FP&A & EPM Customer Success Manager

Codex; United Kingdom; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading recruitment firm in the UK is seeking a Customer Success Manager to join their new EPM practice. In this role, you will work closely with senior finance leaders to implement and ensure the adoption of financial tools, driving impactful outcomes for clients. The ideal candidate has over 3 years of experience in finance or FP&A and advanced Excel skills. This is an exciting opportunity in a tech-forward environment that combines finance and technology.

Qualifications

• Over 3+ years of experience in finance or FP&A.
• Strong understanding of P&L, cash flow, budgets, and forecasts.
• Confident communicator with senior finance leaders.

Responsibilities

• Deliver and support real-time reporting solutions.
• Help clients integrate and analyze data seamlessly within Excel.
• Recommend process improvements to optimize workflows.

Skills

Experience in finance or FP&A

Corporate finance processes

Advanced Excel skills

Confident communicator

EPM implementation experience

Education

Bachelor’s degree in finance, accounting, or a related field

Tools

Excel

Anaplan

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Job description

A leading recruitment firm in the UK is seeking a Customer Success Manager to join their new EPM practice. In this role, you will work closely with senior finance leaders to implement and ensure the adoption of financial tools, driving impactful outcomes for clients. The ideal candidate has over 3 years of experience in finance or FP&A and advanced Excel skills. This is an exciting opportunity in a tech-forward environment that combines finance and technology.