Senior Strategic Finance Analyst

Fivetran, Inc.; Oakland (CA); On-site; USD 126,000 - 151,000; Full time

Benefits offered by this job

100% employer-paid medical insurance

Generous PTO and holidays

Professional development

Company events and meals

Monthly cell phone stipend

Job summary

Fivetran, Inc. is seeking a Product Finance leader in Oakland to own the cost and investment view for Product and Customer Support.

You will manage operating expenses, headcount plans, vendor spend, and quarterly forecasts while partnering with product leaders and pricing to optimize the roadmap funding and margin. You will build the portfolio-level view of product investment, include cost of revenue and unit economics, and drive AI-assisted analytics to improve efficiency and decision-making

Qualifications

• 4+ years in FP&A, strategic finance, product finance, investment banking, or consulting.
• Experience owning an operating expense budget, or partnering with a non‑finance organization on its spend.
• Strong modeling skills across driver-based revenue forecasts and operating expense and headcount models.
• Working knowledge of software and subscription economics — ARR, NRR, ARPA, expansion, gross margin.
• Comfort working with large datasets; SQL proficiency preferred.

Responsibilities

• Own budgets and forecast for Product and Customer Support, flag risks and trade-offs.
• Own the annual operating plan for both orgs, including headcount and spending, plus quarterly reforecasts.
• Own monthly close, accruals, and variance analysis with driver explanations.
• Build portfolio view of product investment and its impact on roadmap funding and resource allocation.
• Incorporate cost of revenue and unit economics into investment view and pricing discussions.
• Develop cost-to-serve analytics for support by account and segment.

Skills

FP&A experience

Financial modeling

SQL proficient

Stakeholder communication

Product finance

Tools

Pigment

Looker

Tableau

Sigma

Python

SQL

Job description

About Us

From Fivetran’s founding until now, our mission has remained the same: to make access to data as simple and reliable as electricity. With Fivetran, customer data arrives in their warehouses, canonical and ready to query, with no engineering or maintenance required. We’re proud that more organizations continue to leverage our technology every day to become truly data-driven.

About the Role

Product Finance covers two things: how our products perform, and what they cost to build, run, and support. This role owns the cost and investment side, as the finance partner to the Product and Customer Support organizations.

You’ll own the operating expense P&L for both organizations — headcount and hiring plans, vendor and program spend, annual planning, monthly close, and budget-vs-actuals — and work with those leaders on where to spend and what to trade off.

You’ll also build our view of product investment at the portfolio level: what we spend behind each product line, what it returns, and what that means for how the roadmap gets funded. That includes bringing cost of revenue and unit economics into the picture, so we can talk about product margin rather than just product spend. This is how we’ll decide where to invest and where to pull back.

You’ll build our cost-to-serve view as well — support cost by account and segment, and the economics of deflection and AI-assisted support.

Expect close work with Product Managers, Support and Engineering leaders, Pricing, Corporate FP&A, and Accounting, and regular exposure to senior leadership as we scale toward public company readiness.

What You’ll Do

• Serve as the finance business partner to Product and Customer Support leadership — own their budgets, partner on spend decisions, and flag risks, trade-offs, and reallocation opportunities early.
• Own the annual operating plan for both organizations, including headcount and hiring plans, vendor and program spend, and quarterly reforecasts.
• Own monthly close, accruals, and variance analysis — budget vs. actuals with clear driver explanations and forward-looking implications.
• Build the portfolio view of product investment: what we spend behind each product line, what it returns, and what that implies for roadmap funding and resource allocation.
• Bring cost of revenue and product unit economics into that view, working with the teams that own the underlying cost data.
• Build cost-to-serve analytics — support cost by account and segment, and the economics of deflection and AI-assisted support.
• Build business cases for new product investments and major roadmap decisions, including the economics of retiring or consolidating products, and provide Pricing with the unit economics behind packaging and monetization changes.
• Co‑own the Product Monthly and Quarterly Financial Reviews with the product top‑line lead, so cost and performance are presented together.
• Improve how this work gets done — better data models, less manual assembly, and AI applied to recurring analysis.

What We’re Looking For

• 4+ years in FP&A, strategic finance, product finance, investment banking, or consulting, including ownership of a model or forecast that others relied on.
• Experience owning an operating expense budget, or partnering with a non‑finance organization on its spend.
• Strong modeling skills across both driver‑based revenue forecasts and operating expense and headcount models.
• Working knowledge of software and subscription economics — ARR, NRR, ARPA, expansion, gross margin — ideally in a usage‑based business.
• Comfort working directly with large and complex datasets. SQL proficiency strongly preferred.
• Ability to turn analysis into a clear recommendation and present it to Product, Support, and senior leadership.
• Interest in how software gets built and what it costs to run.

Nice to Have

• Product or Engineering finance partnership at a software, data infrastructure, or developer tools company.
• Hands‑on product margin, cost of revenue, or cost‑to‑serve analysis.
• Experience supporting a Customer Support, Services, or other cost‑to‑serve organization.
• Usage‑based pricing, packaging, or monetization modeling.
• Planning and BI tools (Pigment, Looker, Tableau, Sigma) and lightweight automation in Python or SQL.
• Experience through a period of rapid scaling or IPO preparation.

#LI-JG1 #LI-Hybrid

The compensation range displayed on this job posting reflects the minimum and maximum target for new hire compensation for the target position and level, and may include sales incentives or target bonuses depending on the role. Our compensation ranges are determined by role, level, and location. Our job titles may span more than one career level. Within the range, individual compensation is determined by additional factors, including job‑related skills, experience, relevant education or training, business need, market demands. The compensation range is subject to change and may be modified in the future. Your recruiter can share more about the specific compensation range for your location during the hiring process.

Oakland Pay Range

$126,220 — $151,470 USD

Perks and Benefits

• 100% employer‑paid medical insurance*
• Generous paid time‑off policy (PTO), plus paid sick time, inclusive parental leave policy, holidays (including a year end Global Week of Rest), and volunteer days off
• Professional development and training opportunities
• Company virtual happy hours, free food, and fun team‑building activities
• Monthly cell phone stipend
• Access to an innovative mental health support platform that offers personalized care and resources in areas such as: therapy, coaching, and self‑guided mindfulness exercises for all covered employees and their covered dependents.

*May vary by country and worker type - please reach out to your recruiter for more information

Fivetran brings together high-quality talent across the globe to make data access as easy and reliable as electricity for our customers. We value and recognize that our customers benefit from having innovative teams made of people from many backgrounds, experiences, and identities. Fivetran promotes diversity, equity, inclusion & belonging through attracting, recruiting, developing, and retaining a diverse workforce, not only because it is the right thing to do, but because it helps us build a world‑class company to better serve our customers, our people and our communities.

We are committed to ensuring that all candidates have an equal opportunity to participate in our interview process. If you require accommodations at any stage of the process due to a disability, medical condition, or any other circumstance, please don't hesitate to submit your request by filling out this form . We will work with you to provide reasonable accommodations to facilitate your participation and ensure a fair and accessible interview experience. Your request and any information provided will be kept confidential and will not impact your candidacy. We look forward to hearing from you and accommodating your needs to the best of our ability.