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FP&A Customer Success Manager - Remote Nearshore

Role overview

Qualifications

  • 4+ years of experience in finance, FPA, or business analytics
  • A deep understanding of corporate finance work processes, with emphasis on standard reporting (P&L, cash flows, budgets, and forecasts)
  • Deep knowledge and solid experience in advanced Excel functions (formulas, VLOOKUP, Pivot Tables, Power Query and complex models)
  • Significant financial modeling skills; knowing how to treat Excel data and automate processes

Responsibilities

  • Understand current client situations, helping simplify models and existing data, as well as implementing processes and client data
  • 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
  • Build long term strategic relationships with customers, gather requirements, and follow through with necessary financial reporting support

About the company

Next Idea Tech, Inc logo

Next Idea Tech, Inc

IT Services & IT Consulting

Company details

IndustryIT Services & IT Consulting

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Job description

This is a remote position.

Next Idea Tech is a leader in providing remote nearshore opportunities. With us, you get access to challenging and lucrative jobs with top U.S. companies.

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
  • 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


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, Pivot Table, 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
  • Bachelors Degree or equivalent, preferably in finance, accounting, or similar


Benefits

Remote
End year bonus
Continuous Education Opportunities
Paid ISP bill


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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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