GTM Finance Senior Analyst

Fivetran; Oakland (CA); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Fivetran is seeking a Senior Analyst on the GTM Finance team to own mission-critical models and deliver insights that influence executive decisions. You will translate sales performance data into strategic planning, optimize investments, and support revenue growth for the SaaS business.

The role requires 3-5 years in FP&A or related fields, expert financial modeling, and strong communication with Sales and RevOps leadership.

Qualifications

• 3-5 years of FP&A, investment banking, corporate finance, or strategic finance roles.
• Strong executive presence and attention to detail.
• Ability to communicate financial insights clearly to non-finance stakeholders and executives.
• Expert-level modeling skills (Excel/Sheets) and comfort with BI tools.
• Deep familiarity with SaaS metrics, revenue forecasting, and GTM operating models.

Responsibilities

• Build and maintain sales capacity models for headcount, ramping, productivity, attainment and quota.
• Analyze revenue planning for existing customers including renewals, expansion, churn and retention.
• Manage headcount forecast and budget planning with Sales leaders, RevOps and Recruiting.
• Evaluate ROI of sales investments by analyzing headcount, productivity, pipeline, bookings, ARR and contribution margin.
• Support quarterly forecasts, long-range planning and scenario analysis.
• Prepare monthly and quarterly forecast-to-actuals, variance analysis and performance narratives for leadership.
• Partner with Sales, Revenue Ops, Data, Accounting and other Finance teams to improve data quality and provide decision support.
• Develop dashboards and presentations communicating performance, risks, opportunities and actions.

Skills

FP&A

SaaS metrics

Executive communication

Excel modeling

Looker / BI tools

Tools

Looker

Pigment

Anaplan

Adaptive

Salesforce

Job description

• Fivetran is building data pipelines to power the modern data stack for thousands of companies
• As a Senior Analyst on the GTM Finance team, you’ll operate at the center of revenue strategy — owning mission-critical models, delivering insights that influence executive decisions, and partnering directly with Sales and RevOps leadership
• You will translate sales performance and operating data into actionable insights to help drive forward-looking strategic planning across our new and existing business, optimize investment decisions and scale our sales-led GTM motions
• This is a high-impact role for an analytically rigorous finance professional to build deep expertise in SaaS sales finance
• Our hybrid work model offers a blend of remote flexibility and in-person collaboration, including two days in the office each week to connect and build as a team
• Sales Capacity and Productivity: Build and maintain sale capacity models supporting decisions on headcount, ramping, productivity, attainment and quota
• Book-of-Business Planning: Analyze and support revenue planning for the existing customer base, including renewals, expansion, contraction, churn and retention
• Headcount and Investment Planning: Manage headcount forecast and budget planning, collaborating with Sales leaders, Revenue Operations and Recruiting
• Investment ROI: Evaluate the return on sales investments by analyzing incremental headcount, productivity, pipeline generation, bookings, ARR, contribution margin, and payback
• Forecasting and Annual Planning: Support quarterly forecasts, long-range planning, annual operating plans, target setting, and scenario analysis
• Performance Analysis: Prepare monthly and quarterly forecast-to-actuals reporting, variance analysis, and performance narratives for Sales and Finance leadership
• Business Partnering: Work closely with Sales, Revenue Operations, Data, Accounting, and other Finance teams to improve data quality, align on definitions, and deliver decision support
• Executive and Stakeholder Reporting: Develop clear analyses, dashboards, and presentations that communicate performance, risks, opportunities, and recommended actions

3-5 years of FP&A, investment banking, corporate finance, or strategic finance rolesStrong executive presence, attention to detail, and a bias toward actionAbility to communicate financial insights clearly to non-finance stakeholders and executivesExpert-level modeling skills (Excel/Sheets), and comfort working with BI tools (e.g., Looker); planning systems (Pigment/Anaplan/Adaptive), Salesforce a plusDeep familiarity with SaaS metrics, revenue forecasting, and GTM operating models