МексикаProfessional Services Associate (EPM)
1 нед. назад
МексикаHybrid
financial modeling
Responsible for delivering implementation projects and supporting clients to maximize value on the platform.
О компании
- 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.
- Founded in 2020 by two former CFOs, we’ve grown into a global team of 100+ people across 30+ nationalities . Headquartered in New York , we have offices in Toronto and Barcelona. We’re trusted by industry leaders such as Dish Networks, Strava, BetterUp, Kajabi, JG Wentworth, Abridge, Cortex , and hundreds more.
- We have raised over $100m, closing in June 2025 our $60M Series B, led by Scale Venture Partners , with the strong participation of Cathay Innovation, Y Combinator , Atomico, Creandum, and angel operators from Adyen, Zapier, and Twitch.
- Our mission is ambitious and we can’t do it alone - join as we build the future of Business Planning!
- Customer Obsession: We share the understanding that '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.
Обязанности
- 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 experts.
- Collaborate with Engineering and Product teams to brainstorm and develop innovations in our features.
Требования
- 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.
Условия
- Competitive compensation including equity package
- Competitive vacation policy
- Medical Insurance
- L&D budget
- Access to Meditopia (wellbeing platform)
- Language courses (English / Spanish)