FP&A Solution Consultant - Presales Engineer

5 days ago

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Datarails

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Datarails is a financial planning and analysis platform tailored for Excel users. It offers a software solution that automates data consolidation, financial reporting, and budgeting while allowing finance teams to maintain their own Excel spreadsheets and financial models. The platform integrates with popular accounting, ERP, and CRM systems to consolidate data in one place. Using AI, Datarails provides advanced tools such as scenario modeling and data visualization, enabling users to make informed business decisions quickly. It's designed to save time on repetitive tasks so finance professionals can focus on strategic insights.

201 - 500 employees

☁️ SaaS

💸 Finance

🤖 Artificial Intelligence

📋 Description

• 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! • 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.

🎯 Requirements

• 5-8+ years of progressive experience in accounting/finance, FP&A, or relevant sales engineering roles. • Strong grasp of financial applications, including budgeting, planning, forecasting, month-end close, financial reporting, and consolidation platforms + intermediate to advanced Excel skills • 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.

🏖️ Benefits

• Private medical and dental insurance through BUPA • Great PTO policy, parental leave, and company holidays • Collaborative work environment and team! • Autonomy over your schedule and ownership of your work