Senior Strategic Finance Analyst

Fivetran • New York, NY

1d • $126,220 - $151,470 • Hybrid

About The Position

The Senior Strategic Finance Analyst will serve as the finance partner to Fivetran’s Product and Customer Support organizations, owning their operating expense planning and financial performance. The role covers headcount and hiring plans, vendor and program spend, annual planning, monthly close, accruals, reforecasts, and budget-to-actual analysis. The analyst will advise organizational leaders on spending decisions, trade-offs, risks, and opportunities to reallocate resources.

The role will develop a portfolio-level view of product investment, including spending and returns by product line, product margin, cost of revenue, and unit economics. It will also build cost-to-serve analytics by account and segment, including analysis of deflection and AI-assisted support. The analyst will develop business cases for product investments and roadmap decisions, support pricing and monetization work, and co-own Product Monthly and Quarterly Financial Reviews. The position works closely with Product Managers, Support and Engineering leaders, Pricing, Corporate FP&A, Accounting, and senior leadership, and will improve financial data models and recurring analysis through automation and AI.

This is a full-time, hybrid position based in Fivetran’s New York, NY office, with two in-office days each week.

Requirements

• At least 4 years of experience in FP&A, strategic finance, product finance, investment banking, or consulting.
• Experience owning a model or forecast relied upon by others.
• Experience owning an operating expense budget or partnering with a non-finance organization on its spending.
• Strong modeling skills across driver-based revenue forecasts and operating expense and headcount models.
• Working knowledge of software and subscription economics, including ARR, NRR, ARPA, expansion, and gross margin.
• Ability to work directly with large and complex datasets.
• Ability to turn analysis into a clear recommendation and present it to Product, Support, and senior leadership.
• Interest in how software is built and what it costs to run.

Nice To Haves

• Product or Engineering finance partnership experience at a software, data infrastructure, or developer tools company.
• Hands-on experience with product margin, cost of revenue, or cost-to-serve analysis.
• Experience supporting a Customer Support, Services, or other cost-to-serve organization.
• Experience with usage-based pricing, packaging, or monetization modeling.
• Experience with planning and BI tools such as Pigment, Looker, Tableau, or Sigma.
• Experience with lightweight automation in Python or SQL.
• Experience through a period of rapid scaling or IPO preparation.
• Experience in a usage-based business.

Responsibilities

• Serve as finance business partner to Product and Customer Support leadership; own their budgets and advise on spending decisions, risks, trade-offs, and reallocation opportunities.
• 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, providing driver explanations and forward-looking implications for budget-versus-actual results.
• Build a portfolio view of product investment, including spend and returns by product line and implications for roadmap funding and resource allocation.
• Incorporate cost of revenue and product unit economics into product investment analysis, working with teams responsible for underlying cost data.
• Build cost-to-serve analytics, including support costs by account and segment and the economics of deflection and AI-assisted support.
• Build business cases for product investments and major roadmap decisions, including retiring or consolidating products.
• Provide Pricing with unit economics to support packaging and monetization changes.
• Co-own Product Monthly and Quarterly Financial Reviews with the product top-line lead, presenting cost and performance together.
• Improve financial workflows through better data models, reduced manual assembly, and AI applied to recurring analysis.

Benefits

• 100% employer-paid medical insurance.
• Generous paid time away, including paid vacation or flexible/unlimited vacation depending on role and country, paid sick time, inclusive parental leave, paid holidays, 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 team-building activities.
• Monthly cell phone stipend.
• Access to a mental health support platform offering therapy, coaching, and self-guided mindfulness resources for covered employees and dependents.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed