--- title: 'Senior Strategic Finance Analyst at Fivetran' canonical: 'https://feeny.ai/job/senior-strategic-finance-analyst-fivetran-oakland-zezy2b2qvsma' type: 'job' last_seen: '2026-09-06' --- # Senior Strategic Finance Analyst at Fivetran - **Company:** Fivetran - **Location:** Oakland, CA - **Compensation:** $126k–$151k - **Posted:** 2026-08-27 - **Last confirmed live:** 2026-09-06 - **Apply:** https://www.fivetran.com/careers/job?gh_jid=7818336003 ## Job description 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 Us Fivetran and dbt Labs are coming together with a shared mission: helping organizations unlock the full value of their data. Together we're building the data infrastructure layer that moves, transforms, and adds context to data — from the moment it lands to the point where teams and AI systems depend on it. As we bring our teams and technology together, we're building on the strengths of both companies while continuing to deliver the products our customers know and trust. It's a good time to join a company with the scale, talent, and technology to help more organizations put their data to work. ## 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 - 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](https://drive.google.com/drive/folders/1CdawUwjo1Q1B7ghZJ_owdmmHB8VtqhBu?usp=sharing) to learn more about Fivetran's Benefits by Region. We’re honored to be [valued at over $5.6 billion](https://fivetran.com/blog/hvr-acquisition-series-d), but more importantly, we’re proud of our [core values of Get Stuck In, Do the Right Thing, and One Team, One Dream](https://fivetran.com/culture). Read about us in [Forbes](https://fivetran-com.s3.amazonaws.com/news/forbes-aug-sept-2022-digital-reprint-10-21-22.pdf). 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](https://www.youtube.com/watch?v=xlhtp4dGh8o) and enjoy our video. To learn more about our candidate privacy policy, you can [read our statement here](https://fivetran.com/candidate-privacy). 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](https://forms.gle/V7k3t4u9j523XkEt6). 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. ## About Fivetran ## Company Overview - **One-liner**: Fivetran provides an automated data movement platform that centralizes and transforms data from hundreds of sources into cloud destinations for analytics, operations, and AI. - **Entity Type**: Private (Series D, valued at $5.6B as of 2021) - **Headquarters**: Oakland, California, USA - **Founded**: 2012 (out of Y Combinator in 2013) - **Founders**: George Fraser (CEO) and Taylor Brown ## Core Business - **Primary industry**: Data Integration / Automated Data Movement / Modern Data Stack - **Target customers**: B2B, serving both fast-moving startups and Fortune 500 enterprises (5,000+ customers) - **Mission statement**: "Making access to data as simple and reliable as electricity." ## Products & Services - **Fivetran Platform**: Fully managed, high-performance data pipelines that move data from 700+ sources (SaaS apps, databases, ERPs, files) to data warehouses, lakes, and applications. Features include automated schema migration, built-in transformations, and support for open table formats (Iceberg, Delta Lake) via the Managed Data Lake Service. - **Fivetran Transformations**: SQL-based transformation models run directly in the destination, turning raw data into analytics-ready datasets without manual orchestration. - **Teleport Data & HVR (Acquired)**: Strategic acquisitions that expanded the platform’s capabilities to serve enterprises of any size. ## Market Standing - **Valuation/Market Cap**: $5.6 billion (Series D, 2021) - **Key Metric**: Revenue grew by more than 50% year-over-year; over 5,000 customers. - **Notable Investors/Partners**: Y Combinator (seed); Partners include Google Cloud (Global Technology Partner of the Year), Snowflake (Data Integration Partner of the Year), and Databricks (Data Ingestion Partner of the Year). - **Growth Signals**: - Named to the 2022 Forbes Cloud 100 - Financial Times' The Americas Fastest Growing Companies 2024 - Acquired Teleport Data