Senior SaaS Finance Analyst GTM & Forecasting

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

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,