FP&A Implementation Specialist

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an FP&A Implementation Specialist based in the United States.

Join a growing, AI-powered financial technology environment transforming how finance teams manage data, planning, and reporting. As an FP&A Implementation Specialist, you will help customers optimize their financial processes by implementing technology-driven solutions tailored to their business needs. You will work closely with finance professionals to simplify existing financial models, structure data, and improve budgeting, forecasting, and reporting workflows. Combining financial expertise, advanced Excel skills, and a consultative approach, you will turn complex requirements into practical, scalable solutions.

You will analyze customer data, identify opportunities for improvement, and recommend process enhancements that support more accurate and efficient financial operations. Building trusted relationships with senior finance stakeholders, including CFOs and Directors of Finance, will be central to your success. This fully remote opportunity offers the chance to contribute to innovative financial technology while growing your expertise in implementation, consulting, and customer success.

• Financial Process Implementation:
  Analyze customers' existing financial processes, models, and data structures to identify opportunities for simplification and improvement. Implement financial workflows and customer data within the platform to support effective adoption.
• Financial Planning and Analysis:
  Conduct detailed business analyses to identify customer challenges, opportunities, and solutions across budgeting, forecasting, financial planning, performance monitoring, financial modeling, and standard reporting.
• Data Management and Validation:
  Manage, interpret, and validate customer-provided data to ensure accuracy, consistency, and reliability. Identify discrepancies and recommend corrective actions to improve data quality and customer outcomes.
• Process Optimization:
  Evaluate existing financial procedures and recommend improvements that streamline workflows, increase efficiency, and strengthen reporting accuracy.
• Customer Relationship Management:
  Build and maintain long-term relationships with customers, including CFOs, Vice Presidents, Controllers, and Directors of Finance. Understand their objectives, gather requirements, manage expectations, and provide ongoing guidance throughout implementation.
• Financial Reporting Support:
  Help customers develop and improve reporting processes, financial models, and analytical tools that support informed business decisions.
• Customer Success and
  
  Collaboration:
  
  Work proactively with customers and internal stakeholders to resolve implementation challenges, communicate progress, and ensure solutions align with business requirements and expected outcomes.

• Professional
  
  Experience:
  
  Three to five years of experience in customer success, consulting, implementation, or another customer-facing role, combined with a background in finance or accounting.
• Advanced Excel Expertise:
  Strong practical knowledge of Excel, including formulas, VLOOKUP, Pivot Tables, Power Query, and complex financial models.
• Financial Knowledge:
  Solid understanding of financial planning and analysis, including budgeting, forecasting, financial modeling, performance monitoring, and financial reporting.
• Education:
  
  Bachelor's degree or equivalent professional experience.
• Customer Relationship
  
  Skills:
  
  Excellent communication and relationship-building abilities, with the confidence to engage professionally with senior finance stakeholders and customers at leading organizations.
• Consultative Problem-Solving:
  Ability to understand complex business requirements, analyze financial processes, identify improvement opportunities, and translate findings into actionable recommendations.
• Data Analysis and Attention to Detail:
  Strong analytical skills and a methodical approach to validating financial data, improving model quality, and ensuring reliable reporting outcomes.
• Organization and Adaptability:
  Ability to manage competing priorities, work independently, and guide customers toward successful outcomes in a dynamic, customer-focused environment.
• Language
  
  Skills:
  
  Professional-level fluency in Spanish is a significant advantage.

• Competitive Compensation:
  Annual base salary ranging from $90,000 to $110,000 USD, depending on experience,…