Senior Strategic Finance Analyst

Fivetran Fivetran · Data AI · Oakland, CA · Finance Department

This role is for a Strategic Finance Analyst at Fivetran, focusing on financial modeling for product and R&D investments, capital allocation, and strategic planning. While the role itself is not directly building AI models, it involves evaluating AI-enabled tools and their practical use to improve finance workflows and analytical leverage, indicating an AI-adjacent function within an enterprise context.

What you'd actually do

  1. Build and own financial models to evaluate new product initiatives and R&D investments
  2. Develop and operationalize an R&D ROI framework to evaluate new product initiatives and roadmap tradeoffs
  3. Create repeatable financial frameworks to support disciplined capital allocation across headcount and non-headcount spend
  4. Support long-range strategic planning (LRP), scenario modeling, and forecasting for strategic initiatives and investment priorities
  5. Support capital planning through analyses that connect investment decisions to return profiles, capacity constraints, and strategic priorities

Skills

Required

  • strong analytical horsepower
  • drive to l, operate at the center of strategic decision making
  • own operational outcomes
  • 3–4 years of experience in investment banking, consulting, private equity, strategic finance, or FP&A at a high-growth technology company
  • strong financial modeling skills, including building driver-based models and scenario analyses from scratch
  • 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 have

  • 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)

What the JD emphasized

  • evaluate new product initiatives
  • evaluate new product initiatives
  • investment decisions