Offer summary

Qualifications:

4+ years of experience in finance, FP&A, or business analytics., Bachelor's Degree or equivalent, preferably in finance, accounting, or similar., Deep knowledge of corporate finance work processes and advanced Excel functions., Previous experience in finance tools, software implementation, or finance consulting..

Key responsabilities:

Lead product implementation for customers and provide support throughout the client lifecycle.

Create detailed business analyses to outline problems, opportunities, and solutions for customers.

Manage and validate customer data while focusing on improving customer care quality.

Build long-term strategic relationships with customers and provide necessary financial reporting support.

Do you need to extend your team or outsource development on an hourly basis? Are you looking to scale with an affordable and agile cost with your dedicated team of developers? YozmaTech got you covered. Coffee or beer? lets set a meeting: Email: info@yozmatech.com WhatsApp: 972 542549446 Top Israeli technological leaders and high-quality Ukrainian developers. No client is small or big enough and we are ready to meet any specific needs you may have. Our HR Account Managers will be in constant touch with you before, during and after the recruitment process making sure you are reviewing only relevant people for your required positions, offering competitive salaries and that your staff is happy throughout their workday because retention of employees is crucial. Once you’ve completed recruitment – we take care of everything else, while you focus on technology development only. RECRUIT TRAIN MAINTAIN RETAIN TEAM OF ANY SIZE Yozma.Tech– is a global technology company delivering dedicated staff and IT solutions with a special focus on Financial Technologies (FinTech). We specialize in fast, affordable and scalable recruitment of experienced staff across the technological spectrum while freeing you from any operational dealings and costs. Yozma.Tech global HH located in the silicon wally of the middle east- Israel. Yozma.Tech UA development center based in Lviv (Lvov) in Western Ukraine near Poland border with a new international airport, 10-minute drive to the city center with modern infrastructure, hotels, and restaurants. Lviv boasts close to 1 million residents and growing, having one of the best IT universities in Ukraine. Coffee or beer? lets set a meeting: Email: info@yozmatech.com WhatsApp: 972 542549446

Job description

Want to shape the future of finance by applying your knowledge of FP&A in a client driven role? The FP&A Customer Success Manager will own customer success by leading product implementation for customers and provide support throughout the client lifecycle. Advise finance professionals that range from middle-management to high-level executives, in both small and large US firms. If you are looking for a fantastic opportunity to join a small team with lots of room for growth and impact, we would love to meet you!

Understand current client situations, helping simplify models and existing data, as well as implementing processes and client data within the Datarails 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
Work Time zone : NY, USA (GMT-4)

Requirements

4+ years of experience in finance, FP&A, or business analytics
A deep understanding of corporate finance work processes, with emphasis on standard reporting (P&L, cashflows, budgets, and forecasts)
Deep knowledge and solid experience in advanced excel functions (formulas, Vlookup, PivotTable, Power Query and complex models)
The role involves communicating with CFOs, Finance VPs, and Directors from leading US companies, requiring the ability to engage in professional conversations
Previous experience in FP&A, finance tools, software implementation, ERP systems, or finance consulting
Significant financial modeling skills; knowing how to treat excel data and automate processes
Bachelor's Degree or equivalent, preferably in finance, accounting, or similar

Required profile