Alation
Overview
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. We are one of Inc. Magazine's Best Workplaces for the fifth time and are dedicated to an inclusive, innovative, and collaborative environment. Join us on a 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 analyst will manage and execute forecasting, budgeting, and reporting for various departments accurately and timely, and deliver improvements in our integrated financial systems with business partners, financial colleagues, and engineers. We work in a hybrid model in Redwood City.
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 (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 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 (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.
Preferred (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.
Hybrid Location Hybrid – Redwood City office.
Compensation Base salary range: $97,380 – $131,463 (United States). The final salary will be based on experience, education, location, and internal equity.
Equal Employment Opportunity Alation, Inc. is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, or creed, national origin, sex, sexual orientation, gender identity, age, disability, or other protected characteristics. The company will provide reasonable accommodations.
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Job Description Alation is seeking a
Financial Analyst III, GTM FP&A
to join our growing team. This analyst will manage and execute forecasting, budgeting, and reporting for various departments accurately and timely, and deliver improvements in our integrated financial systems with business partners, financial colleagues, and engineers. We work in a hybrid model in Redwood City.
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 (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 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 (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.
Preferred (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.
Hybrid Location Hybrid – Redwood City office.
Compensation Base salary range: $97,380 – $131,463 (United States). The final salary will be based on experience, education, location, and internal equity.
Equal Employment Opportunity Alation, Inc. is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, or creed, national origin, sex, sexual orientation, gender identity, age, disability, or other protected characteristics. The company will provide reasonable accommodations.
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