Senior Financial Analyst, GTM

Fivetran Inc.

Job Overview

Location

Oakland, California, United States, AMER

Job Type

Full-time

Full Job Description

📋 Description

• Maintain and evolve revenue forecasting models to support scenario planning and executive forecast reviews for GTM finance operations.
• Prepare month-end and quarter-end forecast-to-actuals packages, flash reporting, and topline performance narratives to inform leadership decisions.
• Track, analyze, and report on key revenue and customer KPIs including Net Revenue Retention (NRR), churn, pipeline conversion rates, and other SaaS metrics.
• Collaborate closely with Sales, Revenue Operations, and Data teams to ensure consistency, accuracy, and alignment across all financial reporting and metric definitions.
• Execute ad hoc strategic analyses on pricing structures, sales channel efficiency, and new business opportunities to drive revenue optimization.
• Help design, build, and improve forecasting tools, dashboards, and automated reporting processes to scale financial operations across the organization.
• Support the Sr. Manager of GTM Finance by delivering timely, high-quality financial insights that enable data-driven decision-making.
• Ensure data hygiene and modeling integrity in all financial analyses, with a focus on precision and reproducibility in Excel/Sheets-based models.
• Contribute to the continuous improvement of financial infrastructure by identifying inefficiencies and implementing scalable solutions.
• Participate in hybrid work model with two in-office days per week at either the Oakland, CA or Denver, CO office to foster team collaboration and alignment.

🎯 Requirements

• 2–3 years of experience in FP&A, investment banking, or business analytics, preferably at a SaaS company
• Strong proficiency in Excel/Sheets with attention to data hygiene and modeling logic
• Comfort navigating financial statements and SaaS revenue metrics (ARR, NRR, churn, CAC, etc.)
• Exposure to planning systems such as Anaplan, Pigment, or Adaptive, and tools like Salesforce and Looker
• Collaborative mindset, strong work ethic, and eagerness to learn and grow in a fast-paced environment

🏖️ Benefits

• 100% employer-paid medical insurance
• Generous paid time-off policy (PTO), plus paid sick time, inclusive parental leave, holidays, and volunteer days off
• RSU stock grants
• Professional development and training opportunities
• Monthly cell phone stipend
• Access to an innovative mental health support platform offering therapy, coaching, and mindfulness resources for employees and covered dependents

Skills & Technologies

Senior

Remote

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Fivetran Inc.

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About Fivetran Inc.

Fivetran Inc. provides automated data integration software that replicates application, database, and event data into cloud data warehouses. It manages schema drift, incremental updates, and normalization, enabling analysts to query live data without engineering overhead. The company serves enterprises needing reliable, governed data pipelines across systems like Salesforce, MySQL, and Snowflake. Founded in 2012, it is headquartered in Oakland, California, with global offices, and operates on a subscription revenue model.

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