FP&A Manager, Gladly
Financial Planning & Analysis
$111-139k
+ Equity
Customer service platform
Be an early applicant
Customer service platform
201-500 employees
Be an early applicant
$111-139k
+ Equity
201-500 employees
Company mission
To make customer service radically personal.
Role
Who you are
- The ideal candidate will demonstrate both an eagerness to learn and a sound foundation of skills and business acumen to hit the ground running.
- We are looking for someone with the desire and curiosity to constantly learn, take initiative, and thrive in a fast-paced SaaS environment
- 5+ years of finance or investment banking experience with SAAS business model familiarity
- Strong financial acumen (e.g., a good understanding of financial statements, accounting, FP&A processes, ASC606 & 340, etc.)
- Advanced Office and Google application skills (Excel/Sheets, Word/Docs, PowerPoint/Slides) and proficiency with using different systems to retrieve and analyze data
- Excellent communication skills, with the ability to translate complex data into recommendations for the business
- A strong desire to learn and a curiosity into the metrics that drive decisions for a growing SAAS company
What the job involves
- As an FP&A Manager, you will report to the Director of FP&A, championing financial strategy and operations as we scale the team, product, and company into new opportunities.
- This role requires cross-functional collaboration with members of all teams to effectively drive the company's operational plan, set objectives, and inform the business as it grows into its next stage of development
- Data Modeling and Reporting:
- Build and maintain detailed financial models to support forecasting and variance analysis
- Prepare and deliver monthly financial dashboards and reports to department heads, providing actionable insights
- Assist with monthly close process and all management reporting all key SAAS metrics and statistics
- Support management of top line forecasting model(s) including bookings, billings, revenue, and cash collections
- Support for Strategic Initiatives:
- Assist the Director of FP&A with scenario planning and preparation of materials for board and executive-level discussions
- Own financial planning and projection, including the financial component of major strategic initiatives
- Work collaboratively with department heads to develop and track budgets across the business in line with strategic objectives
- Identify operational KPIs and develop reporting structure and cadence
- System Management:
- Maintain and optimize FP&A tools and processes such as NetSuite, Looker, Salesforce and others, ensuring data integrity and accuracy
- Collaborate with cross-functional teams to streamline data inputs and reporting workflows
- Ad Hoc Analysis:
- Become an expert on the Gladly business model and conduct deep-dive analyses into key business metrics to uncover trends and opportunities
- Provide actionable insights to guide leadership’s strategic decision-making
Our take
Gladly is a cloud-based platform integrating multiple customer service channels into a single UI. It helps companies cater to the upward trend in personalized service by allowing them to communicate with their customers seamlessly across any channel from voice, email, messaging, chat and social media.
The rise in eCommerce has meant demand for services like Gladly is growing. To stand out, the company has focussed on building out its platform with new features. Most lately, this has included an AI and automation-driven customer service platform.
As a certified app partner to Shopify, Gladly benefits from the ability of Shopify merchants to integrate directly with its platform. The company has raised considerable funding, the latest of which supports accelerated growth on the back of releasing its unified customer service platform.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Few candidates hear
back within 2 weeks
15% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Sep 2024
$40m
LATE VC
Dec 2022
$55m
LATE VC
Total funding: $208m
Company benefits
- Stock options
- Medical, Dental, Vision and Life insurance
- Generous paid time off
- Generous paid Parental Leave
- 401K
- Flexible Spending Accounts
- Wellness and home office stipends
Company values
- Putting People First - We built our product putting people at the heart of it all. And we’ve taken the same approach to building our company
- Focusing On The Customer - We treat our customers’ goals as our own, and we work hard to achieve them
- Being Humble And Hungry - We applaud initiative and value leadership—but we also believe that nobody is above emptying the dishwasher
- Always Learning - Everyone’s personal best is ahead of them. Seeking new ways to grow is what keeps us motivated
- Owning It - We encourage everyone to seek and share feedback, take calculated risks, and learn from their mistakes
- Communicating It - With an open and transparent culture, collaboration becomes a lifestyle and everyone has a voice
Company HQ
Bernal Heights, San Francisco, CA
Articles
Leadership
Dirk Kessler
(Co-founder)They were a Senior Software Engineer at Claris and Architect for 4 years at FileMaker. They also were the Principal Engineer at Vontu. Worked at Symantec for 7 years, leaving as Distinguished Engineer. They were also an Entrepreneur in Residence at Greylock Partners.
Michael Wolfe
(Co-founder & CPO)Current Portfolio Advisor at Point Nine Capital. They worked as a Developer at Goldman Sachs and as Director of Engineering at iPro+. Previously a VP of Engineering at Kana Communications. Co-founded Vontu and was CEO of Pipewise.
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