FP&A Implementation Specialist

Accountabilities

Financial Process Implementation: Analyze customers' existing financial processes, models, and data structures to identify opportunities for simplification and improvement. Implement financial workflows and customer data within the platform to support effective adoption.
Financial Planning and Analysis: Conduct detailed business analyses to identify customer challenges, opportunities, and solutions across budgeting, forecasting, financial planning, performance monitoring, financial modeling, and standard reporting.
Data Management and Validation: Manage, interpret, and validate customer-provided data to ensure accuracy, consistency, and reliability. Identify discrepancies and recommend corrective actions to improve data quality and customer outcomes.
Process Optimization: Evaluate existing financial procedures and recommend improvements that streamline workflows, increase efficiency, and strengthen reporting accuracy.
Customer Relationship Management: Build and maintain long-term relationships with customers, including CFOs, Vice Presidents, Controllers, and Directors of Finance. Understand their objectives, gather requirements, manage expectations, and provide ongoing guidance throughout implementation.
Financial Reporting Support: Help customers develop and improve reporting processes, financial models, and analytical tools that support informed business decisions.
Customer Success and Collaboration: Work proactively with customers and internal stakeholders to resolve implementation challenges, communicate progress, and ensure solutions align with business requirements and expected outcomes.
Requirements
Professional Experience: Three to five years of experience in customer success, consulting, implementation, or another customer-facing role, combined with a background in finance or accounting.
Advanced Excel Expertise: Strong practical knowledge of Excel, including formulas, VLOOKUP, PivotTables, Power Query, and complex financial models.
Financial Knowledge: Solid understanding of financial planning and analysis, including budgeting, forecasting, financial modeling, performance monitoring, and financial reporting.
Education: Bachelor's degree or equivalent professional experience.
Customer Relationship Skills: Excellent communication and relationship-building abilities, with the confidence to engage professionally with senior finance stakeholders and customers at leading organizations.
Consultative Problem-Solving: Ability to understand complex business requirements, analyze financial processes, identify improvement opportunities, and translate findings into actionable recommendations.
Data Analysis and Attention to Detail: Strong analytical skills and a methodical approach to validating financial data, improving model quality, and ensuring reliable reporting outcomes.
Organization and Adaptability: Ability to manage competing priorities, work independently, and guide customers toward successful outcomes in a dynamic, customer-focused environment.
Language Skills: Professional-level fluency in Spanish is a significant advantage.
Benefits
Competitive Compensation: Annual base salary ranging from $90,000 to $110,000 USD, depending on experience, skills, and location.
Equity Opportunities: Meaningful equity participation in the company's long-term growth.
Retirement Savings: 401(k) plan with an employer match of up to 4%.
Comprehensive Healthcare: 100% employer-paid medical, dental, and vision coverage for employees.
Dependent Healthcare Coverage: 100% employer-paid medical coverage and 80% employer-paid dental and vision coverage for eligible dependents.
Vision Benefits: Up to $540 per year toward glasses, sunglasses, or contact lenses for employees enrolled in an eligible vision plan.
Health Savings Options: Access to Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA).
Mental Wellness: Calm app membership to support mental well-being.
Flexible Paid Time Off: Flexible, generous PTO and sick leave, with a recommended 18–25 vacation days annually.
Company Holidays: 12 paid company holidays per year.
Parental Leave: Paternity leave to support employees and their families.
Financial Protection: Life insurance coverage.
Professional Development: Reimbursement for CPA and CFA license renewals.
Remote Work Flexibility: Fully remote position open to candidates residing in the United States, with the flexibility to organize working hours around their local time zone.
Collaborative Environment: Work alongside a supportive, cross-functional team in a growing financial technology business, with opportunities for professional development and long-term career growth.