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We’re 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 Corporate—ideal for someone who thrives in cross-functional environments and loves turning data into action.
Job Responsibility:
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 Glean’s 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
Requirements:
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
Nice to have:
Prior experience leading annual / semi-annual planning cycles