Strategic Finance Analyst

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 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 RD 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 RD investments Develop and operationalize an RD 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 MA 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 FPA 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, RD, 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) #LI-HYBRID #LI-SE1 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 ... (truncated, view full listing at source)