Strategic Finance Analyst

Fivetran • Oakland, CA

12h • Hybrid

About The Position

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

Requirements

• 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

Nice To Haves

• 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)

Responsibilities

• 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

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees