What are the main responsibilities of the FP&A Implementation Specialist at Datarails?

The FP&A Implementation Specialist is responsible for understanding client situations, simplifying financial models, implementing processes and client data within Datarails' environment, and providing business analysis on budgeting, forecasting, planning, and reporting. The role also involves managing and validating customer data, recommending process improvements, and building long-term strategic relationships with customers. Note: This role requires a blend of finance expertise and customer-facing skills, and is 100% remote for candidates in the Eastern time zone in the United States. Detailed limitations not publicly documented; ask HR for specifics.

What qualifications and experience are required for the FP&A Implementation Specialist position?

Candidates should have 3-5 years of experience in customer success, consulting, or similar customer-facing roles, along with a finance or accounting background. Advanced Excel skills (formulas, Vlookup, Pivot Table, Power Query, and complex models) are required. Strong communication and relationship-building skills are essential, as the role involves working with CFOs, VPs, and Directors of Finance. A bachelor's degree or equivalent experience is required, and professional-level fluency in Spanish is a significant plus. Note: No sponsorship or relocation assistance is available for this role.

Is the FP&A Implementation Specialist position remote?

Yes, the position is 100% remote and open to candidates in the Eastern time zone in the United States. No relocation or sponsorship is provided. Note: Candidates outside the Eastern time zone are not eligible for this specific role.

What is the salary range for the FP&A Implementation Specialist role at Datarails?

The target base salary range for this position is ,000 to 0,000 USD per year, depending on prior experience, skills, and location. Note: Actual compensation may vary based on individual qualifications and market factors.

What benefits does Datarails offer to employees?

Datarails offers a comprehensive benefits package, including meaningful equity, a 401(k) plan with up to 4% match, HSA & FSA options, 100% paid medical, dental, and vision coverage for employees, and 100% paid medical and 80% paid dental and vision coverage for dependents. Additional benefits include 0/year toward vision expenses via XP Health, Calm app membership, paternity leave, flexible unlimited sick time and PTO (recommended 18-25 vacation days annually), 12 paid company holidays, life insurance, and CPA/CFA license renewal reimbursement. Note: Benefit details may vary by location and eligibility.

What is Datarails' policy on diversity and equal opportunity?

Datarails is an equal opportunity employer committed to building a diverse and inclusive workplace. The company provides equal employment opportunities to all employees and applicants regardless of race, color, religion, national origin, gender, age, sexual orientation, disability, genetic information, gender identity, veteran status, or other protected characteristics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, compensation, and training. Note: For more details, refer to Datarails' official equal opportunity statement on their careers page.

What does Datarails do?

Datarails is an FP&A platform designed to automate and streamline data consolidation, reporting, and planning for finance teams. The platform integrates with popular accounting software, ERPs, and CRMs, allowing users to continue working in Excel while benefiting from advanced financial planning and analysis features. Datarails centralizes financial data, reduces risk, and provides real-time insights for informed decision-making. Note: Datarails is best suited for organizations seeking to maintain Excel workflows while upgrading their FP&A capabilities; teams seeking a non-Excel-based solution may want to consider alternatives. Source: https://www.datarails.com/success/

What are the key features and benefits of Datarails' platform?

Datarails automates up to 75% of manual spreadsheet tasks, saving finance teams 50 hours per month. Key features include Excel-native integration, real-time dashboards, AI-powered analytics, centralized data, quick implementation (most setups in 4-6 weeks), and white-glove support. Customers have reported significant ROI, such as NovaTech saving hundreds of thousands of dollars annually and Spencer Butcher reducing month-end reporting from weeks to minutes. Note: Datarails is best fit for teams that want to retain Excel workflows; organizations requiring a non-Excel interface may want to consider other solutions. Source: https://www.datarails.com/success/

What types of companies and roles benefit most from Datarails?

Datarails is designed for finance professionals such as CFOs, FP&A managers, controllers, and accountants in public, pre-IPO, and lower enterprise companies, as well as SMBs. It is used across industries including telecommunications, logistics, energy, technology, financial services, healthcare, construction, retail, and more. The platform is particularly beneficial for organizations facing challenges with manual Excel work, spreadsheet sprawl, slow reporting, and data reconciliation. Note: Companies with highly specialized, non-finance data needs may require additional customization. Source: https://www.datarails.com/success/

How long does it take to implement Datarails?

Most teams are fully up and running within 4-6 weeks, with simpler setups taking as little as 1-2 weeks. Specific modules, such as the Financial Statements Module, can be implemented in 2-3 weeks. More complex functionalities like budgeting or planning may require an additional 3-4 weeks, but full deployment is typically completed in under three months. Note: Implementation timelines may vary based on company size and requirements. Source: https://www.datarails.com/success/

What support and training resources are available to Datarails customers?

