FP&A Solution Engineer

New York City, NY - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Come meet Datarails! Were a fast-growing (300 employees globally) FP&A platform designed to streamline and automate data consolidation reporting and planningall while letting finance teams keep using Excel. Our solution integrates with top accounting systems ERPs and CRMs to give finance teams a single source of truth helping them reduce risk drive decisions and ensure the right data is always at their fingertips.

As a Solution Engineer at Datarails youll sit on the Customer Expansion team and work directly with our existing customer base to implement add-on modules and drive adoption of new products. Youll serve as the technical expert on our full suite of offerings and partner closely with teams across product marketing and operations to shape go-to-market strategies and improve customer outcomes. This role is ideal for someone who is analytical customer-focused and comfortable wearing both a technical and strategic hat.

This position is 100% remote-based anywhere in the United States or Canada. No sponsorship or relocation assistance is available.

What Youll Do:

Partner with existing customers to design and implement additional products
Act as the technical expert on our product suite helping customers unlock new value from their Datarails investment
Advise customers on best practices for financial processes and reporting within the Datarails ecosystem
Collaborate cross-functionally with Product Marketing and Operations to support strategic initiatives and influence roadmap development
Maintain strong relationships with key customer stakeholders including Controllers Directors of Finance and CFOs
Develop and iterate on internal playbooks resources and processes for add-on product engagements.

Requirements:

13 years of experience in software implementation consulting or similar customer-facing roles finance or accounting background preferred
Advanced Excel proficiency (formulas VLOOKUP PivotTables Power Query complex models)
Strong communication and relationship-building skills - this role involves creating and managing business relationships with CFOs VPs Directors of Finance and other customers from leading US companies requiring the ability to engage in professional conversations manage expectations and guide customers to a positive outcome.
Bachelors degree or equivalent experience

What we offer:

A collaborative team-oriented environment the ability to own your own schedule (work your local time zone) and the opportunity to grow at Datarails over many years
Base compensation - The target base salary range will be between $90-110k USD per year based on multiple factors including prior experience skills and location. We are open to candidates with varying levels of experience.
Meaningful equity
US: 401(k) plan with up to 4% match and HSA & FSA Options
Canada: RRSP with up to 4% match
US: 100% paid medical dental and vision coverage for employees and 100% paid medical and 80% paid dental and vision coverage for dependents
US: $540/year toward glasses sunglasses or contact lenses from XP Health for employees enrolled in any Guardian Vision plan
Canada: Extended health vision and dental through Manulife (Manulife Gold plan) and virtual healthcare from Dialogue via Manulife.
Calm app membership
Paternity leave
Flexible unlimited sick time and PTO (we recommend 18-25 vacation days annually)
12 paid company holidays
Life insurance
CPA/CFA license renewal reimbursement

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.

This position is 100% remote-based anywhere in the United States or Canada. No sponsorship or relocation assistance is available.

What Youll Do:

Partner with existing customers to design and implement additional products
Act as the technical expert on our product suite helping customers unlock new value from their Datarails investment
Advise customers on best practices for financial processes and reporting within the Datarails ecosystem
Collaborate cross-functionally with Product Marketing and Operations to support strategic initiatives and influence roadmap development
Maintain strong relationships with key customer stakeholders including Controllers Directors of Finance and CFOs
Develop and iterate on internal playbooks resources and processes for add-on product engagements.

Requirements:

13 years of experience in software implementation consulting or similar customer-facing roles finance or accounting background preferred
Advanced Excel proficiency (formulas VLOOKUP PivotTables Power Query complex models)
Strong communication and relationship-building skills - this role involves creating and managing business relationships with CFOs VPs Directors of Finance and other customers from leading US companies requiring the ability to engage in professional conversations manage expectations and guide customers to a positive outcome.
Bachelors degree or equivalent experience

What we offer:

A collaborative team-oriented environment the ability to own your own schedule (work your local time zone) and the opportunity to grow at Datarails over many years
Base compensation - The target base salary range will be between $90-110k USD per year based on multiple factors including prior experience skills and location. We are open to candidates with varying levels of experience.
Meaningful equity
US: 401(k) plan with up to 4% match and HSA & FSA Options
Canada: RRSP with up to 4% match
US: 100% paid medical dental and vision coverage for employees and 100% paid medical and 80% paid dental and vision coverage for dependents
US: $540/year toward glasses sunglasses or contact lenses from XP Health for employees enrolled in any Guardian Vision plan
Canada: Extended health vision and dental through Manulife (Manulife Gold plan) and virtual healthcare from Dialogue via Manulife.
Calm app membership
Paternity leave
Flexible unlimited sick time and PTO (we recommend 18-25 vacation days annually)
12 paid company holidays
Life insurance
CPA/CFA license renewal reimbursement