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Strategic Finance Associate / Senior Associate – GTM Finance
Company | Glean |
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Location | Palo Alto, CA, USA |
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Salary | $130000 – $150000 |
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Type | Full-Time |
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Degrees | Bachelor’s |
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Experience Level | Mid Level |
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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