VP, Finance & Strategy

About the Role

Fivetran is seeking a strategic, results-driven VP of Finance & Strategy to lead corporate planning, strategic finance, FP&A, finance operations, investment allocation, and management reporting.

Reporting directly to the Chief Financial Officer (CFO), this role will drive financial decision-making, optimize resource allocation, and enhance growth and operational efficiency as we scale. You will go beyond traditional FP&A—combining financial strategy, business insights, and operational excellence—to guide executive decision-making, growth planning, and financial scalability. You’ll oversee revenue forecasting, investment planning, and key business metrics while leading board reporting, executive insights, financial system automation,  and influencing corporate strategy.

This is a high-impact, cross-functional role, partnering with teams across GTM, Product, Operations, and Engineering to align financial strategy with business objectives.

This is a full-time, hybrid position based in our Oakland office.

What You’ll Do

• Build and lead the Finance & Strategy function, developing a world-class team to drive financial planning, forecasting, and decision-making.
• Own and enhance financial planning, budgeting, forecasting, and performance analysis, delivering actionable insights to leadership.
• Drive company-wide strategic planning, ensuring financial objectives align with business growth and operational priorities.
• Develop and refine revenue forecasting models, integrating insights from Sales, Marketing, Product, and Partnerships.
• Partner with Revenue Operations to set revenue targets, optimize pricing strategies, and design scalable sales compensation structures.
• Identify and evaluate new business opportunities, assessing financial viability, return on investment, and strategic fit.
• Implement and optimize financial processes and systems (including planning and budgeting software) to improve forecasting accuracy, reporting, and automation.
• Support board and executive reporting, delivering clear, data-driven financial insights that support decision-making.
• Collaborate with GTM, Product, Engineering, G&A, and Operations to ensure financial strategies support broader business goals.
• Support M&A, fundraising, IR and investment decisions, leading financial modeling and due diligence.

Skills We’re Looking For

• 15+ years of experience in Finance, Strategy, Business Operations, FP&A, Investment Banking, or Management Consulting.
• Proven leadership experience with a track record of building and scaling high-performing finance & strategy teams.
• Deep understanding of SaaS financial metrics, including ARR, retention, LTV, CAC, and unit economics.
• Expert-level financial modeling skills and experience analyzing complex data to drive strategic decision-making.
• Strong strategic thinking and ability to align financial goals with business priorities and growth opportunities.
• Exceptional communication, organizational, team management, and leadership skills to lead cross-functional collaboration effectively.
• Balance IQ with EQ, demonstrating outstanding interpersonal and influencing skills to navigate executive-level discussions.
• Ability to handle ambiguity and be a self-starter, thriving in a fast-paced, high-growth environment.
• Strong corporate finance expertise, including revenue recognition, FX, capitalization, accruals, and global entity consolidation.
• Experience with ERP and financial planning tools (e.g., Adaptive Insights, Anaplan, NetSuite).

Bonus Skills

• Experience leading financial strategy in a high-growth, venture-backed SaaS company.
• Familiarity with IPO planning, public company readiness, and investor relations
• M&A expertise, including financial modeling, due diligence, and post-acquisition integration.

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