FP&A Implementation Specialist
New
D
DatarailsFinTech FP&A
Candidates in the Eastern time zone in the United States, Eastern time zoneFull-TimeMiddle
Salary90,000 - 110,000 USD per year
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Job Details
- Experience
- 3-5 years
- Required Skills
- Business AnalysisMicrosoft ExcelBudgetingCustomer Success
Requirements
- 3-5 years of experience in customer success, consulting, or similar customer-facing roles
- Finance or accounting background
- Deep knowledge and experience in advanced Excel functions (formulas, Vlookup, Pivot Table, Power Query, and complex models)
- Strong communication and relationship-building skills
- Bachelor's degree or equivalent experience
Responsibilities
- 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
- Advise on budgeting, forecasting, planning, monitoring, and financial modeling
- Manage, interpret, and validate all data produced by the customer
- Provide recommendations for possible process changes to help optimize current procedures
- Build long term strategic relationships with customers
- Gather requirements and follow through with necessary financial reporting support
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