Join our dynamic team as a PreSales FP&A Solutions Consultant and play a pivotal role in driving the future of FP&A!
What You’ll Do:
Engage in deep discussions with CFOs and finance teams to understand their FP&A business requirements, internal processes, and customize their experience.
Conduct captivating product demos with finance teams, understanding their pain points and identifying complementary solutions.
Collaborate with internal teams to develop Proof of Concepts (POCs) that showcase the capabilities and value of .
Partner closely with the sales team, evaluating and assisting in sales strategies and providing solution recommendations.
Leverage your in-depth understanding of competitive products and technologies to position effectively in sales presentations.
Assist in the development of proposals and responses to RFI and RFP documents.
What You’ll Do:
Engage in deep discussions with CFOs and finance teams to understand their FP&A business requirements, internal processes, and customize their experience.
Conduct captivating product demos with finance teams, understanding their pain points and identifying complementary solutions.
Collaborate with internal teams to develop Proof of Concepts (POCs) that showcase the capabilities and value of .
Partner closely with the sales team, evaluating and assisting in sales strategies and providing solution recommendations.
Leverage your in-depth understanding of competitive products and technologies to position effectively in sales presentations.
Assist in the development of proposals and responses to RFI and RFP documents.
Requirements:
5-8+ years of progressive experience in accounting / finance, FP&A, or relevant sales engineering roles.
Strong grasp of the financial applications, including budgeting, planning, forecasting, month-end close, financial reporting, and consolidation platforms.
Ability to gather and understand potential customers’ requirements, using a consultative approach to effectively demonstrate how we meets their needs.
Excellent presentation skills, with the ability to communicate complex concepts effectively and clearly.
Strong business acumen, collaborative skill set, and a team oriented everyone wins attitude.
Understanding of budgeting, forecasting, and reporting processes across multiple industries such as manufacturing, services, banking, insurance, etc., a plus
Bachelor’s degree in Accounting or Business/Finance, a plus.
5-8+ years of progressive experience in accounting / finance, FP&A, or relevant sales engineering roles.
Strong grasp of the financial applications, including budgeting, planning, forecasting, month-end close, financial reporting, and consolidation platforms.
Ability to gather and understand potential customers’ requirements, using a consultative approach to effectively demonstrate how we meets their needs.
Excellent presentation skills, with the ability to communicate complex concepts effectively and clearly.
Strong business acumen, collaborative skill set, and a team oriented everyone wins attitude.
Understanding of budgeting, forecasting, and reporting processes across multiple industries such as manufacturing, services, banking, insurance, etc., a plus
Bachelor’s degree in Accounting or Business/Finance, a plus.
This position is open to all candidates.
