Senior Finance Transformation Manager
fivetran
Oakland, California, United States, AMER
Uncategorized
Job Score
70 pts
On-site model (+70)
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 bringing together two industry-leading companies with a shared mission: helping organizations unlock the full value of their data. Together, we’re delivering the data infrastructure layer that helps organizations move, transform, and trust their data — from the moment data moves, through every transformation, to the context teams and AI systems rely on. Fivetran helps organizations automate data movement across the systems, clouds, engines, and tools they rely on. dbt Labs pioneered analytics engineering, helping teams transform data into reliable, governed insights. Together, we support thousands of organizations as they build a trusted foundation for analytics, AI, and better business decisions. As we bring our teams and technology together, we’re building on the strengths of both companies while continuing to deliver the products and experiences our customers know and trust. It’s an exciting time to join us: we’re creating a company with the scale, talent, and technology to help more organizations put their data to work with greater speed, confidence, and impact. During this transition period, you may see references to both Fivetran and dbt Labs throughout our recruiting process as we integrate our teams, systems, and career sites.
About the Role
We are seeking a Senior Finance Transformation Manager to lead strategic initiatives that modernize and scale our Finance & Accounting organization. While the initial focus will be on Quote-to-Cash (QTC) transformation, this role extends well beyond revenue operations into a broader Finance Transformation mandate. You will drive optimization across core finance processes (Procure-to-Pay, Record-to-Report, Hire-to-Retire), serve as the liaison between Finance and Business Systems, establish a PMO function within the CFO organization, and lead high-impact strategic projects such as post-merger integration, AI strategy for Finance, and end-to-end management reporting frameworks.
This is a highly visible role requiring strong project leadership, deep finance and accounting process knowledge, and the ability to influence multiple teams in a fast-paced, high-growth environment.
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
Finance Transformation Leadership:
- Lead end-to-end finance transformation initiatives across Quote-to-Cash (QTC), Procure to Pay (P2P), Record-to-Report, and Hire-to-Retire (H2R), aligning process improvements with business strategy and scalability needs.
- Define, design, and implement target-state processes that drive automation, compliance, and efficiency across the Finance and Accounting functions.
- Drive AI led transformation in finance by evaluating and implementing new technologies, including AI-enabled tools for forecasting, reconciliation, and reporting.
- Partner with leadership to shape the finance transformation roadmap, ensuring readiness for growth, scale, and potential IPO.
Liaison Between Finance & Business Systems:
- Serve as the primary interface between Finance/Accounting stakeholders and the Business Systems/IT team.
- Translate finance requirements into technical specifications, ensuring alignment across ERP, CRM, CPQ, billing, and reporting platforms.
- Prioritize projects in partnership with the Finance leadership and Business Systems team to ensure high-impact delivery.
Project & PMO Ownership:
- Establish and run a CFO PMO function, ensuring strong governance, milestone tracking, and benefits realization across transformation programs.
- Manage multiple concurrent projects, including finance post-merger integration workstreams, ERP/automation implementations, and controls optimization.
- Build project intake, metrics, and reporting frameworks to monitor progress and measure impact.
Special Projects & Strategic Initiatives:
- Drive AI led transformation in finance by evaluating and implementing new technologies, including AI-enabled tools for forecasting, reconciliation, and reporting.
- Lead the design of an end-to-end management reporting framework that provides actionable insights for decision-making.
- Partner with FP&A, Accounting, and other teams to strengthen data analytics capabilities and elevate reporting accuracy and timeliness.
Change Management & Communication:
- Develop and execute change management strategies to promote adoption of new processes and systems.
- Lead UAT, training, and launch communications, ensuring smooth transition and user buy-in.
- Act as a trusted advisor to Finance leadership by surfacing risks, dependencies, and tradeoffs early.
Skills We’re Looking For
- 8+ years of progressive Finance, Accounting, or Consulting experience, with significant Finance Transformation and QTC experience.
- Demonstrated success leading cross-functional projects that span Finance, IT, and Operations.
- Strong understanding of core finance processes (QTC, P2P, R2R, H2R) and related systems (ERP, CRM, CPQ, billing platforms).
- Proven experience managing complex projects, building PMO structures, and delivering results in fast-paced environments.
- Excellent stakeholder management, communication, and influencing skills with senior leadership.
- Analytical mindset with ability to translate ambiguity into structured plans.
Bonus Skills
- CPA, MBA, or PMP certification.
- Hands-on experience with ERP, CPQ, or revenue automation tools.
- Prior experience in a high-growth, SaaS, or pre-IPO environment.
- Exposure to AI-enabled finance tools and advanced analytics.
- Knowledge of US GAAP, SOX compliance, and effective control frameworks.
Why Join Us
This is a unique opportunity to shape the future of Finance at scale. You will have a direct impact on the efficiency, accuracy, and agility of the Finance function, driving initiatives that influence the company’s growth trajectory and strategic readiness for the future.
#LI-HYBRID #LI-JG1
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
$176,204—$220,255 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.
To learn more about our candidate privacy policy, you can read our statement here.
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.
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