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.
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.
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.
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.