and HVR in the same year - 2 trillion+ schema changes handled per month; 9.1+ petabytes of data synced per month; 33.5 million+ rows synced per month - Global presence with ten international offices ## Competitive Advantages - **Platform Depth**: 700+ pre-built connectors, fully managed pipelines, and automated schema change handling reduce manual data engineering work. - **Enterprise Trust**: SOC 1 & SOC 2, ISO 27001, HIPAA BAA, PCI DSS Level 1, HITRUST, GDPR compliant — built to meet the standards security teams demand. - **Ecosystem Lock-In**: Deep partnerships with major cloud and data platforms (Google Cloud, Snowflake, Databricks) create a strong network effect. - **Scale**: Processes 156.5 million+ pipeline syncs per month, demonstrating massive operational maturity. ## Strategic Focus - **AI-Ready Data**: Moving from analytics to powering autonomous agents and AI with trusted, real-time data. - **Open Formats**: Investing in Managed Data Lake Service with Iceberg and Delta Lake to standardize lake architecture and reduce costs. - **Enterprise Expansion**: Continuing to serve Fortune 500 companies and large enterprises through acquisitions and platform capabilities. ## Why Work Here - **Culture**: Named a Great Place to Work over 10 times. 98% of employees say they feel welcomed when they join; 96% say management is honest and ethical. - **Hybrid Model**: 2 days per week in the office for collaboration and connection. - **Compensation**: Restricted Stock Units (RSUs) for all new hires with annual refresh grants. - **Parental Leave**: Generous paid parental leave starting on day one, plus a baby cash incentive. - **Time Off**: 25 days paid time off per year, plus paid holidays and sick time; 2 days of volunteer time off annually. - **Perks**: Free lunches, team events, home office reimbursements, monthly cell phone stipend. - **Locations**: Global HQ in Oakland, CA, with offices in Denver, Dublin, Amsterdam, Novi Sad (Serbia), and more. - **Diversity & Inclusion**: Employee resource groups like Fivetran Women; a stated commitment to building teams with diverse perspectives. ## Sources 1. [Fivetran Website](https://www.fivetran.com/) 2. [Fivetran About Page](https://www.fivetran.com/about) 3. [Fivetran Careers Page](https://www.fivetran.com/careers) 4. [Greenhouse Job Board](https://boards.greenhouse.io/fivetran/jobs/6278611003) 5. [Great Place to Work - Fivetran](https://www.greatplacetowork.com/certified-company/7020314) ## Other roles at Fivetran - [Lead Company Operations Manager](https://feeny.ai/job/lead-company-operations-manager-fivetran-oakland-jbyy3fggw6nk) — Oakland, CA - [Lead Company Operations Manager](https://feeny.ai/job/lead-company-operations-manager-fivetran-united-states-new-york-ny-5sks2vww4gwp) — United States / New York, NY - [Lead Company Operations Manager](https://feeny.ai/job/lead-company-operations-manager-fivetran-united-states-philadelphia-pa-1fa3yenh1x70) — United States / Philadelphia, PA - [Lead Company Operations Manager](https://feeny.ai/job/lead-company-operations-manager-fivetran-united-states-austin-tx-xdxedmc5hgdw) — United States / Austin, TX - [Lead Company Operations Manager](https://feeny.ai/job/lead-company-operations-manager-fivetran-denver-kxsb0bv8qdh5) — Denver, CO - [Resident Solutions Architect](https://feeny.ai/job/resident-solutions-architect-fivetran-colorado-rvtxkvy76vjw) — Colorado, United States - [Global Technology Alliance Manager, Databricks](https://feeny.ai/job/global-technology-alliance-manager-databricks-fivetran-colorado-msggnxra155h) — Colorado, United States - [Senior Software Engineer - SaaS Connectors](https://feeny.ai/job/senior-software-engineer-saas-connectors-fivetran-novi-sad-rs9dfrwxezxd) — Novi Sad, Serbia - [Lead Sales Engineering Specialist - Security](https://feeny.ai/job/lead-sales-engineering-specialist-security-fivetran-california-20394pcj8ttd) — California, United States - [Staff Product Manager - Monetization Platform](https://feeny.ai/job/staff-product-manager-monetization-platform-fivetran-novi-sad-south-backa-2kntagpfkj0k) — Novi Sad South Bačka, Serbia