Skills

Go Workday CRM Accounting Analytics

Job Specifications

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

If you're interested, please apply here or send your CV directly to bethany.jones@wearecodex.team

About the Company

Codex Recruitment is a part of the 3pX Group - A Sunday Times Best Place to Work Codex Recruitment is a Global Recruitment Business focused in the Financial & Accounting Systems Field. We have a team of Consultants who each cover a specific technology within EPM & ERP, enabling them to be a leading presence in their respective market. With Consultants based in our offices in London, New York and Manchester we provide a Global Network with successful client & candidate relationships across EMEA, North America and Australia... Know more