GTM Finance Sr. Analyst

Fivetran; Oakland (CA); Hybrid; USD 126,000 - 151,000; Full time

Benefits offered by this job

100% employer-paid medical insurance

Generous PTO and parental leave

RSU stock grants

Professional development and training

Team building activities and virtual交流

Monthly cell phone stipend

Mental health resources

Job summary

Fivetran, a leader in modern data pipelines, seeks a Senior Analyst on the GTM Finance team to own revenue models, deliver insights, and partner with Sales and RevOps to guide strategic decisions. You will translate sales performance into actionable plans and support quarterly forecasts.

The role offers a hybrid work model, including two in-office days per week in Oakland. You will build dashboards, collaborate across Finance and Sales, and communicate clearly with executives on risks,

Qualifications

• 3–5 years of FP&A, investment banking, corporate finance, or strategic finance roles.
• Deep familiarity with SaaS metrics, revenue forecasting, and GTM operating models.
• Advanced modeling skills in Excel/Sheets; comfortable with BI tools and Salesforce is a plus.

Responsibilities

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

Skills

FP&A

SaaS metrics

Revenue forecasting

GTM models

Excel modeling

Looker

Salesforce

Executive communication

Attention to detail

Bias toward action

Tools

Looker

Salesforce

Anaplan

Pigment

Adaptive

Job description

From Fivetran’s founding until now, our mission has remained the same: to make access to data as simple and reliable as electricity. With Fivetran, customer data arrives in their warehouses, canonical and ready to query, with no engineering or maintenance required. We’re proud that more organizations continue to leverage our technology every day to become truly data-driven.

About Us

Fivetran and dbt Labs are bringing together two industry-leading companies with a shared mission: helping organizations unlock the full value of their data. Together, we’re delivering the data infrastructure layer that helps organizations move, transform, and trust their data — from the moment data moves, through every transformation, to the context teams and AI systems rely on. Fivetran helps organizations automate data movement across the systems, clouds, engines, and tools they rely on. dbt Labs pioneered analytics engineering, helping teams transform data into reliable, governed insights. Together, we support thousands of organizations as they build a trusted foundation for analytics, AI, and better business decisions.

As we bring our teams and technology together, we’re building on the strengths of both companies while continuing to deliver the products and experiences our customers know and trust. It’s an exciting time to join us: we’re creating a company with the scale, talent, and technology to help more organizations put their data to work with greater speed, confidence, and impact. During this transition period, you may see references to both Fivetran and dbt Labs throughout our recruiting process as we integrate our teams, systems, and career sites.

About The Role

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.

What You’ll Do

• 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

Skills We’re Looking For

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

The compensation range displayed on this job posting reflects the minimum and maximum target for new hire compensation for the target position and level, and may include sales incentives or target bonuses depending on the role. Our compensation ranges are determined by role, level, and location. Our job titles may span more than one career level. Within the range, individual compensation is determined by additional factors, including job‑related skills, experience, relevant education or training, business need, market demands. The compensation range is subject to change and may be modified in the future. Your recruiter can share more about the specific compensation range for your location during the hiring process.

Oakland Pay Range

$126,220—$151,470 USD

Perks And Benefits

• 100% employer‑paid medical insurance
• Generous paid time‑off policy (PTO), plus paid sick time, inclusive parental leave policy, holidays (including a year end Global Week of Rest), and volunteer days off
• RSU stock grants*
• Professional development and training opportunities
• Company virtual happy hours, free food, and fun team‑building activities
• Monthly cell phone stipend
• Access to an innovative mental health support platform that offers personalized care and resources in areas such as: therapy, coaching, and self‑guided mindfulness exercises for all covered employees and their covered dependents.

*May vary by country and worker type - please reach out to your recruiter for more information

Click here to learn more about Fivetran's Benefits by Region.

We’re honored to be valued at over $5.6 billion, but more importantly, we’re proud of our core values of Get Stuck In, Do the Right Thing, and One Team, One Dream. Read about us in Forbes.

Fivetran brings together high‑quality talent across the globe to make data access as easy and reliable as electricity for our customers. We value and recognize that our customers benefit from having innovative teams made of people from many backgrounds, experiences, and identities. Fivetran promotes diversity, equity, inclusion & belonging through attracting, recruiting, developing, and retaining a diverse workforce, not only because it is the right thing to do, but because it helps us build a world‑class company to better serve our customers, our people and our communities.

To learn more about Fivetran’s culture and what it’s like to be part of the team, click here and enjoy our video.

To learn more about our candidate privacy policy, you can read our statement here.

We are committed to ensuring that all candidates have an equal opportunity to participate in our interview process. If you require accommodations at any stage of the process due to a disability, medical condition, or any other circumstance, please don't hesitate to submit your request by filling out this form. We will work with you to provide reasonable accommodations to facilitate your participation and ensure a fair and accessible interview experience. Your request and any information provided will be kept confidential and will not impact your candidacy. We look forward to hearing from you and accommodating your needs to the best of our ability.