Implementation and Customer Success Consultant

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3 days ago

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Accountfy

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SaaS • Fintech • Artificial Intelligence

Accountfy is an AI-first financial management platform that provides cloud-based software to automate reporting, FP&A, closing & consolidation, treasury, data integration and financial workflows. The platform includes an AI Solutions Builder for no-code creation of custom financial applications and intelligent agents that analyze data, generate reports, suggest accounting codes and automate processes. Accountfy targets businesses seeking integrated, secure (SOC-certified, Google Cloud-hosted) SaaS tools to improve governance, analytics and operational efficiency in finance.

51 - 200 employees

Founded 2017

☁️ SaaS

💳 Fintech

🤖 Artificial Intelligence

📋 Description

• Lead and execute implementation projects for the Accountfy platform, from initial analysis through completion. • Develop and implement detailed implementation plans, identifying milestones and required resources. • Analyze business requirements and translate them into effective technical solutions. • Ensure correct configuration of the Accountfy platform. • Provide training and support to end users and internal teams, ensuring a smooth transition to the new systems. • Monitor and report project progress, ensuring effective communication with all stakeholders. • Evaluate and document the effectiveness of the implementation, identifying opportunities for continuous improvement. • Perform data parameterization during project phases of system implementations. • Collaborate directly with CFOs, Controllers, and Auditors to ensure the quality and reliability of delivered data. • Manage relationships with portfolio clients and analyze performance indicators.

🎯 Requirements

• Bachelor's degree in Accounting, Business Administration, Finance, or related fields • Experience in project implementations and onboarding or in deploying SaaS systems • Knowledge of Balance Sheet (BP), Income Statement / Profit & Loss (DRE), Cash Flow Statement (DFC), Statement of Changes in Equity (DMPL), Statement of Value Added (DVA), and other financial statements, including explanatory notes • General accounting or finance knowledge (double-entry bookkeeping concepts, trial balance and ledger information, and major financial statements) • Experience consolidating financial data from multiple sources and generating accurate, insightful financial reports, including financial statements, management reports, and trend analyses • Advanced/Fluent Spanish is a plus.

🏖️ Benefits

• Babysitting or daycare allowance • Home office allowance • Discounts on educational tuition and language schools • Day off during the birthday month • Health insurance • Life insurance • Meal and/or food allowance • Flexible benefits (pharmacy, health, education, mobility, etc.)