Strategic Finance Associate / Senior Associate - GTM Finance

1 Month ago • 3-4 Years • Finance

Job Summary

Job Description

The Strategic Finance Associate / Senior Associate will join the GTM Strategic Finance team, partnering with GTM organizations. This role requires acting as a thought partner to the SVP of Sales and GTM leadership, providing financial insights and strategic analysis to accelerate customer acquisition and drive efficient growth. Key responsibilities include owning the topline capacity model and churn finance forecast, ensuring resource allocation, driving alignment on KPIs, analyzing Glean's financial trajectory, establishing ROI metrics, assisting with planning systems, and preparing reports. The ideal candidate thrives in cross-functional environments and transforms data into actionable strategies.
Must have:
  • Expert financial modeling experience
  • Ability to resolve potential roadblocks
  • Excellent presentation and writing skills
  • Relevant experience in investment banking, private equity, FP&A, or related fields
  • Willingness to relocate to the Bay Area and work 3 days a week in the office

Job Details

Strategic Finance Associate / Senior Associate - GTM Finance

About Glean
We’re on a mission to make knowledge work faster and more humane. We believe that AI will fundamentally transform how people work. In the future, everyone will work in tandem with expert AI assistants who find knowledge, create and synthesize information, and execute work. These assistants will free people up to focus on the higher-level, creative aspects of their work.

We’re building a system of intelligence for every company in the world. On the surface, you can think of it as Google + ChatGPT for the enterprise. Under the hood, our platform is the connective tissue between AI and knowledge. It brings all of a company’s knowledge together, understands it at a deep level, provides industry-leading search relevance over it, and connects it to generative AI agents and applications.

Glean was founded by a seasoned team of former Google search and Facebook engineers who saw a need in the enterprise space for their technical depth and passion for AI. We’re a diverse team of curious and creative people who want to help each other get big things done—so we can help other teams do the same.

We're backed by some of the Valley's leading venture capitalists—including Sequoia, Kleiner Perkins, Lightspeed, and General Catalyst—and have assembled a world-class team with senior leadership experience at Google, Slack, Facebook, Dropbox, Rubrik, Uber, Intercom, Pinterest, Palantir, and others.

Team
The Strategic Finance team at Glean is dedicated to addressing some of the company's most critical business challenges. This team is in charge of managing the company's budget, driving quarterly and annual planning processes, efficiently allocating and deploying the company's resources, conducting financial analyses in collaboration with all departments across the company, owning financial planning systems, and playing a crucial role in investor relations and treasury.

Role

We’re looking for a Strategic Finance Associate / Senior Associate to join our GTM Strategic Finance team and partner with our GTM organizations. 

 

You will act as a thought partner to the SVP of Sales and GTM 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 and GTM—ideal for someone who thrives in cross-functional environments and loves turning data into action.


What You Will Do And Achieve

  • Own the topline capacity model and churn finance forecast for the company
  • Serve as a thought partner to cross-functional stakeholders in GTM 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 business segments, and regularly analyze and report on these metrics to drive continuous improvement and operational excellence
  • Assist with implementing 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

Who You Are

  • 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
  • 3-4 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 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

For California Based Applicants

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About The Company

We’re on a mission to make knowledge work faster and more humane. We believe that AI will fundamentally transform how people work. In the future, everyone will work in tandem with expert AI assistants who find knowledge, create and synthesize information, and execute work. These assistants will free people up to focus on the higher-level, creative aspects of their work. We’re building a system of intelligence for every company in the world. On the surface, you can think of it as Google + ChatGPT for the enterprise. Under the hood, our platform is the connective tissue between AI and knowledge. It brings all of a company’s knowledge together, understands it at a deep level, provides industry-leading search relevance over it, and connects it to generative AI agents and applications.

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