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Datarails Jobs in Texas (NOW HIRING)

Farther

Financial Planning & Analysis Manager

Dallas, TX · On-site

$104K - $137K/yr

Hands-on experience with Datarails for financial planning and reporting * Familiarity with NetSuite or a comparable ERP * CPA, CFA, or MBA are appreciated but not a requirement Why Join Us

Farther

Financial Planning & Analysis Manager

Irving, TX · On-site +1

$101K - $133K/yr

  • Medical

  • Retirement

  • PTO

Hands-on experience with Datarails for financial planning and reporting * Familiarity with NetSuite or a comparable ERP * CPA, CFA, or MBA are appreciated but not a requirement Why Join Us

Farther

Financial Planning & Analysis Manager

Irving, TX · On-site

$101K - $133K/yr

Hands-on experience with Datarails for financial planning and reporting * Familiarity with NetSuite or a comparable ERP * CPA, CFA, or MBA are appreciated but not a requirement Why Join Us

Johnstone Supply LLC

Corporate Development Associate

Dallas, TX · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

High proficiency in Excel and PowerPoint; experience with BI tools and financial systems (e.g., Adaptive, Anaplan, Tableau, Power BI, Datarails) a plus * Able to analyze large data sets and distill ...

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Datarails information

What are the key skills and qualifications needed to thrive as a Datarails financial analyst, and why are they important?

To thrive as a Datarails Financial Analyst, you need strong financial analysis, Excel modeling, and data management skills, often supported by a degree in finance, accounting, or a related field. Familiarity with Datarails' financial planning and analysis (FP&A) platform, business intelligence tools, and ERP systems is typically required. Exceptional attention to detail, problem-solving abilities, and effective communication make candidates stand out in this role. These skills are crucial for delivering accurate financial insights, streamlining reporting processes, and supporting strategic decision-making in a data-driven environment.

What is Datarails?

Datarails is a financial planning and analysis (FP&A) software company that provides a platform designed to help businesses automate and streamline their financial reporting, budgeting, and forecasting processes. The platform integrates with existing spreadsheets and financial systems, allowing finance teams to consolidate data, generate insights, and collaborate more effectively. By using Datarails, organizations can improve accuracy, save time, and make more informed financial decisions based on real-time data.

What is the difference between Datarails vs Data Analyst?

AspectDatarails
Primary FunctionFinancial planning, analysis, and reporting platform for finance teams
Work EnvironmentFinance departments, corporate finance teams
Required SkillsFinancial modeling, Excel proficiency, data analysis
CertificationsFinance certifications (e.g., CFA, CPA) beneficial but not mandatory

While Datarails is a financial planning and analysis platform designed to streamline finance workflows, a Data Analyst focuses on analyzing data across various business functions to generate insights. Datarails enhances financial reporting, whereas Data Analysts work with broader data sets to support decision-making across departments.

What are some common challenges faced by financial analysts using Datarails, and how can they be addressed?

Financial analysts using Datarails often encounter challenges such as integrating data from multiple sources, adapting to new automation workflows, and ensuring data accuracy during consolidation. To address these issues, it's important to become familiar with Datarails’ data mapping and validation tools, participate in onboarding training, and collaborate closely with IT or data teams. Leveraging built-in templates and maintaining clear communication with colleagues helps streamline reporting processes and mitigates errors, making the transition to automated financial reporting smoother.

What are popular job titles related to Datarails jobs in Texas?

For Datarails jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Datarails jobs in Texas look for?

The top searched job categories for Datarails jobs in Texas are:

What cities in Texas are hiring for Datarails jobs?

Cities in Texas with the most Datarails job openings:

Datarails jobs near you
Infographic showing various Datarails job openings in Texas as of August 2026, with employment types broken down into 100% Full Time. Highlights an 61% Physical, and 39% Remote job distribution.

Financial Planning & Analysis Manager

Farther

Dallas, TX • On-site

$104K - $137K/yr

Full-time

Re-posted 20 days ago

Job description

Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

The Role

Farther's Finance team sits at the intersection of strategy and execution — turning data into decisions that shape how we grow. As our FP&A Manager, you'll own the financial planning engine: budgets, forecasts, models, and the stories that tie them together. You'll be a go-to partner for senior leadership, translating complex financials into clear, actionable insight and helping us make smarter bets as we scale.

Your Impact

  • Lead the annual budgeting process and quarterly reforecasts, coordinating inputs across every function in the business
  • Build and own monthly management reporting packages — variance analysis, clear narratives, drivers vs. plan
  • Develop dynamic financial models for long-range planning, scenario analysis, and business case evaluations
  • Partner directly with business leaders to provide financial guidance, challenge assumptions, and support data-driven decisions
  • Track KPIs and operating metrics, surfacing risks and opportunities to leadership before they become problems
  • Own and continuously improve our financial planning infrastructure — tools, templates, and processes
  • Support board and investor reporting, including prep materials and ad hoc analysis
  • Collaborate with Accounting on the close process so actuals flow cleanly into reporting and forecast models

The Ideal Match

  • 5+ years in FP&A or a related finance role (investment banking, consulting, or corporate finance all count)
  • You can build a three-statement model and a complex operating model from scratch — no templates needed
  • Advanced Excel skills; experience with financial planning tools like Adaptive, Anaplan, Pigment, or similar
  • You know how to turn a mountain of data into an exec-ready output without losing the story
  • Comfortable in a fast-moving, ambiguous environment where priorities shift and you adapt quickly
  • Strong communicator — you can walk a non-finance audience through a complicated financial picture and make it land

Bonus Points

  • Background at a high-growth startup or financial services company
  • Hands-on experience with Datarails for financial planning and reporting
  • Familiarity with NetSuite or a comparable ERP
  • CPA, CFA, or MBA are appreciated but not a requirement

Why Join Us

  • Competitive comp package that rewards impact
  • Work alongside some of the brightest minds in fintech
  • Ground-floor opportunity at a fast-scaling startup
  • Chart your own growth path as we expand
  • Full health benefits + 401(k) matching & Roth IRA options
  • Unlimited PTO
  • Ready to disrupt wealth management? Let's talk!

Ready to disrupt wealth management? Let's talk!

Farther logo

About Farther

Sourced by ZipRecruiter

Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Farther empowers advisors to deliver exceptional value to their clients -- on their own terms. We're here to help established advisors scale, providing everything they need to succeed from technology to client support and from marketing to mentoring. To deliver on that goal, we've reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther. Farther's founders are leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise. We're backed by top tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to go farther with you.

Industry

Finance and insurance

Company size

51 - 200 Employees

Headquarters location

New York, NY, US

Year founded

2019

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