Strategic Finance Lead - Corporate and Marketing

About the position

We're 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 Corporate-ideal for someone who thrives in cross-functional environments and loves turning data into action.

Responsibilities

• Own our company model and lead our consolidated strategic and financial planning processes.
• 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 3 days a week in the office.

Benefits

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