FP&A Implementation Specialist

Summary

Datarails is a global, AI-powered FinanceOS company helping finance teams transform the way they work through intelligent automation, AI, and seamless integrations. The FP&A Implementation Specialist will advise customers on financial planning and reporting, implement client data and processes, validate data quality, and build long-term strategic customer relationships.

Responsibilities

• 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

Skills

• 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
• This position is 100% remote in the United States. No sponsorship or relocation assistance is available
• Professional-level fluency in Spanish is a significant plus

Qualifications

Must Haves

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

Nice to Haves

• Professional-level fluency in Spanish is a significant plus

Benefits

• 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
• Meaningful equity
• 401(k) plan with up to 4% match and HSA & FSA Options
• 100% paid medical, dental, and vision coverage for employees and 100% paid medical and 80% paid dental and vision coverage for dependents
• $540/year toward glasses, sunglasses, or contact lenses from XP Health for employees enrolled in any Guardian Vision plan
• Calm app membership
• Paternity leave
• Flexible, generous sick time and PTO (we recommend 18-25 vacation days annually)
• 12 paid company holidays
• Life insurance
• CPA/CFA license renewal reimbursement