FP&A Manager

Joel Hyatt and Lior Delgo founded Globality with a vision to create prosperous and healthy economies, companies, communities, and individuals. In this new era of the Autonomous Enterprise, Globality is on a mission to unleash productivity and purpose through autonomous sourcing and procurement. Leveraging our sophisticated AI, Globality empowers leading global companies to automate their purchasing processes and optimize how they spend their money – improving their profits, advancing their objectives, and extending their impact.  Our customers love Globality.  You will too.

The foundation of our culture is based off of our values: Trust, Collaboration and Innovation.  Our goal is to create an environment where each person feels valued and experiences a natural sense of belonging. Not only have we been recognized for our transformational technology, but we’re also humbled to be recognized for the workplace culture we’ve built here. So we encourage you to bring your work and your life experiences. Bring your problem-solving skills, sure, but don’t forget your joy and passion. Bring the talent that makes you stand out but also bring the communities that ground and support you. We are a greater, more resilient world through the power of us. 

Role Summary:

Join Globality’s collaborative team as a Manager –FP&A, focusing on financial planning, budgeting, financial statement analysis, business performance reporting, financial modeling and ad-hoc analysis. Reporting to our Chief Financial Officer, you’ll work closely with numerous teams at Globality, including Accounting, Sales, Customer Success, Legal, and our Technology Teams. You’ll provide budget and financial analysis support to numerous teams as well as the senior executive team. Along the way, you’ll develop the varied skills of a pragmatic financial analyst, at a privately funded, technology company.

This is a role for an intellectually curious quick-thinker, capable of analyzing key business drivers and nuanced trends in the business, and providing accurate, easily-understood, management reporting.

What you will be doing:

• Identify, design and report various financial and business metrics via weekly, monthly and quarterly dashboards or reports for the CFO and executive team
• Act as subject matter expert on Bookings and Client activities on the platform for revenue and financial reporting, analysis and planning
• Drive deep dive analysis to enable decision making, execution and/or strategic planning
• Financial planning and budgeting processes
• Weekly, monthly, and quarterly business & financial performance reporting
• Detailed headcount and full-time equivalent reporting & analysis
• Developing forecast models for revenue and expenses
• Ad-hoc analysis covering numerous areas of business performance
• Provide as-needed assistance in monthly financial closing
• Collaborate with key members of the Globality team and gain a good operational understanding of our business and how it is performing
• Establish a good rapport with all key contacts

 What we are looking for: 

• Bachelor’s degree in Business Administration, Finance, Accounting or a relevant / related field
• 4+ years of experience in financial planning, analysis, management reporting, and financial modeling / forecasting
• Ability to present financial information to both financial and non-financial audiences
• Strong organizational and multitasking skills
• Excellent communication, interpersonal, and presentation skills, with high integrity
• Ability to work collaboratively in a team environment with internal and external contacts ranging in seniority from entry-level employee up to CEO
• Detail-oriented and able to perform in a time-sensitive environment
• Strong analytical thinking and problem-solving skills: demonstrated ability to structure complex problems, develop solutions, and craft high quality project plans
• Advanced knowledge of Excel with demonstrated proficiency in advanced functions
• Extensive modeling and presentation development skills
• Strong working knowledge of financial planning, forecasting, organization budgeting and resource allocation, and reporting processes
• Skills and working familiarity in FP&A and other reporting tools; Ideal if candidate has experience with Salesforce & Netsuite
• Willing to work in our Palo Alto office 3 times a week (hybrid role)

The anticipated annual pay scale for this position is $120,000-$170,000. Actual salaries will vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Globality's total compensation package for employees. This information is provided per the California Equal Pay Act. We are an equal opportunity employer and a participant in the E-Verify program. We believe diversity makes teams better and that discrimination based on race, gender, or anything else is self-defeating.