Customer Success Manager - FP&A
Are you passionate about finance and technology? Do you enjoy helping customers unlock the full potential of their tools and processes?
Codex are looking for a Customer Success Manager to join a new EPM practice, and partner with leading finance professionals. As the go-to advisor for CFOs, VPs, and finance teams, you’ll guide customers through the successful implementation and ongoing adoption - ensuring they get maximum value from our platform. This is a fantastic opportunity to apply your FP&A knowledge in a tech-forward environment while driving meaningful impact for clients.
What you’ll be doing:
* Deliver and support real-time reporting solutions across Excel, ERP, CRM, and HRIS systems
* Help clients integrate and analyze data seamlessly within Excel
* Recommend process improvements to optimize workflows and outcomes
* Build long-term strategic relationships with customers and support their financial reporting needs
What we’re looking for:
✔ Over 3+ years of experience in finance or FP&A
✔ Strong understanding of corporate finance processes (P&L, cash flow, budgets, forecasts)
✔ Advanced Excel skills (formulas, VLOOKUP, Pivot Tables, Power Query, complex models)
✔ Confident communicator with senior finance leaders (CFOs, VPs, Directors)
✔ End-to-end EPM implementation experience (Anaplan, TM1 / IBM Planning Analytics, Pigment, Workday Adaptive Planning, OneStream, Oracle, Planful, Venna, Prophix, Board or Jedox)
✔ Bachelor’s degree in finance, accounting, or a related field
This is your chance to join a fast-growing company, work directly with top finance leaders, and grow your career in the intersection of finance and technology.