Strategic Finance Lead - Corporate and Marketing

Glean Glean · Enterprise · G&A

This role is for a Strategic Finance Lead focused on corporate modeling and partnering with the Marketing organization. The responsibilities include owning the company model, leading financial planning, providing financial insights to marketing and sales, driving alignment on KPIs, analyzing financial trajectory, establishing ROI metrics for marketing channels, forecasting pipeline generation, implementing planning systems, assisting with capital planning and investor relations, and preparing board presentations. The ideal candidate has 5+ years of experience in finance, strong financial modeling skills, and the ability to communicate complex financial information to executives. This role is not directly involved in building or deploying AI/ML models.

What you'd actually do

  1. 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
  2. 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
  3. 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
  4. Understand and analyze the levers that drive Glean’s long-term financial trajectory
  5. 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

Skills

Required

  • Expert financial modeling experience
  • strong attention to detail
  • Ability to quickly identify and methodically resolve potential road-blocks
  • Excellent presentation and writing skills
  • 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

Nice to have

  • Prior experience leading annual / semi-annual planning cycles is a major plus
  • Willingness to relocate to the Bay Area and work 3 days a week in the office

What the JD emphasized

  • own our company model
  • lead our consolidated strategic and financial planning processes
  • drive alignment on KPIs
  • key metrics
  • pipeline generation forecasting
  • Implement a best-in-class planning system
  • capital planning efforts
  • corporate finance
  • investor relations
  • Board of Directors
  • Executive Team
  • Expert financial modeling experience
  • strong attention to detail
  • potential road-blocks
  • clearly communicate messages
  • executive level
  • 5+ years of relevant experience
  • B2B and/or SaaS business
  • leading annual / semi-annual planning cycles