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Senior Strategic Finance Analyst

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 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 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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Understand the scope of work, key skills, and tools used in different career areas.

About Branding

Branding is the area responsible for building, managing, and strengthening a brand's identity and market value. Branding professionals create strategies that define how the brand is perceived by the public, from the logo to the complete customer experience.

Key skills include brand strategy, visual identity, brand guidelines, positioning, naming, brand voice, market research, brand equity, and brand management. Knowledge of graphic design (Figma, Illustrator, Photoshop), storytelling, and brand experience is a differentiator.

Branding professionals in technology companies are highly valued, especially those who master employer branding, digital branding, and can build strong, memorable brands in competitive markets. The field offers opportunities from brand designer to head of brand, with a focus on identity, differentiation, and perceived value.

About Technical Support

Technical Support is essential to ensure customer satisfaction and retention. Support professionals resolve technical issues, document solutions, and identify patterns that can lead to product improvements.

Key skills include troubleshooting, customer service, technical documentation, ITIL knowledge, and ticketing tools (Zendesk, Freshdesk, Intercom).

Technical support has evolved from a reactive to a proactive function, with high-level professionals working in Customer Engineering and Support Engineering.

About Design

The Design field, especially UX/UI and Product Design, has experienced significant growth in recent years. With accelerated business digitization, the demand for professionals who can create intuitive and pleasant digital experiences has never been higher.

Key skills include Figma, Sketch, Adobe XD, user research, design thinking, prototyping, and system design. Product designers are increasingly valued for their direct impact on business results.

Remote work has opened doors for Brazilian designers to work for global companies, with competitive salaries in dollars and euros.

About Data

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Key specializations include Data Engineering, Data Science, Business Intelligence, Machine Learning Engineering, and Analytics. Tools like SQL, Python, Spark, dbt, and cloud platforms (AWS, GCP, Azure) are essential.

The data market continues with high demand and salaries among the most competitive in the technology sector, with many remote work opportunities.

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The Automation Analyst is the professional responsible for identifying process optimization opportunities and developing automated workflows (RPA, scripts, or integrations). They map manual and repetitive tasks across various company areas and build automation solutions using low-code/no-code platforms (such as Zapier, Make, Power Automate, n8n) or RPA tools (such as UiPath), driving operational efficiency and error reduction.

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Tech & Remote Glossary

Stop getting lost in interviews and job descriptions

The job market, especially within tech and global companies, has developed its own dialect. Not understanding these acronyms can make you lose valuable opportunities or poorly negotiate your contract. To end this problem, we created the Definitive Glossary for the Remote Professional.

🏢 Work Models & Routine

Async (Asynchronous Work)
A communication model where responses don't need to be immediate. Instead of back-to-back meetings, the team relies on well-structured documents, threads, and messages. It's the gold standard for global companies spanning multiple time zones.
Sync (Synchronous Work)
The opposite of Async. It requires the team to be online and available at the same time for meetings, live chats, and real-time collaboration.
Daily / Stand-up
A quick daily meeting (usually 15 minutes) common in Agile (Scrum) methodologies. The team answers three questions: What did I do yesterday? What will I do today? Are there any blockers?
All-Hands / Town Hall
A company-wide meeting involving all employees. Usually led by the founders (C-Levels) to present results, new goals, and answer team questions.
1:1 (One-on-One)
A recurring individual meeting between a professional and their direct manager. It is used for career alignment, feedback, and problem-solving, not just for project status updates.

💰 Contracts, Benefits & Compensation

PTO (Paid Time Off)
Instead of strict, categorized leave policies, modern US companies usually offer a flexible pool of days (e.g., 20 days of PTO, or even "Unlimited PTO") that you can use for vacations, sick days, or personal matters, while receiving your regular compensation.
Equity / Stock Options
Company ownership. The startup offers you the right to buy shares at a heavily discounted strike price in the future. If the company grows, goes public, or is acquired, these shares can be highly lucrative.
Vesting (Vesting Schedule)
The rule that controls your Equity. It usually lasts 4 years. You don't get all the shares on day one; you "earn" them gradually as you stay with the company. A "1-year Cliff" means you must stay for at least one year to receive your first batch of shares.
RSUs (Restricted Stock Units)
Unlike Stock Options (where you have the right to buy the stock), RSUs are actual shares the company grants you as a bonus or part of your compensation package, following a strict Vesting schedule.
Independent Contractor (1099 / B2B)
The most common international hiring model for global talent working for US companies. You act as a service provider (business-to-business), receiving the gross salary (often six-figure compensation) without standard local payroll tax deductions at the source.

🤖 Recruitment & Hiring Process

ATS (Applicant Tracking System)
The "robot" that reads your resume. Software like Greenhouse, Ashby, and Workday are used to filter candidates by keywords before a human even looks at the document. (Pro tip: this is why your resume must be clean, semantic, and have the right keywords).
JD (Job Description)
The document that lists the responsibilities, technical requirements, and benefits of the open position.
Cultural Fit
The interview stage that evaluates if your core values, communication style, and worldview align with the company's culture. This is the ultimate test of your Soft Skills.
Onboarding
The integration process. It's the period of your first few weeks at the company, where you get your access credentials, learn about the culture, study the internal documentation, and understand how the product works.

🚀 How to use this to your advantage?

The secret isn't just knowing what these acronyms mean, but using them actively. If during an interview for a premium tech role you ask, "How does your PTO policy and Vesting schedule work?", the recruiter will immediately perceive you as a high-level professional, familiar with the global market standards.

The remote job market requires preparation. And having the right vocabulary is the first big step to securing six-figure proposals and standing out among thousands of applicants.

Expert Tip

Agile and Project Management in Today's Market

1. Move Beyond "Doing Agile": Deliver Real Value

One of the biggest mistakes candidates make in interviews for Agile roles is focusing too much on ceremonies (Dailies, Plannings, Retrospectives) and forgetting their actual purpose. Recruiters from global tech companies want to know how you eliminated bottlenecks and boosted team efficiency.

"True Agile success isn't measured by how many practices you implement, but by how much value you deliver to the customer and how quickly you do it."

Instead of writing "facilitated Scrum ceremonies" on your resume, use a results-driven approach: "Reduced team Cycle Time by 20% by identifying and removing bottlenecks in the value stream."

2. Certifications That Actually Bypass the ATS

While practical experience is the ultimate deciding factor, Applicant Tracking Systems (ATS) used by top US companies (like Greenhouse, Ashby, and Workday) filter resumes strictly through keywords. Holding the right certifications ensures you pass this first robotic barrier and get your profile in front of a human recruiter.

  • Professional Scrum Master (PSM I, II) by Scrum.org: Highly respected because it doesn't require renewal and features a rigorous, Scrum Guide-based exam.
  • Project Management Professional (PMP) by PMI: The gold standard for traditional, predictive, and hybrid Project Management.
  • PMI Agile Certified Practitioner (PMI-ACP): Excellent for demonstrating broad knowledge across multiple Agile frameworks (Scrum, Kanban, Lean).
  • SAFe (Scaled Agile Framework): Absolutely essential if you are targeting Enterprise-level corporations that have scaled Agile across thousands of employees.

3. Mastering Flow Metrics and Tools (Hard Skills)

The modern Agile professional must be data-driven. Companies offering six-figure compensation expect you to extract actionable insights from tools like Jira, Confluence, or Azure DevOps.

During technical interviews, be prepared to discuss how you utilize flow metrics, such as:

  • Lead Time and Cycle Time: To measure efficiency and the actual time it takes to deliver requests.
  • Throughput: The number of work items completed in a given timeframe.
  • Cumulative Flow Diagram (CFD): To visually identify bottlenecks in the workflow.
  • OKRs (Objectives and Key Results): To align the development team's daily work with the company's high-level strategic goals.

4. Soft Skills and Conflict Resolution in Async Teams

In global, remote-first, and asynchronous environments, communication is the biggest challenge. A top-tier Project Manager or Scrum Master acts as a shield for the tech team and a bridge for stakeholders.

Demonstrate emotional intelligence, empathy, and negotiation skills. You will often face situational questions like: "How would you handle a Product Owner who constantly changes the Sprint scope mid-cycle?" Your answer should highlight peaceful, data-driven negotiation focused on business impact and team predictability.

Conclusion: Your Competitive Edge

To land premium Project Management and Agile roles, you must position yourself as a strategic business partner, not just a process enforcer. Understand the product, master the metrics, and know how to guide people towards continuous improvement.

References & Useful Links