FPA Solution Consultant

Datarails is the financial planning and analysis platform that automates data consolidation, reporting and planning, while enabling finance teams to continue using their own Excel spreadsheets and financial models. Datarails integrates with the most popular accounting software, ERPs and CRMs so all your data can be consolidated. Reduce risk, make informed decisions, and ensure stakeholders have the most reliable data at their fingertips. Transform your Excel into a lean, mean, FP&A machine.

Join our dynamic team as a PreSales FP&A Solutions Consultant and play a pivotal role in driving the future of FP&A! Are you ready to showcase your skills to CFOs and revolutionize finance? This is an opportunity to apply your expertise and transform FP&A from a task-centric function to a value-add powerhouse.

Lead engaging discussions with CFOs, unlocking the power of Datarails to address their unique business requirements and streamline their financial processes.

Conduct captivating product demos, highlighting how Datarails can alleviate pain points and provide comprehensive solutions to prospective customers in the FP&A space.

Collaborate closely with the sales team, evaluating strategies, and providing expert insights to drive successful outcomes.

Engage in deep discussions with CFOs and finance teams to understand their FP&A business requirements, internal processes, and customize their Datarails 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 Datarails.

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 Datarails effectively in sales presentations.

Assist in the development of proposals and responses to RFI and RFP documents.

The base salary range for this role is $120 - 140K/year + variable MBO bonus. Final offer amounts are determined by multiple factors including prior experience, value add, and may vary from the amount above. Compensation package also includes meaningful equity and a 401(k) plan with 4% matching

Top-of-the-line healthcare (medical, vision, and dental), with 100% paid coverage for you and your dependents

Unlimited paid time off

Perks include: mental health & wellness services, HSA + FSA, commuter benefits, professional development programs and more

We help our team build their career and unleash their potential - we foster top talent and build distinct tailored growth plans which elevate both skills and income

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.

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 Datarails 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.

Remote Work :

Yes

Employment Type :

Full-time