Strategic Finance Analyst

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

Fivetran is seeking a Strategic Finance Analyst to join our Finance & Strategy team, reporting to the Director of Strategic Finance.

This is a broad, high-impact role for someone who wants to sit at the center of how we allocate capital, evaluate product and R&D investments, and play a key role in long-term strategic planning across the company. You’ll work at the intersection of product-level economics, long-range planning, and corporate finance.

You will partner closely with leaders across Product, Engineering, GTM, and Finance to build compelling financial frameworks and deliver executive-ready insights that drive decisions. 

This is a high-impact opportunity for someone who thrives in ambiguity, enjoys solving complex problems, and wants exposure to executive-level decision-making as Fivetran continues to scale towards IPO.

This is a full-time, hybrid position based out of our Oakland, CA office. Our hybrid work model offers a blend of remote flexibility and in-person collaboration, including two days in the office each week to connect and build as a team

What You’ll Do

As a Strategic Finance Analyst, you will drive analytical rigor and decision clarity across a portfolio of strategic workstreams, including:

• Build and own financial models to evaluate new product initiatives and R&D investments

• Develop and operationalize an R&D ROI framework to evaluate new product initiatives and roadmap tradeoffs

• Create repeatable financial frameworks to support disciplined capital allocation across headcount and non-headcount spend

• Support long-range strategic planning (LRP), scenario modeling, and forecasting for strategic initiatives and investment priorities

• Support capital planning through analyses that connect investment decisions to return profiles, capacity constraints, and strategic priorities

• Support corporate development work as needed and help drive M&A integration from a finance and value-realization persepctive

• Develop structured analyses and materials that support executive, board- and investor-level discussions

• Identify and implement opportunities to leverage AI-enabled tools to increase analytical leverage and improve finance workflow

Skills We’re Looking For

We’re looking for someone who combines strong analytical horsepower with a drive to l, operate at the center of strategic decision making and own operational outcomes. It would be great if you:

• Have 3–4 years of experience in investment banking, consulting, private equity, strategic finance, or FP&A at a high-growth technology company

• Demonstrate strong financial modeling skills, including building driver-based models and scenario analyses from scratch

• Have the ability to bring clarity and structure to ambiguous problems and distill insights into actionable recommendations

• Communicate clearly and concisely with both finance and non-finance stakeholders

• Thrive in a fast-paced environment and can manage multiple priorities with strong attention to detail

Bonus Skills

• Solid understanding of SaaS metrics (ARR, NRR, CAC, LTV, contribution margin)

• Experience supporting product, R&D, or investment analysis

• Strong interest in practical use of AI tools and experience creating agents with Claude Code or ChatGPT (Codex)

• Exposure to planning systems such as Pigment, Anaplan, Adaptive or BI/Data tools (Looker, SQL)

  #LI-HYBRID #LI-SE1

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, and volunteer days off
• RSU stock grants*
• 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

Click here to learn more about Fivetran's Benefits by Region.

We’re honored to be valued at over $5.6 billion, but more importantly, we’re proud of our core values of Get Stuck In, Do the Right Thing, and One Team, One Dream. Read about us in Forbes.     

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.

To learn more about Fivetran’s culture and what it’s like to be part of the team, click here and enjoy our video.

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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.