FP&A Analyst, Customer Success Specialist

Location: Toronto, ON (Hybrid – In-office 3 days a week)

Are you a dynamic finance professional with 3+ years of experience in FP&A, a CFA designation, and a knack for building meaningful client relationships? Do you thrive in a fast-paced environment, love problem-solving, and have expertise in tools like Excel, accounting software, and FP&A platforms? If so, Limelight is looking for you!

Who We Are

Limelight is a leading cloud FP&A platform, empowering finance teams to streamline budgeting, forecasting, and reporting. By automating manual processes, we enable organizations to shift focus to valuable insights and strategic decision-making.

At Limelight, we’re driven by collaboration, innovation, and delivering exceptional value to our clients. Join a team where your impact is immediate, your ideas are valued, and your growth is prioritized.
 

About the Role

As a FP&A Analyst, Customer Success Specialist, you’ll bridge your financial expertise with your passion for customer engagement. Acting as a trusted advisor to CFOs, Controllers, and finance leaders, you’ll ensure customers unlock the full potential of Limelight, driving retention, adoption, and satisfaction.

Key Responsibilities

• Client Engagement: Be the primary contact for customers, nurturing trust-based relationships with their finance teams.
• Customer Enablement: Plan and deliver engaging training workshops, webinars, and quarterly business reviews to enhance user adoption.
• Problem Solver: Proactively identify and resolve client issues, ensuring seamless platform use.
• Adoption Monitoring: Track customer usage metrics to uncover opportunities for improvement and further engagement.
• Collaboration: Work closely with internal teams to provide top-notch support and implement solutions aligned with client needs.
• Product Advocacy: Gather feedback and collaborate with our product team to enhance platform capabilities.

What You Bring

• Experience: 3+ years in financial planning, forecasting, and reporting (FP&A) or a related role.
• Credentials: CFA designation or relevant certifications.
• Technical Expertise: Familiarity with Excel, accounting software, and budgeting/reporting tools (experience with ERP systems like Sage Intacct, NetSuite, or Microsoft Dynamics is a bonus).
• Client-Facing Skills: Proven experience in presenting to and collaborating with clients, resolving issues, and delivering tailored solutions.
• Communication: Exceptional ability to engage with finance leaders (CFOs, VPs, Controllers) and explain complex concepts clearly.
• Problem-Solving Mindset: A passion for tackling challenges and enabling customer success.
• Location: Based in Toronto and available to work in-office at least three days a week.

Why Join Limelight?

• Impact: Join a fast-growing company redefining FP&A processes for leading organizations.
• Innovation: Work with cutting-edge technology that transforms financial workflows.
• Collaborative Environment: Be part of a supportive team that values creativity and contribution.
• Career Growth: Advance your career with ample learning and development opportunities.
• Competitive Benefits: Enjoy a competitive salary, comprehensive health benefits (drug, dental, vision, life), and flexible vacation policies.