Senior Financial Analyst (SaaS)

TL;DR

Senior Financial Analyst (SaaS): Supporting revenue forecasting, topline reporting, and performance tracking for a leading data pipeline company with an accent on financial analysis and cross-functional collaboration. Focus on maintaining forecast models, preparing performance reports, and improving reporting processes.

Location: Hybrid (Oakland, CA or Denver, CO)

Company

Fivetran is a leading data pipeline company focused on making data access simple and reliable.

What you will do

• Maintain and evolve forecast models, support scenario planning, and assist with executive forecast reviews.
• Prepare forecast-to-actuals packages, flash reporting, and topline performance narratives.
• Track and analyze key revenue and customer KPIs, including NRR, churn, and pipeline conversion.
• Collaborate with Sales, RevOps, and Data teams to ensure accuracy and consistency across reporting and metrics.
• Execute ad hoc analyses on pricing, channel efficiency, and new business opportunities.
• Help build and improve forecasting tools, dashboards, and reporting processes at scale.

Requirements

• 2–3 years of experience in FP&A, investment banking, or business analytics (ideally at a SaaS company).
• Strong Excel/Sheets skills, with a sharp attention to data hygiene and modeling logic.
• Comfort navigating financial statements and revenue metrics (ARR, NRR, churn, CAC, etc.).
• Exposure to planning systems (Anaplan, Pigment, Adaptive), Salesforce, and Looker a plus.
• Collaborative mindset, strong work ethic, and eagerness to learn and grow in a fast-paced environment.