Strategic Finance Lead - Corporate and Marketing

About Glean
Were on a mission to make knowledge work faster and more humane. We believe that AI will fundamentally transform how people work. In the future everyone will work in tandem with expert AI assistants who find knowledge create and synthesize information and execute work. These assistants will free people up to focus on the higherlevel creative aspects of their work.

Were building a system of intelligence for every company in the world. On the surface you can think of it as Google ChatGPT for the enterprise. Under the hood our platform is the connective tissue between AI and knowledge. It brings all of a companys knowledge together understands it at a deep level provides industryleading search relevance over it and connects it to generative AI agents and applications.

Glean was founded by a seasoned team of former Google search and Facebook engineers who saw a need in the enterprise space for their technical depth and passion for AI. Were a diverse team of curious and creative people who want to help each other get big things doneso we can help other teams do the same.

Were backed by some of the Valleys leading venture capitalistsincluding Sequoia Kleiner Perkins Lightspeed and General Catalystand have assembled a worldclass team with senior leadership experience at Google Slack Facebook Dropbox Rubrik Uber Intercom Pinterest Palantir and others.

Team
The Strategic Finance team at Glean is dedicated to addressing some of the companys most critical business challenges. This team is in charge of managing the companys budget driving quarterly and annual planning processes efficiently allocating and deploying the companys resources conducting financial analyses in collaboration with all departments across the company owning financial planning systems and playing a crucial role in investor relations and treasury.

Role

Were looking for a Strategic Finance Lead to own our Company Model and partner closely with our Marketing organization.

You will act as a thought partner to the CMO and Marketing leadership team bringing financial insights strategic analysis and decision support to accelerate customer acquisition and drive efficient growth. This role sits at the intersection of Finance Marketing and Corporateideal for someone who thrives in crossfunctional environments and loves turning data into action.

What You Will Do And Achieve

• As the corporate lead on Gleans Strategic Finance team you will own our company model and lead our consolidated strategic and financial planning processes
• Serve as a thought partner to crossfunctional stakeholders in marketing and sales development to ensure they have the necessary resource allocations to invest in key investments/initiatives
• Drive alignment on KPIs and key metrics to track teamspecific and companywide trends growth initiatives business performance and provide visibility into operating performance
• Understand and analyze the levers that drive Gleans longterm financial trajectory
• Establish and manage key ROI and efficiency metrics across different marketing channels and regularly analyze and report on these metrics to drive continuous improvement and operational excellence
• Own pipeline generation forecasting on behalf of the Strategic Finance team
• Implement a bestinclass planning system that will scale
• Assist with capital planning efforts corporate finance and investor relations
• Partner with the accounting team to make sure forecasts are aligned with historical financials
• Prepare presentations and key reporting to the Board of Directors and Executive Team

Who You Are

• An ability to distill complex issues into structured frameworks and concrete action plans
• Expert financial modeling experience with strong attention to detail
• Ability to quickly identify and methodically resolve potential roadblocks
• Excellent presentation and writing skills and the ability to clearly communicate messages that link business issues financial results and strategy at the executive level
• 5 years of relevant experience in investment banking private equity FP&A strategic finance or related fields preferably for a B2B and/or SaaS business
• Prior experience leading annual / semiannual planning cycles is a major plus
• Willingness to relocate to the Bay Area and work 3 days a week in the office

Benefits

• Competitive compensation
• Medical Vision and Dental coverage
• Flexible work environment and timeoff policy
• 401k
• Company events
• A home office improvement stipend when you first join
• Annual education stipend
• Wellness stipend
• Healthy lunches and dinners provided daily

For California Based Applicants

The standard base salary range for this position is $175000 $195000 annually. Compensation offered will be determined by factors such as location level jobrelated knowledge skills and experience. Certain roles may be eligible for variable compensation equity and benefits.

We are a diverse bunch of people and we want to continue to attract and retain a diverse range of people into our organization. Were committed to an inclusive and diverse company. We do not discriminate based on gender ethnicity sexual orientation religion civil or family status age disability or race.