Financial Analyst III, GTM 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!

Job Description:

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!

What You’ll Do:

• 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.

What You Need:

• 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.

You Will Also Likely Have (not required):

• 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.