Alation
Overview
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Financial Analyst III, GTM FP&A
role at
Alation . Alation provides the Data Intelligence Platform for self-service analytics, cloud transformation, data governance, and AI-ready data to enable 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, reflecting our inclusive, innovative, and collaborative environment. Collaboration is at the forefront of what we do, and we empower each team member to contribute their strengths to our values: 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 as we shape 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. 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, ensuring quality, timeliness, and accuracy. Partner across the business and with our BI and Business Systems teams to develop reporting dashboards. Drive continuous process improvement, standardization, simplification, and reporting enhancements. 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. Strong problem-solving skills and ability to work independently, analyze problems and data to make complex decisions. Proficiency with GSuite tools, Salesforce, MS Office, and experience analyzing contracts and large data sets using BI tools and SQL. Ability to independently analyze information from various data sources to determine courses of action. Demonstrated experience partnering with cross-functional stakeholders. History of handling challenging projects and delivering results, with a solution-oriented mindset and focus on best practices. Self-disciplined, diligent, proactive, and detail-oriented. You Will Also Likely Have (not Required)
Experience 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. Experience with Oracle, NetSuite, Anaplan, Adaptive, Sigma, Tableau, or similar tools. Experience with SQL or a willingness to learn. Experience in data visualization and dashboarding. Compensation
Pay Range : $97,380.00 - $131,463.00 Salary information: The base salary range is specific to the United States. The final salary target will be based on factors including internal equity, experience, location, and training. If the final candidate has different experience, the base salary may vary. Alation, Inc. is an Equal Employment Opportunity employer. All qualified applicants will receive consideration regardless of race, color, religion, sex, national origin, age, disability, veteran status, or other protected status. The company provides reasonable accommodations for applicants during the hiring process if requested. This company participates in E-Verify.
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Join to apply for the
Financial Analyst III, GTM FP&A
role at
Alation . Alation provides the Data Intelligence Platform for self-service analytics, cloud transformation, data governance, and AI-ready data to enable 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, reflecting our inclusive, innovative, and collaborative environment. Collaboration is at the forefront of what we do, and we empower each team member to contribute their strengths to our values: 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 as we shape 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. 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, ensuring quality, timeliness, and accuracy. Partner across the business and with our BI and Business Systems teams to develop reporting dashboards. Drive continuous process improvement, standardization, simplification, and reporting enhancements. 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. Strong problem-solving skills and ability to work independently, analyze problems and data to make complex decisions. Proficiency with GSuite tools, Salesforce, MS Office, and experience analyzing contracts and large data sets using BI tools and SQL. Ability to independently analyze information from various data sources to determine courses of action. Demonstrated experience partnering with cross-functional stakeholders. History of handling challenging projects and delivering results, with a solution-oriented mindset and focus on best practices. Self-disciplined, diligent, proactive, and detail-oriented. You Will Also Likely Have (not Required)
Experience 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. Experience with Oracle, NetSuite, Anaplan, Adaptive, Sigma, Tableau, or similar tools. Experience with SQL or a willingness to learn. Experience in data visualization and dashboarding. Compensation
Pay Range : $97,380.00 - $131,463.00 Salary information: The base salary range is specific to the United States. The final salary target will be based on factors including internal equity, experience, location, and training. If the final candidate has different experience, the base salary may vary. Alation, Inc. is an Equal Employment Opportunity employer. All qualified applicants will receive consideration regardless of race, color, religion, sex, national origin, age, disability, veteran status, or other protected status. The company provides reasonable accommodations for applicants during the hiring process if requested. This company participates in E-Verify.
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