Senior Financial Analyst

Who you are

• Experience: 5+ years of progressive experience in FP&A, ideally within a high-growth SaaS or Tech environment
• A proven track record of managing complex revenue forecasting and driving corporate reporting
• Experience supporting a GTM org as a strategic business partner
• Demonstrated ability to influence senior leadership and lead cross-functional initiatives
• Expert-level proficiency with Excel or Google Sheets
• Preferred: proficiency in Alteryx, Salesforce, or Tableau
• 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
• Education: BA/BS in Finance, Economics, Accounting, or a related field; an MBA or professional certification (CFA/CPA) is a plus
• Find yourself checking a lot of these boxes but doubting whether you should apply? At Alteryx, we support a growth mindset for our associates through all stages of their careers. If you meet some of the requirements and you share our values, we encourage you to apply
• This position involves access to software/technology that is subject to U.S. export controls. Any job offer made will be contingent upon the applicant’s capacity to serve in compliance with U.S. export controls

What the job involves

• Alteryx is looking for a Senior Financial Analyst, GTM to join our GTM Finance team, reporting to the Director of GTM Finance. In this role, you will act as a primary Finance Business Partner for the global field sales organization, delivering actionable insights and data-driven solutions to drive strategic decision-making
• You will be responsible for optimizing revenue forecasting, managing headcount planning, and enhancing productivity metrics to support the scale and success of our global sales initiatives
• Finance Business Partnering: Act as the dedicated Finance Business Partner for the global field sales organization, providing strategic support and analytical insights
• Top-Line Forecasting: Review and refine the top-line bookings forecast in collaboration with the SVP of Sales, Americas and the SVP of International Sales
• Quarterly Alignment: Lead the alignment with revenue operations and corporate FP&A on quarterly forecasts specifically for new and expansion business segments
• Headcount and Productivity: Lead headcount planning initiatives and define/analyze productivity metrics for the field sales organization to optimize resource allocation
• Capacity Planning: Partner with Revenue Operations to ensure workforce planning supports top-line forecasting models
• Strategic Influence: Act as a trusted advisor to sales leadership, using narratives and analytical insights to shape strategic decisions and optimize business outcomes
• Annual Planning: closely collaborate with Director of GTM FP&A on creating forecast models in support of annual planning