FP&A Solution Consultant (presales engineer)

Datarails; Carpinteria (CA); Remote; USD 110,000 - 190,000; Full time

Job summary

Join a leading financial planning platform as a PreSales FP&A Solutions Consultant. This remote role involves engaging with CFOs, conducting product demos, and collaborating with sales teams to showcase Datarails' capabilities. Ideal candidates have extensive experience in finance and strong Excel skills, aiming to transform FP&A into a value-added function.

Benefits

Parental Leave

Meaningful Equity

401(k) Plan with up to 4% match

Top-of-the-line Healthcare

Flexible PTO + 12 paid company holidays

Life Insurance

Qualifications

• 5-8+ years of experience in accounting/finance or relevant sales engineering roles.
• Strong grasp of budgeting, planning, forecasting, and financial reporting.

Responsibilities

• Engage with CFOs to understand FP&A business requirements.
• Conduct product demos and develop Proof of Concepts.
• Collaborate with sales team on strategies and proposals.

Skills

Financial Applications

Presentation Skills

Business Acumen

Education

Bachelor's degree in Accounting or Business/Finance

Tools

Excel

Job 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-added powerhouse.

This is a 100% remote position.

What you'll do :

• Engage in deep dives with CFOs and finance teams. Ask the right questions to understand their FP&A business requirements, internal processes, and customize their Datarails experience.
• Conduct captivating product demos and deep dives 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 in the finance industry.
• 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 :

• The target OTE for this role is $140-190k USD (base salary ~110-140k). Multiple factors, including prior experience, skill set, and location, determine final offer amounts.
• Parental leave
• Meaningful equity
• 401(k) plan with up to 4% match
• Top-of-the-line healthcare (medical, vision, and dental), with 100% paid coverage for employees + generous coverage for dependents
• Flexible PTO + 12 paid company holidays
• Life insurance
• And more!

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.