Strategic Finance Lead

About Glean:

Founded in 2019 Glean is an innovative AI-powered knowledge management platform designed to help organizations quickly find organize and share information across their teams. By integrating seamlessly with tools like Google Drive Slack and Microsoft Teams Glean ensures employees can access the right knowledge at the right time boosting productivity and collaboration. The companys cutting-edge AI technology simplifies knowledge discovery making it faster and more efficient for teams to leverage their collective intelligence.

Glean was born from Founder & CEO Arvind Jains deep understanding of the challenges employees face in finding and understanding information at work. Seeing firsthand how fragmented knowledge and sprawling SaaS tools made it difficult to stay productive he set out to build a better way - an AI-powered enterprise search platform that helps people quickly and intuitively access the information they need. Since then Glean has evolved into the leading Work AI platform combining enterprise-grade search an AI assistant and powerful application- and agent-building capabilities to fundamentally redefine how employees work.

About the Role

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

You will act as a thought partner to the Marketing and Sales Development 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 cross-functional environments and loves turning data into action.

You will

• As the corporate lead on Gleans Strategic Finance team you will own our company model and lead our consolidated strategic and financial planning processes including long range planning
• Serve as a thought partner to cross-functional 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 team-specific and company-wide trends growth initiatives business performance and provide visibility into operating performance
• Understand and analyze the levers that drive Gleans long-term 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 best-in-class 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

About you

• 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 road-blocks
• 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 / semi-annual planning cycles is a major plus
• Willingness to relocate to the Bay Area and work 4 days a week in the office

Location

This role is hybrid out of our SF Bay Area offices

Compensation & Benefits:

The standard base salary range for this position is $170000 - $230000 annually. Compensation offered will be determined by factors such as location level job-related knowledge skills and experience. Certain roles may be eligible for variable compensation equity and benefits.

We offer a comprehensive benefits package including competitive compensation Medical Vision and Dental coverage generous time-off policy and the opportunity to contribute to your 401k plan to support your long-term goals. When you join youll receive a home office improvement stipend as well as an annual education and wellness stipends to support your growth and wellbeing. We foster a vibrant company culture through regular events and provide healthy lunches daily to keep you fueled and focused.

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.

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