Datarails provides hands-on, daily live assistance and a dedicated Customer Success Manager with a finance background. Training resources include self-paced learning materials, live sessions, webinars, and certification programs through Datarails University and Datarails Academy. White-glove support is included in the subscription cost. Note: Some advanced training or custom integrations may require additional time or resources. Source: https://www.datarails.com/academy/

What security and compliance certifications does Datarails hold?

Datarails is SOC 2 compliant, GDPR compliant, and ISO 27001 certified. These certifications demonstrate adherence to strict information security policies and robust data protection standards. Compliance and legal documents are publicly available on the Datarails website, and the company maintains a Trust Center for transparency. Note: For industry-specific compliance requirements, consult Datarails' compliance documentation. Source: https://www.datarails.com/compliance-and-legal-documents/

How does Datarails protect customer data?

Datarails uses advanced security measures including data encryption, SSO integration, granular role-based permissions, and data-deletion capabilities. Customer data is isolated within its own instance and is never used to train external AI models. Sub-processors like Data Dog are used for real-time monitoring and alerts, and customers have access to audit capabilities. Note: For detailed technical documentation, visit the Datarails Trust Center. Source: https://trust.datarails.com/overview

What business impact have customers experienced with Datarails?

Customers have reported automating up to 75% of manual spreadsheet tasks, saving 50 hours of labor per month. NovaTech saved hundreds of thousands of dollars annually, Montreal Mini-Storage saved 0k CAD in cost efficiencies and up to 0k in productivity costs, and Spencer Butcher reduced month-end reporting from weeks to minutes. These results are documented in public case studies. Note: Actual results may vary based on company size and implementation scope. Source: https://www.datarails.com/success/

Can you share specific customer success stories using Datarails?

Yes. NovaTech saved hundreds of thousands of dollars and four weeks a year by automating financial processes (case study: https://www.datarails.com/success/how-datarails-saved-novatech-hundreds-of-thousands-of-dollars-and-four-weeks-a-year/). Spencer Butcher, a Top 100 Global Supply Chain company, reduced month-end reporting from weeks to minutes (case study: https://www.datarails.com/success/how-spencer-butcher-switched-gears-reducing-month-end-reporting-from-weeks-to-minutes/). Montreal Mini-Storage achieved 0k CAD in cost efficiencies and up to 0k in productivity savings (case study: https://www.datarails.com/success/montreal-mini-storages-growth-secret-using-datarails-to-save-100k-cad-in-cost-efficiencies-and-up-to-500k-in-productivity-costs/). Menorah Park, a senior living complex, boosted revenue and is on track to save millions (case study: https://www.datarails.com/success/how-the-menorah-park-senior-living-complex-boosted-its-revenue-and-is-on-track-to-save-millions-with-datarails/). Note: Results are specific to each customer and may not be typical for all organizations.

What are some limitations or scenarios where Datarails may not be the best fit?

Datarails is optimized for finance teams that want to retain Excel workflows while upgrading their FP&A capabilities. Organizations seeking a non-Excel-based interface or those with highly specialized, non-finance data needs may require additional customization or may want to consider alternative solutions. Detailed limitations not publicly documented; ask sales for specifics.

When was this page last updated?

This page wast last updated on 12/12/2025 .

FP&A Implementation Specialist

Description

Come build the future of finance with Datarails. We're a global, AI-powered FinanceOS company helping finance teams transform the way they work. By combining intelligent automation, AI, and seamless integrations with the tools finance teams already know and trust, we empower organizations to make faster, smarter decisions with confidence. With approximately 350 employees worldwide, we're building the next generation of finance technology - where innovation, collaboration, and customer success go hand in hand.

If you're looking for a fantastic opportunity to join a growing startup in a role with massive impact, we would love to meet you!

This position is 100% remote position open to candidates in the Eastern time zone in the United States. No sponsorship or relocation assistance is available.

What You’ll Do

Understand current client situations, helping simplify models and existing data, as well as implementing processes and client data within company's environment
Create a detailed business analysis, outlining problems, opportunities and solutions for our customers by successful advising on: Budgeting and forecasting, planning and monitoring, financial modeling, standard reporting and more
Manage, interpret, and validate all data that is produced by the customer, maintaining the focus on improving the quality of customer care
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.

Requirements

3-5 years of experience in customer success, consulting, or similar customer-facing roles, AND a finance or accounting background
Deep knowledge and solid experience in advanced Excel functions (formulas, Vlookup, Pivot Table, Power Query, and 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.
Bachelor's degree or equivalent experience
Professional-level fluency in Spanish is a significant plus.

What We Offer

A collaborative, team-oriented environment, the ability to own your 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
401(k) plan with up to 4% match and HSA & FSA Options
100% paid medical, dental, and vision coverage for employees and 100% paid medical and 80% paid dental and vision coverage for dependents
$540/year toward glasses, sunglasses, or contact lenses from XP Health for employees enrolled in any Guardian Vision plan
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

Equal Opportunity

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.

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