Strategic Finance Lead jobs in United States
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Glean · 22 hours ago

Strategic Finance Lead

Glean is the Work AI platform that helps everyone work smarter with AI. The Strategic Finance Lead will own the company model and partner closely with Marketing and Sales Development, providing financial insights and strategic analysis to drive efficient growth.

Agentic AIArtificial Intelligence (AI)Enterprise SoftwareGenerative AIMachine LearningSearch Engine
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Work & Life Balance
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H1B Sponsor Likelynote

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

Qualification

Financial modelingStrategic analysisKPI alignmentCapital planningInvestor relationsPresentation skillsWriting skillsCross-functional collaborationProblem-solving

Required

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

Benefits

Medical, Vision, and Dental coverage
Generous time-off policy
401k plan
Home office improvement stipend
Annual education and wellness stipends
Healthy lunches daily

Company

Glean

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Glean develops an AI-based search engine software that connects enterprise data and generates answers to improve workplace efficiency.

H1B Sponsorship

Glean has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (22)
2024 (17)
2023 (7)
2022 (26)

Funding

Current Stage
Late Stage
Total Funding
$768.2M
Key Investors
Wellington ManagementSequoia CapitalGeneral Catalyst
2025-06-10Series F· $150M
2024-09-10Series E· $260M
2024-02-27Series D· $203.2M

Leadership Team

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Arvind Jain
Founder and CEO
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Michael Miao
VP of Finance & BizOps
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Company data provided by crunchbase