Required FP&A Onboarding Manager
Description
Want to shape the future of finance by applying your knowledge of FP&A to provide an automated solution? The FP&A Onboarding 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!
Your Impact
As a trusted partner, youll collaborate with CFOs, VPs, and Directors of Finance, helping them streamline processes, optimize reporting, and unlock new insights. Your expertise in FP&A and financial modeling will drive real business impact for both small and large US businesses.
What You'll Do
Lead customer onboarding, ensuring a smooth and successful implementation of the platform
Simplify financial models, integrating them into an automated workflow
Provide expert guidance on budgeting, forecasting, and reporting best practices
Offer strategic recommendations to enhance efficiency and maximize outcomes
Build lasting relationships with finance professionals and deliver ongoing support.
Description
Want to shape the future of finance by applying your knowledge of FP&A to provide an automated solution? The FP&A Onboarding 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!
Your Impact
As a trusted partner, youll collaborate with CFOs, VPs, and Directors of Finance, helping them streamline processes, optimize reporting, and unlock new insights. Your expertise in FP&A and financial modeling will drive real business impact for both small and large US businesses.
What You'll Do
Lead customer onboarding, ensuring a smooth and successful implementation of the platform
Simplify financial models, integrating them into an automated workflow
Provide expert guidance on budgeting, forecasting, and reporting best practices
Offer strategic recommendations to enhance efficiency and maximize outcomes
Build lasting relationships with finance professionals and deliver ongoing support.
Requirements:
4+ years of experience in finance or FP&A, with deep knowledge of corporate finance processes
Advanced Excel expertise (VLOOKUP, Pivot Tables, financial modeling)
Strong communication skills with the ability to engage C-level executives and finance leaders
Experience with BI tools, ERP systems, and software implementation
Bachelors degree in finance, accounting, or a related field.
4+ years of experience in finance or FP&A, with deep knowledge of corporate finance processes
Advanced Excel expertise (VLOOKUP, Pivot Tables, financial modeling)
Strong communication skills with the ability to engage C-level executives and finance leaders
Experience with BI tools, ERP systems, and software implementation
Bachelors degree in finance, accounting, or a related field.
This position is open to all candidates.
