate underutilized templates based on usage analytics and team feedback.
  • Collaboration & Intake Support
  • SC team in preparing templates for deep dive calls with prospects.
  • Ensure template continuity from pre-sales to implementation to enable a smoother client handoff.
  • Assist in scoping and delivering custom template requests from SC and CS teams.
  • Enablement & Communication
  • Help host bi-monthly “template office hours” to demo new templates, share tips, and gather feedback from internal teams.
  • Maintain clear documentation for templates, including purpose, customization instructions, and dependencies.
  • Continuous Improvement
  • Collaborate with Product on roadmap changes that could impact template structure or functionality.
  • Monitor template usage data to help identify adoption trends and recommend improvements.

Requirements

  • 5+ years of experience in FP&A, financial analysis, business systems, or data/reporting analyst roles.
  • Understanding of financial reporting, budgeting, and forecasting concepts.
  • Strong willingness to learn Datarails and apply platform-specific formulas and integrations.
  • Passion for building financial reports and models in Excel.
  • Comfortable working cross-functionally with both technical and non-technical stakeholders.
  • Detail-oriented with good organizational skills and the ability to manage multiple requests at once.
  • Proficient in Excel/Google Sheets; experience with BI or FP&A tools is a plus.
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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial analysisfinancial reportingbudgetingforecastingExcelGoogle SheetsDatarailstemplate customizationdata analyticsbusiness systems
Soft skills
collaborationorganizational skillsdetail-orientedcommunicationcross-functional teamworkfeedback gatheringcontinuous improvementclient handoffdocumentationwillingness to learn
UAB Medicine

Financial Analyst

UAB Medicine
Mid · Seniorfull-time$65k–$75k / year🇺🇸 United States
Posted: 1 hour agoSource: boards.greenhouse.io
Wellstar Health System

Senior Workday ERP System Analyst, Finance

Wellstar Health System
Seniorfull-time🇺🇸 United States
Posted: 2 hours agoSource: wellstar.wd1.myworkdayjobs.com
ERP
Assurant

AVP, Financial Data Management and Governance

Assurant
Leadfull-time$141k–$236k / year🇺🇸 United States
Posted: 4 hours agoSource: assurant.wd1.myworkdayjobs.com
CloudERPOraclePMP
Boston Medical Center (BMC)

Patient Access Services Supervisor – Pre-Registration and Financial Clearance

Boston Medical Center (BMC)
Mid · Seniorfull-timeMassachusetts · 🇺🇸 United States
Posted: 6 hours agoSource: bmc.wd1.myworkdayjobs.com