FP&A Implementation Specialist
Datarails Open · verified Oct 16, 2026 At a glance
Mid-level Solutions & Sales Engineering role at Datarails. United States.
In listing
growthroles summary, based on the employer's posting.
What you'll do
- Review customers’ existing models and data, then set up their finance processes and information in the platform
- Advise customers on budgeting, forecasting, financial modeling, planning, monitoring, and standard reporting
- Check and interpret customer-produced data, validating it while improving the quality of customer support
- Identify process changes that could improve customers’ current procedures and outcomes
- Build lasting customer relationships, gather requirements, and provide the financial reporting support they need
What you bring
- Three to five years in customer success, consulting, or a similar customer-facing role, plus a finance or accounting background
- Strong command of advanced Excel, including formulas, VLOOKUP, PivotTables, Power Query, and complex models
- A bachelor’s degree or equivalent experience
Who this fits
This role suits someone comfortable advising finance leaders and customers through professional conversations, setting expectations, and guiding them toward outcomes. It is fully remote within the United States, with work scheduled in your local time zone. You must already be authorized to work without sponsorship and be able to work without relocation assistance. Professional Spanish fluency is a plus.
From the employer
Description
Come build the future of finance with Datarails. We're a global, AI-powered FinanceOS company helping finance teams transform the way they work. By combining intelligent automation, AI, and seamless integrations with the tools finance teams already know and trust, we empower organizations to make faster, smarter decisions with confidence. With approximately 350 employees worldwide, we're building the next generation of finance technology - where innovation, collaboration, and customer success go hand in hand.
If you're looking for a fantastic opportunity to join a growing startup in a role with massive impact, we would love to meet you!
This position is 100% remote in the United States. No sponsorship or relocation assistance is available.
What You’ll Do
- Understand current client situations, helping simplify models and existing data, as well as implementing processes and client data within the company's environment
- Create a detailed business analysis, outlining problems, opportunities, and solutions for our customers by successfully 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
- 3-5 years of experience in customer success, consulting, or similar customer-facing roles, AND a finance or accounting background
- Deep knowledge and solid experience in advanced Excel functions (formulas, Vlookup, Pivot Table, Power Query, and complex models)
- Strong communication and relationship-building skills - this role involves creating and managing business relationships with CFOs, VPs, Directors of Finance, and other customers from leading US companies, requiring the ability to engage in professional conversations, manage expectations, and guide customers to a positive outcome.
- Bachelor's degree or equivalent experience
- Professional-level fluency in Spanish is a significant plus.
What We Offer
- A collaborative, team-oriented environment, the ability to own your schedule (work your local time zone), and the opportunity to grow at Datarails over many years
- Base compensation - The target base salary range will be between $90-110k USD per year, based on multiple factors including prior experience, skills, and location. We are open to candidates with varying levels of experience.
- Meaningful equity
- 401(k) plan with up to 4% match and HSA & FSA Options
- 100% paid medical, dental, and vision coverage for employees and 100% paid medical and 80% paid dental and vision coverage for dependents
- $540/year toward glasses, sunglasses, or contact lenses from XP Health for employees enrolled in any Guardian Vision plan
- Calm app membership
- Paternity leave
- Flexible, generous sick time and PTO (we recommend 18-25 vacation days annually)
- 12 paid company holidays
- Life insurance
- CPA/CFA license renewal reimbursement
We want to make sure everyone has an equal chance to participate and make a difference. Datarails is an equal opportunity employer and prioritizes building a diverse and inclusive workplace. We provide equal employment opportunities to all employees and applicants of any type and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or other non-job related characteristics or other prohibited grounds specified in applicable federal, state, and local laws. Datarails’ policy is to comply with all applicable laws related to nondiscrimination and equal opportunity and will not tolerate discrimination or harassment based on any of these characteristics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
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