Strategic FP&A Leader
2 days ago
The Matrix Global Services team is seeking an experienced FP&A professional to drive customer success in the US market.
Key Responsibilities- Own customer implementation and provide ongoing support throughout the client lifecycle.
- Advise finance professionals across middle-management to executive levels in small and large US firms.
- 4+ years of experience in finance, FP&A, or business analytics with a deep understanding of corporate finance work processes.
- Advanced Excel skills including formulas, VLOOKUP, Pivot Tables, Power Query, and complex models.
- Ability to communicate effectively with CFOs, Finance VPs, and Directors from leading US companies.
- Previous experience in FP&A, finance tools, software implementation, ERP systems, or finance consulting.
- Bachelor's Degree or equivalent in finance, accounting, or a related field.
This is an excellent opportunity for a strategic FP&A leader to shape the future of finance by applying their knowledge in a client-driven role. As an FP&A Customer Success Manager, you will own customer implementation and provide ongoing support throughout the client lifecycle.
You will advise finance professionals across middle-management to executive levels in small and large US firms, helping them simplify models and existing data, and implementing processes and client data within the Datarails environment.
The ideal candidate will have a proven track record of successfully advising on budgeting and forecasting, planning and monitoring, financial modeling, standard reporting, and more. They will also be able to manage, interpret, and validate all data produced by the customer, maintaining a focus on improving the quality of customer care.
In addition, they will provide recommendations for possible process changes to help optimize current procedures in support of maximizing outcomes, build long-term strategic relationships with customers, gather requirements, and follow through with necessary financial reporting support.
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