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Datarails

Automates SMB FP&A via Excel-native cloud

Financial Planning and Analysis Implementation Manager

Implementation & Technical Account ManagementConfirmed live in the last 24 hours
Full-timeTel Aviv-Yafo, IsraelIn-person

About the Job

Requirements

  • Three to six years of experience in finance or financial planning and analysis, with deep knowledge of corporate finance processes.
  • Native or high-level English proficiency sufficient to conduct fluent conversations; Hebrew is required.
  • Advanced Excel expertise, including VLOOKUP, Pivot Tables, and financial modeling.
  • Experience with business intelligence tools, enterprise resource planning systems, and software implementation.
  • Bachelor's degree in finance, accounting, or a related field.

Responsibilities

  • Lead customer onboarding and ensure successful implementation of the Datarails platform.
  • Simplify financial models and integrate them into an automated workflow.
  • Provide guidance on budgeting, forecasting, and reporting best practices.
  • Offer strategic recommendations to enhance efficiency and maximize outcomes.
  • Build relationships with finance professionals and provide ongoing support throughout the client lifecycle.
  • Collaborate with CFOs, VPs, and Directors of Finance to streamline processes, optimize reporting, and unlock insights.

About the Company

Datarails

Automates SMB FP&A via Excel-native cloud

DataRails offers FinanceOS, an AI-native FP&A platform that automates financial reporting for SMBs. It connects to 200+ data sources and uses cloud-based data consolidation so finance teams can work with familiar Excel-like workflows, while features cover budgeting, forecasting, scenario modeling, month-end close, cash management, and spend control, with an AI assistant called FP&A Genius that answers questions in natural language. It differentiates itself by maintaining an Excel-native experience, real-time data integration from many sources, and AI-assisted insights designed for SMBs underserved by large enterprise tools. The goal is to speed up accurate financial planning and reporting so finance teams can focus more on strategic advisory tasks.

Company size
201-500
Company stage
Series C
Total funding
$173.5M
Headquarters
New York City, New York
Founded
2015

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