FP&A Implementation Specialist

Description

Come build the future of finance with Datarails. We're a global, AI-powered FinanceOS company helping finance teams transform the way they work. By combining intelligent automation, AI, and seamless integrations with the tools finance teams already know and trust, we empower organizations to make faster, smarter decisions with confidence. With approximately 350 employees worldwide, we're building the next generation of finance technology - where innovation, collaboration, and customer success go hand in hand.

If you're looking for a fantastic opportunity to join a growing startup in a role with massive impact, we would love to meet you!

This position is 100% remote in the United States. No sponsorship or relocation assistance is available.

What You’ll Do

• Understand current client situations, helping simplify models and existing data, as well as implementing processes and client data within the company's environment
• Create a detailed business analysis, outlining problems, opportunities, and solutions for our customers by successfully 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
• Professional-level fluency in Spanish is a significant plus. 

What We Offer

• A collaborative, team-oriented environment, the ability to own your schedule (work your local time zone), and the opportunity to grow at Datarails over many years