Financial Analyst III, Corp FP&A

Customers trust the Alation Data Intelligence Platform for self-service analytics, cloud transformation, data governance, and AI-ready data, fostering data-driven innovation at scale. With more than $340M in funding – valued at over $1.7 billion and nearly 600 customers, including 40% of the Fortune 100 — Alation helps organizations realize value from data and AI initiatives.

Alation has been recognized in 2024 as one of Inc. Magazine's Best Workplaces for the fifth time, a testament to our commitment to creating an inclusive, innovative, and collaborative environment.

Collaboration is at the forefront of everything we do. We strive to bring diverse perspectives together and empower each team member to contribute their unique strengths to live out our values each day. These are: Move the Ball, Build for the Long Term, Listen Like You’re Wrong, and Measure Through Customer Impact.

Joining Alation means being part of a fast-paced, high-growth company where every voice matters, and where we’re shaping the future of data intelligence with AI-ready data.

Join us on our journey to build a world where data culture thrives and curiosity is celebrated each day!

The Finance Planning and Analysis (FP&A) team is a strategic partner to Alation’s core functional leaders. We enable data-driven decision making and efficient capital allocation by working cross functionally across the business operators.

The Finance Planning and Analysis (FP&A) team is a strategic partner to Alation’s core functional leaders. We enable data-driven decision-making and efficient capital allocation by working cross-functionally across the business operators. More specifically, our Corp FP&A team owns all aspects of Alation’s consolidated financial reporting, G&A, and R&D functions.

We're looking for an FP&A Analyst to join our growing team. This individual will help us with the forecasting, budgeting, and reporting for various departments accurately and in a timely manner, and 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!

What You’ll Do:

• Leverage your financial background to support and influence key strategic and business decisions
• Design and provide analytical rigor to measure efficiency and ROI of investments in headcount and non-headcount expenses
• Drive reporting, process and discipline for finance routines to shape and influence decision-making (e.g. budget, forecast, monthly reviews, long-range plans)
• Build and own models for in-depth analyses, as well as ensure their quality, timeliness, and accuracy
• Define metrics and leading indicators of business performance
• 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.

What You Need:

• 3-5 years of relevant experience in strategic finance or FP&A
• 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)
• A proven ability to build strong collaborative working relationships with business partners
• A proven ability to be a self-starter capable of driving business results without significant supervision
• The ability to maintain high performance under tight timelines and a “roll up your sleeves” mindset to get any job done
• The ability to bring structure to ambiguous areas of opportunity and thrive in an unstructured, fast-moving environment
• 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

You Will Also Likely Have (not required)

• Experience working at a high-growth technology or financial services company
• Experience managing headcount and operating expenses
• Experience supporting R&D, G&A or other OpEx functions
• Experience building and maintaining 3 statement models
• 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