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Strategic Finance Lead



Accounting & Finance
Palo Alto, CA, USA
Posted on Friday, May 17, 2024

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.


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.

This role will be specifically focused on FP&A but will have exposure to all aspects of Strategic Finance. The role requires someone who is highly analytical and strategic, an excellent communicator, approaches problems in a structured manner, and is comfortable with ambiguity. You’ll have substantial exposure to senior leadership, focus on the highest-priority business issues, and be plugged into every facet of the business.

What you will do and achieve

  • As the FP&A lead on Glean’s Strategic Finance team, you will own our company model and lead our consolidated strategic and financial planning processes
  • Serve as a thought partner to cross-functional stakeholders and 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
  • 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

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
  • 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 FP&A experience leading annual / semi-annual planning cycles is a major plus
  • Willingness to relocate to the Bay Area and work 3 days a week out of our Palo Alto office
  • 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:

The standard base salary range for this position is $155,000 - $170,000 annually. Compensation offered will be determined by factors such as location, level, job-related knowledge, skills, and experience. Certain roles may be eligible for variable compensation, equity, and benefits.

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.