Want to shape the future of finance by applying your knowledge of FP&A to provide an automated solution?
The FP&A Customer Success Manager will own customer success by leading product implementation for customers and providing support throughout the client lifecycle.
Support finance professionals ranging 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 team with lots of room for growth and impact, we would love to meet you!
What You’ll Do:
Understand current client situations and simplify models and existing procedures by implementing processes within the company platform.
Utilize the company platform and its tools to provide successful solutions for budgeting and forecasting, planning and monitoring, financial modeling, standard reporting, and more.
Provide recommendations for possible process changes to help optimize current procedures and maximize outcomes.
Build long-term strategic relationships with customers, gather requirements, and follow through with necessary financial reporting support.
The FP&A Customer Success Manager will own customer success by leading product implementation for customers and providing support throughout the client lifecycle.
Support finance professionals ranging 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 team with lots of room for growth and impact, we would love to meet you!
What You’ll Do:
Understand current client situations and simplify models and existing procedures by implementing processes within the company platform.
Utilize the company platform and its tools to provide successful solutions for budgeting and forecasting, planning and monitoring, financial modeling, standard reporting, and more.
Provide recommendations for possible process changes to help optimize current procedures and maximize outcomes.
Build long-term strategic relationships with customers, gather requirements, and follow through with necessary financial reporting support.
Requirements:
2+ years of experience in finance or FP&A.
Native English language proficiency.
A deep understanding of corporate finance work processes, with an emphasis on standard reporting (P&L, cash flows, 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.
Experience with various BI tools, ERP systems, and software implementation.
Significant financial modeling skills; knowing how to handle Excel data and automate processes.
Bachelor’s Degree or equivalent, preferably in finance, accounting, or a similar field.
2+ years of experience in finance or FP&A.
Native English language proficiency.
A deep understanding of corporate finance work processes, with an emphasis on standard reporting (P&L, cash flows, 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.
Experience with various BI tools, ERP systems, and software implementation.
Significant financial modeling skills; knowing how to handle Excel data and automate processes.
Bachelor’s Degree or equivalent, preferably in finance, accounting, or a similar field.
This position is open to all candidates.
