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Strategic Finance Associate / Senior Associate – GTM Finance

Strategic Finance Associate / Senior Associate – GTM Finance

CompanyGlean
LocationPalo Alto, CA, USA
Salary$130000 – $150000
TypeFull-Time
DegreesBachelor’s
Experience LevelMid Level

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
  • 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

Responsibilities

  • 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

Preferred Qualifications

  • Preferably for a B2B and/or SaaS business