Strategic Finance Associate / Senior Associate - GTM Finance

US.svg
United States
Location
Remote in
United States
Palo Alto
Compensary
Undisclosed
Category
Financial Analyst
Date posted
June 13, 2025
Job type
Full-time
Experience level
Mid level

About Glean:

Founded in 2019, Glean is an innovative AI-powered knowledge management platform designed to help organizations quickly find, organize, and share information across their teams. By integrating seamlessly with tools like Google Drive, Slack, and Microsoft Teams, Glean ensures employees can access the right knowledge at the right time, boosting productivity and collaboration. The company’s cutting-edge AI technology simplifies knowledge discovery, making it faster and more efficient for teams to leverage their collective intelligence.

Glean was born from Founder & CEO Arvind Jain’s deep understanding of the challenges employees face in finding and understanding information at work. Seeing firsthand how fragmented knowledge and sprawling SaaS tools made it difficult to stay productive, he set out to build a better way - an AI-powered enterprise search platform that helps people quickly and intuitively access the information they need. Since then, Glean has evolved into the leading Work AI platform, combining enterprise-grade search, an AI assistant, and powerful application- and agent-building capabilities to fundamentally redefine how employees work.

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

The standard base salary range for this position is $130,000 - $150,000 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 rac

Companies size
1001-5000
employees
Founded in
2019
Headquaters
Palo Alto, CA, United States
Country
United States
Industry
Software Development
Social media
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