Senior Financial Analyst, Gtm

Fivetran Fivetran · Data AI · Oakland, CA · Finance Department

Senior Financial Analyst role focused on GTM finance, supporting revenue forecasting, reporting, and performance tracking for a SaaS company. Requires strong Excel/Sheets skills and experience in FP&A or business analytics.

What you'd actually do

  1. Maintain and evolve forecast models, support scenario planning, and assist with executive forecast reviews
  2. Prepare forecast-to-actuals packages, flash reporting, and topline performance narratives
  3. Track and analyze key revenue and customer KPIs, including NRR, churn, and pipeline conversion
  4. Collaborate with Sales, RevOps, and Data teams to ensure accuracy and consistency across reporting and metrics
  5. Execute ad hoc analyses on pricing, channel efficiency, and new business opportunities

Skills

Required

  • 2–3 years of experience in FP&A, investment banking, or business analytics
  • Strong Excel/Sheets skills
  • Comfort navigating financial statements and revenue metrics (ARR, NRR, churn, CAC, etc.)

Nice to have

  • Exposure to planning systems (Anaplan, Pigment, Adaptive)
  • Salesforce
  • Looker

What the JD emphasized

  • build deep SaaS finance expertise
  • grow into a strategic finance leader