Senior FP&A Analyst, Glia
AI-based customer service platform
Be an early applicant
AI-based customer service platform
201-500 employees
Be an early applicant
201-500 employees
Company mission
To help businesses reinvent how they support customers in a digital world.
Role
Who you are
- We are seeking an experienced and highly motivated Senior FP&A Analyst to join our dynamic team
- 2+ years of prior experience in FP&A (or investment banking / consulting, etc)
- Strategic and creative problem solver ready to roll up their sleeves
- Ability to work in a fast-paced environment, managing competing priorities and deadlines
- Strong attention to detail coupled with an ability to see the bigger picture
- Excellent communication, interpersonal and analytical skills
- Advanced Excel skills and experience working with NetSuite, Salesforce, and Tableau
- Extensive experience collecting, analyzing, and interpreting large volumes of data
- Strong understanding of P&L, balance sheet, and cash flow (There will be a modeling test)
What the job involves
- This role involves managing the operating plan, supporting strategic decision making, and working cross-functionally on key initiatives that will help shape the future of a $1 billion Series D company backed by Insight Partners
- Annual operating plan : Build and update the company’s financial model and develop a strong understanding of key financial drivers. Help prepare materials and narratives for Board of Director meetings and internal executive meetings
- Company-wide budgeting and forecasting : Provide department leaders with financial insights, analysis, and support to accelerate growth and inform strategic decision-making. Review budget vs actuals with other department leaders every month
- Pricing & Deal Desk : Support product team in developing competitive pricing strategy for new and existing SKUs. Support sales team by providing pricing guidance, analyzing deal structures, evaluating negotiation trade-offs
- Grow the team : This will be the second hire on our FP&A team, and we are looking for top talent eager to help manage and scale up this function at Glia
Our take
Relationships between credit unions and their members are essential in aiding the process of securing new customers, solving transaction disputes, and maintaining accounts. However, legacy computer systems and outdated communication channels, such as automated phone services, are preventing this.
Glia provides an integrated customer support platform for financial services that provides communication channels in the form of video banking, instant messaging, and voice chat. AI-assisted virtual assistants are also provided as part of the plan, providing prompts and suggestions to support staff based on the on-screen scenario.
The startup has reached unicorn status in 2022 with a valuation of $1 billion, and more than 250 banks, credit unions, insurance companies, and other financial services businesses currently use its tools. Its funding is being channelled into research and development to build more tools leveraging artificial intelligence - including an AI platform for financial institutions - and analytics solutions.
Steph
Company Specialist at Welcome to the Jungle
Insights
20% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Mar 2022
$45m
SERIES D
Jan 2021
$78m
SERIES C
Total funding: $152m
Company benefits
- Gym & wellness support
- High-Growth Environment
- Lots of Office Snacks
- Great Healthcare and Vision
- Amazing Community
Company HQ
Flatiron District, New York, NY
Leadership
Justin DiPietro
(CSO)Previously a strategy consultant at Accenture for 2 years.
Daniel Michaeli
(CEO)Previously a Consultant at Accenture. Currently hosts CX Show, a talk radio show about customer experience.
Carlos Paniagua
(CTO)Worked in various software development roles before spending 2 years as a cloud computing researcher at Tartu University in Estonia whilst completing an MSc.
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