Financial Analyst III, GTM FP&A

Alation

122d • $97,380 - $131,463

About The Position

Alation is seeking a Financial Analyst III, GTM FP&A to join our growing team. This individual will help us manage and execute forecasting, budgeting, and reporting for various departments accurately and in a timely manner. This analyst will also help deliver improvements in our integrated financial systems with business partners, financial colleagues, and engineers. One more thing...We work in a hybrid model—you’ll join us in our Redwood City office to collaborate, connect, and enjoy a team atmosphere!

Requirements

• 3-5 years of relevant experience in strategic finance, FP&A, investment banking, or private equity.
• A keen analytical eye and experience building integrated models from scratch (in Excel or other planning applications).
• Experience driving and executing on finance processes (e.g. budget, forecast reviews, negotiations).
• Excellent communication and organizational skills, both written and verbal.
• Excellent problem-solving skills and demonstrated ability to work independently, analyze problems and data sets to make complex investigation decisions.
• Strong knowledge of GSuite tools, Salesforce, and MS-Office products, and experience working with/analyzing contracts and large data sets using BI tools and SQL.
• Independently analyze and evaluate information from various data sources to determine a course of action for a matched case.
• Demonstrated experience partnering with cross-functional stakeholders.
• Demonstrated history of taking on various types of challenging projects and producing results.
• Solution-oriented mindset with enthusiasm for establishing best practices.
• Self-disciplined, diligent, proactive, and detail-oriented.

Nice To Haves

• Experience working at a high-growth technology or financial services company; PE-backed experience is a plus.
• Experience managing headcount and operating expenses.
• Experience supporting Go-to-Market and/or COS Functions.
• Oracle, NetSuite, Anaplan, Adaptive, Sigma, Tableau, or other equivalent application experience.
• Experience with SQL or a willingness to learn.
• Experience in data visualization and dashboarding.

Responsibilities

• Leverage your financial background to support and influence key strategic and business decisions.
• Define and manage key GTM metrics (ARR, sales & marketing spend, pipeline, productivity, and efficiency), analyzing trends and distilling insights that guide strategy and day-to-day execution.
• Drive reporting, process, and discipline for finance routines to shape and influence decision-making (e.g., budget, forecast, monthly reviews, long-range plans).
• Design rigorous analyses to measure the efficiency and ROI of investments in headcount and non-headcount expenses.
• Build and own models for in-depth analyses, and ensure their quality, timeliness, and accuracy.
• Partner across the business and with our Business Intelligence and Business Systems teams to develop reporting dashboards.
• Drive continuous process improvement, standardization, simplification, and reporting enhancements.

Benefits

• Market-Leading Data Catalog Provider
• High-growth, collaborative environment with diverse and inclusive teams
• Continuous learning, enrichment and development opportunities
• Competitive pay and health offerings including commuter benefits
• Flexible time off to relax and recharge

What This Job Offers

• Number of Employees: 501-1,000 employees