FP&A Solutions Consultant - Customer Success

Born from the needs of high-growth, data-driven companies, Mosaic fuels financial planning and business performance. The platform combines big data and machine learning to provide powerful predictive reporting capabilities, leveling the playing field and giving startups tools and insights previously reserved for large enterprises. 
Whether it’s better understanding your cash burn, forecasting spend scenarios or uncovering powerful business insights, Mosaic provides greater visibility into the most important dynamics of the business.
The FP&A Solutions Consultant - Customer Success is a critical, hands-on role that challenges you to leverage your technical background in FP&A to build our customers' financial models and dashboards using Mosaic’s powerful software. Your goal is to automate our new customer’s FP&A workflows, leveling them up from tactical to strategic.  
If you’re a problem-solver and a finance guru, you will thrive in this role as you will find creative solutions to automate our customers' modeling and KPI reporting processes using Mosaic’s sleek application. You will analyze our customers' models and reporting, quickly understand the assumptions driving the model, and leverage your product expertise to architect and build solutions in Mosaic. 
This role is consultative in nature in that you will have the opportunity to present your solutions and methodologies to the customer to enable them to hold the pen on their models and dashboards post-onboarding. 
The FP&A Solutions Consultant - Customer Success wears many hats and works cross-functionally internally by working with Support, Data Operations, Product, Engineering, Sales, & Marketing.

The Opportunity:

• Become an early member of a quickly growing team for a SaaS business that tripled ARR in FY22 and hone your finance skills through deep exposure to many different business models at the hottest startups.
• Assist customers with financial model and dashboard creation using the Mosaic Planning and Analytics solution, including multiple budget scenarios, headcount planning, department-level forecasting, and other key features.
• Gain exposure to complex models across various industries, business models, and company sizes.
• Be the first of many on the Customer Success team and collaborate directly with leadership to establish best practices and implement operational efficiencies to scale the department.
• Spearhead and influence future product development by serving as the voice of the customer and sharing/prioritizing feedback with the Product team to decide what we build and when.
• Collaborate closely with various teams including Support, Data Operations, Product, Engineering, Sales, & Marketing to ensure world-class customer satisfaction.

Requirements:

• 2+ years of professional experience working in financial consulting, finance, accounting, investment banking, or a related field.
• Exceptional analytical skills including financial modeling and in-depth analysis (modeling exercise will be part of the interview process).
• Aptitude for quickly ramping up on new technology and product updates.
• Quick learner with a desire to understand sophisticated systems and software behavior.
• Attention to detail, strong organizational & project management skills.
• Demonstrated track record as a trusted business partner (internal and/or external) with the ability to effectively communicate with varied personas and backgrounds.
• Sharp communication skills including strong verbal and business writing skills.
• Deep appreciation and comfort diving into the weeds while also being able to take a step back to think strategically.
• Willing to learn and be receptive to feedback, open and enthusiastic when challenged, and roll up your sleeves to tackle anything that comes your way.

Nice To Have:

• Experience with Enterprise SaaS business models.
• Experience working in a start-up environment.
• Experience working with ERP, CRM, Billing & HRIS systems.

Here at Mosaic, we are proud of our diverse workforce, and we strive to continuously strengthen our collaborative team of talented, independent, and kind individuals who are reshaping the world of corporate finance. As an equal-opportunity employer, Mosaic prioritizes the inclusion of all intersectional identities and does not discriminate or tolerate discriminatory behavior or activities. We provide the tools our team members need to operate with a high degree of autonomy, and we embolden all to pursue professional and personal growth. While Mosaic is headquartered in beautiful Del Mar, California, our founders made an early decision to embrace a remote-friendly workplace. Team members are welcome in the office yet free to work from any location that supports their unique lives and lifestyl