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