Customer Success Manager (hold)

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