Senior Financial Analyst, GTM

Alteryx

. Act as the primary Finance Business Partner for the global field sales organization .

Posted 9/29/2026full-timeRemote • United StatesSenior💰 $103,000 - $134,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning and analysis (FP&A) within high-growth SaaS or Tech environments, with a strong ability to influence senior leadership and drive strategic decisions through data-driven insights. Proficient in revenue forecasting, productivity metrics analysis, and collaboration with cross-functional teams to optimize financial processes.

Highest-signal resume keywords

5+ Years FP&A ExperienceRevenue ForecastingExpert-Level Proficiency in ExcelExperience in SaaS or Tech EnvironmentCFA/CPA Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Planning and AnalysisRevenue ForecastingProductivity Metrics AnalysisData SynthesisProject Management

Soft Skills

Influencing Senior LeadershipProactive Problem SolvingCollaboration

Tools & Technologies

ExcelGoogle SheetsAlteryxSalesforceTableau

Certifications & Qualifications

CFACPAMBA

Industry Keywords

SaaSTechGTM OrganizationRevenue OperationsU.S. Export Controls

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Act as the primary Finance Business Partner for the global field sales organization
Provide strategic support and analytical insights to sales leadership
Review and refine the top-line bookings forecast with the SVP of Sales, Americas and the SVP of International Sales
Lead quarterly alignment with Revenue Operations and corporate FP&A for new and expansion business segments
Lead headcount planning initiatives
Define and analyze productivity metrics for the field sales organization
Partner with Revenue Operations on workforce planning and top-line forecasting models
Act as a trusted advisor to sales leadership and shape strategic decisions through analytical insights
Collaborate with the Director of GTM FP&A on forecast models supporting annual planning

Requirements

What you’ll need

5+ years of progressive experience in FP&A, ideally within a high-growth SaaS or Tech environment
Proven track record of managing complex revenue forecasting and driving corporate reporting
Experience supporting a GTM organization as a strategic business partner
Demonstrated ability to influence senior leadership and lead cross-functional initiatives
Expert-level proficiency with Excel or Google Sheets
Exposure to automation and AI for modeling and optimizing financial processes
Proven ability to synthesize complex financial data into actionable narratives for executive-level audiences
Highly proactive with a track record of setting project plans, managing ambiguity, and driving results in a dynamic, fast-paced environment
BA/BS in Finance, Economics, Accounting, or a related field
Preferred proficiency in Alteryx, Salesforce, or Tableau
MBA or professional certification (CFA/CPA) is a plus
Candidates based on the East Coast to ensure easier overlap for global cross-functional support
Capacity to serve in compliance with U.S. export controls

Benefits

Comp & perks

Target annual bonus of 15% of base salary, based on individual and company performance
Monthly Connectivity Plus stipend of $150 to support remote work-related expenses
Annual $200 home office reimbursement
Medical, dental, and vision coverage
401(k) with company match
Paid parental leave, caregiver leave, and flexible time off
Mental health support and wellness reimbursement
Career development and education assistance