Professional Services Associate

Description

About the company

The company is the leading Business Planning solution for finance teams to drive performance. By automating reporting, enabling collaboration, and simplifying planning and forecasting, we help finance teams shift from number crunching to driving strategic decisions.

Our mission is ambitious and we can’t do it alone - join the company as we build the future of Business Planning!

Responsibilities

• Delivery of implementation projects, driving customers to success and value realization on the platform.
• Follow project plans, respecting deadlines, and communicating proactively about progress and risks.
• Craft best-in-class financial models to optimize and enhance clients' existing processes.
• Onboard, train, and support clients, transforming them into the company experts.
• Collaborate with Engineering and Product teams to brainstorm and develop innovations in our features.

Requirements

• 2+ years of hands-on experience implementing a financial planning/EPM platform ; this is a requirement, not a nice-to-have (such as Anaplan, Adaptive, Drivetrain, Pigment, or similar).
• Ability to explain financial and technical concepts clearly to clients and internal stakeholders.
• Working knowledge of FP&A processes (budgeting, forecasting, reporting, consolidation), enough to challenge a client's assumptions, not just document them.
• Proficiency with Excel and ability to build financial models.
• Experience with SaaS project tools and Agile/hybrid methodologies.
• Strong client-facing communication, comfortable presenting to and influencing senior finance stakeholders.
• Formal Project Management Qualifications are a plus, not a requirement.

Benefits

• Competitive compensation including equity package
• Competitive vacation policy
• Medical Insurance
• L&D budget
• Access to Meditopia (wellbeing platform)
• Language courses (English / Spanish)
• Our Values
• Customer Obsession: We share the understanding that the company's sole purpose is to create value for customers and relentlessly deploy all creativity and energy to that end.
• Audacious Ambition: We dream big and embrace discomfort. We assume risks, make on-time mistakes and learn how to methodically accomplish our goals.
• Good People: We are self-reflective and praise diversity of thought. We don't justify the end with the means and know where to draw the line. We have fun every day.
• Tough Love: We truly care for everyone in the team and embrace honest feedback and radical candor as ways to genuinely help each other.
• Experience: 1+ years
• Visa: US citizen/visa only