Strategic Finance Lead

Glean • San Francisco, CA

15d • $170,000 - $230,000 • Hybrid

About The Position

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.

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
• Willingness to relocate to the Bay Area and work 4 days a week in the office

Nice To Haves

• Prior experience leading annual / semi-annual planning cycles is a major plus

Responsibilities

• As the corporate lead on Glean’s 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 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

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, you'll 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.
• We're 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees