Strategic Finance Analyst

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)
  
  
  
  
  
  
  
  
  
  
  
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