Senior Financial Analyst, Gtm

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

This role is for a Senior Financial Analyst focused on Go-To-Market (GTM) finance at Fivetran. The primary responsibilities include revenue forecasting, month/quarter close reporting, performance tracking of key revenue and customer KPIs, and cross-functional collaboration with Sales and Revenue Operations. The role also involves strategic analysis on pricing and new business opportunities, and supporting the improvement of forecasting tools and reporting processes. It requires experience in FP&A, financial modeling, and understanding SaaS financial metrics.

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 (ideally at a SaaS company)
  • Strong Excel/Sheets skills, with a sharp attention to data hygiene and modeling logic
  • Comfort navigating financial statements and revenue metrics (ARR, NRR, churn, CAC, etc.)

Nice to have

  • Exposure to planning systems (Anaplan, Pigment, Adaptive), Salesforce, and Looker a plus
  • Collaborative mindset, strong work ethic, and eagerness to learn and grow in a fast-paced environment