Manager, Financial Planning & Analysis


Menlo Park, CA, US
  • Job Type: Full-Time
  • Function: Accounting/Finance
  • Post Date: 05/11/2021
  • Website:
  • Company Address: 8 Homewood Pl., Menlo Park, California 94025, US

About Globality

Globality’s vision is to unlock world-class services.

Using innovative A.I. technology built upon a constantly-expanding knowledge foundation with millions of data points, Globality ensures a level playing field so companies get the best service providers at the right price for every project. Plus, this inclusive approach leads to a decrease in time spent searching in favor of time spent doing, giving your business an immediate return on investment.

Job Description

At Globality, we’re proud to embody the core values of innovation, collaboration, and trust in both our culture and product.

We’re creating ground-breaking technology utilizing a world-class, AI-powered Platform that revolutionizes how businesses buy and sell services. We are an open, inclusive, and diverse organization and our employees are at the heart of the great products we create.

We’ve raised over $310M and are supported by an impressive group of prominent investors, including Al Gore and SoftBank Vision Fund. Our co-founders, Joel Hyatt and Lior Delgo, are seasoned entrepreneurs who bring an extensive business-building experience to our organization. Our impressive board includes Dennis Nally (former Global Chairman of PwC) and Ron Johnson (former SVP of Apple).

We’re excited to deliver the best in both innovative technologies and customer-focused experiences to realize our mission of creating a more inclusive global economy. Come help us build something great!


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 financialreporting, 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
  • 5+ 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


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.

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Disclaimer: Local Candidates Only
This company does NOT accept candidates from outside recruiting firms. Agency contacts are not welcome.