Financial Planning & Analysis Manager

Summary

Join Gladly as an FP&A Manager and report to the Director of FP&A, driving financial strategy and operations as the company scales. Collaborate cross-functionally to execute the operational plan, set objectives, and inform business growth. The ideal candidate possesses a strong financial foundation, eagerness to learn, and thrives in a fast-paced SaaS environment. Responsibilities include data modeling and reporting, supporting strategic initiatives, system management, and ad-hoc analysis. The role requires 5+ years of finance or investment banking experience with SaaS familiarity and advanced skills in various applications. Gladly offers competitive salaries, equity, and benefits including health insurance, paid time off, parental leave, 401k, and flexible spending accounts.

Requirements

• 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

Responsibilities

• 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
• 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
• 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
• 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

Benefits

• $111,000 to $139,000 per annum base salary + equity + benefits
• Medical, Dental, Vision and Life insurance
• Generous paid time off
• Generous paid Parental Leave
• 401K
• Flexible Spending Accounts
• Home office stipends
• Competitive salaries, stock options