Financial Planning & Analysis Manager, Cordial
$140-160k
+ Equity + Bonus
Cross-channel marketing and data management platform
Be an early applicant
Cross-channel marketing and data management platform
201-500 employees
Be an early applicant
$140-160k
+ Equity + Bonus
201-500 employees
Company mission
To help brands engage with their customers by leveraging its cross-platform marketing and data management platform to facilitate the sending of personalized and intelligent messages.
Role
Who you are
- We are seeking a highly skilled and motivated FP&A Manager to join our finance team
- The ideal candidate will play a key role in driving financial performance through analysis, forecasting, and strategic planning
- This position requires strong analytical skills, financial acumen, and the ability to communicate complex financial information effectively
- Bachelor’s degree in Finance, Accounting, or a related field
- 5+ years of experience in banking or financial planning and analysis in a corporate environment
- Strong proficiency in financial modeling and data analysis tools (Excel, financial software)
- Excellent analytical and problem-solving skills with a keen attention to detail
- Effective communication and presentation skills, capable of conveying complex information to non-financial stakeholders
- Ability to work collaboratively in a fast-paced environment and manage multiple priorities
What the job involves
- Lead the financial planning and analysis process, including budgeting, forecasting, and variance analysis
- Develop and maintain financial models to support strategic decision-making
- Prepare and present financial reports to senior management, highlighting key trends and insights
- Collaborate with cross-functional teams to gather data and provide financial guidance on business initiatives
- Monitor financial performance and provide recommendations for improvement
- Assist in the preparation of the annual budget and long-term financial plans
- Ensure compliance with financial policies and procedures, and assist with audits as necessary
- Stay updated on industry trends and best practices to drive continuous improvement within the FP&A function
Our take
Connecting with customers via email, SMS, and messaging apps is a fantastic way for brands to boost engagement with their customers. Whilst this practice is prevalent, messages can often feel impersonal and spammy, despite data being available to personalize every connection.
Cordial provides a cross-channel marketing and data management platform for businesses, helping them aggregate and maximize customer data used to personalize communication across email, SMS, and mobile apps. The company achieves this by leveraging AI to transform data and provide predictive intelligence, which can be applied dynamically for marketing campaigns of any scale.
While competition in the marketing tool space is fierce, Cordial has secured substantial funding, positioning it for growth on a global scale. This funding infusion will be directed towards expanding its global presence, advancing product development, and bolstering the team, a testament to its commitment to redefining customer engagement through data-driven personalization.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 6 rounds)
Jul 2022
$50m
SERIES C
Mar 2021
$10m
LATE VC
Total funding: $83.1m
Company benefits
- Full health coverage - We cover your costs at 100%, plus 80% of your family’s cost. Plus, our monthly wellness allowance can be used for whatever you need to feel your best
- Competitive compensation - We know pay is a big deal. Base salaries are important, but so are company equity, bonuses, cell phone allowances, 401(k) program, and more
- Flexible time off - Unlimited, and highly encouraged. More vacations = happier employees. Life happens, and we know the value of a flexible schedule
- Remote friendly teams - Wherever you live, we have the tools you’ll need to WFH, or from anywhere! We’re based in Southern California, but many of our teams are fully remote
- Paid parental leave - Starting a family is special. We’ll cover 100% of your salary so you can focus on those critical first months with your little one
- Diversity, equity, and inclusion - We want everyone to have a seat at the table, and we want to hear your voice. Our teams actively participate in D&I initiatives and community partnerships
Company values
- Communicate better than the rest
- We're owners, and we act like it
- Tenacious about our clients and the problems we solve for them
- Be Cordial
Company HQ
Core-Columbia, San Diego, CA
Articles
Leadership
Jeremy Swift
(Co-Founder & CEO)Vice President of Sales and Strategic Accounts for BlueHornet from 2011 to 2014.
Chris McGreal
(Co-Founder & Product Owner)Senior UX and Product UI Designer for BlueHornet from 2007 to 2014. Experience as Founder of Bandfarm.
Adam Gillespie
(Co-Founder & CTO)Experience as Principal Architect and Engineer for BlueHornet from 2004 to 2014. Founder of Bandfarm since 2003.
Diversity, Equity & Inclusion at Cordial
- Diversity, equity, and inclusion - We want everyone to have a seat at the table, and we want to hear your voice. Our teams actively participate in D&I initiatives and community partnerships.
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