FP&A Solution Consultant (presales engineer)

DataRails; United Kingdom; Remote; GBP 100,000 - 125,000; Full time

Job summary

A financial technology company is seeking an FP&A Solution Consultant to engage with CFOs and customize financial solutions. This remote position requires 5-8 years of experience in finance or relevant sales roles, alongside strong Excel skills. The consultant will demonstrate product capabilities and collaborate with teams to meet customer needs, offering a flexible schedule and competitive benefits.

Benefits

Private medical and dental insurance

Great PTO policy

Collaborative work environment

Qualifications

• 5-8+ years of experience in accounting/finance, FP&A, or relevant sales engineering roles.
• Understanding of budgeting, forecasting, and reporting processes.
• Ability to demonstrate solutions based on customer requirements.

Responsibilities

• Engage with CFOs and finance teams to customize Datarails experience.
• Conduct product demos and identify customer pain points.
• Develop Proof of Concepts (POCs) with internal teams.

Skills

Financial applications knowledge

Intermediate to advanced Excel skills

Excellent presentation skills

Strong business acumen

Collaborative skill set

Education

Bachelor's degree in Accounting or Business/Finance

Job description

FP&A Solution Consultant (presales engineer)

• Sales
• United Kingdom

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!

Are you ready to showcase your skills to CFOs and revolutionize finance? Love Microsoft Excel (we do, too!)? This is an opportunity to apply your expertise and transform FP&A from a task-centric function to a value-add powerhouse.

This is a 100% remote, full-time (~40 hours/week) position open to candidates in the UK. Work schedule will require some overlap with US eastern time, but we are flexible and will work with you to determine a specific schedule.

What you'll do:

• 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.

What we need/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.

What we offer:

• 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

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.