Implementation Engineer – Central Fill
Capsa Healthcare
SQL
FP&A Implementation Specialist
Datarails
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $90,000 - $110,000 per year
Job Level
Mid-LevelSenior
About the role
- Understand current client situations, helping simplify models and existing data, as well as implementing processes and client data within company's environment
- Create a detailed business analysis, outlining problems, opportunities and solutions for our customers by successful advising on: Budgeting and forecasting, planning and monitoring, financial modeling, standard reporting and more
- Manage, interpret, and validate all data that is produced by the customer, maintaining the focus on improving the quality of customer care
- Provide recommendations for possible process changes to help optimize current procedures in support of maximizing outcomes
- Build long term strategic relationships with customers, gather requirements, and follow through with necessary financial reporting support.
Requirements
- 3-5 years of experience in customer success, consulting, or similar customer-facing roles, and a finance or accounting background
- Deep knowledge and solid experience in advanced Excel functions (formulas, Vlookup, Pivot Table, Power Query, and complex models)
- Strong communication and relationship-building skills - this role involves creating and managing business relationships with CFOs, VPs, Directors of Finance, and other customers from leading US companies, requiring the ability to engage in professional conversations, manage expectations, and guide customers to a positive outcome.
- Bachelor's degree or equivalent experience
Benefits
- 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
business analysisbudgetingforecastingfinancial modelingstandard reportingadvanced Excel functionsformulasVlookupPivot TablePower Query
Soft skills
communication skillsrelationship-building skillscustomer successconsultingmanaging expectationsguiding customersproblem-solvingstrategic relationship management
Certifications
Bachelor's degree
