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Director – Product Finance
| Company | Fivetran |
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| Location | Oakland, CA, USA |
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| Salary | $192920.93 – $241151.16 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior, Expert or higher |
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Requirements
- 8–10+ years in investment banking, consulting, or buy-side investing coupled with operational experience at a fast-paced, scaling company.
- Experience in high-growth SaaS or public tech companies, with a strong track record of evaluating R&D investments through a return driven framework.
- Proven ability to connect financial models to real-world business outcomes. Exceptional at turning complex data into actionable insight.
- Experience with investment frameworks, capital allocation, zero-based budgeting, and activity-based costing.
- Familiarity with technical teams, product roadmaps, and the product development lifecycle, especially how they influence financial planning.
- Excited to improve systems, streamline processes, and scale infrastructure.
- Confident with senior stakeholders and cross-functional partners. Skilled in executive-level presentations and board materials.
- Advanced Excel/Sheets skills. Bonus points for Looker, NetSuite, Anaplan, Workday Adaptive, or Pigment.
- Bachelor’s degree in Finance, Economics, or related field. MBA or CFA preferred.
Responsibilities
- Lead all budgeting, forecasting, and reporting activities for R&D and CoR, from monthly close to long-range planning.
- Design and operationalize a VC-style R&D investment framework that sharpens our investment lens and unlocks engineering leverage.
- Act as the go-to finance leader for Product, Engineering, and Operations, bringing financial depth to resourcing, roadmapping, and cross-functional decision-making.
- Partner with GTM finance to drive insights and analysis around Product ARR and revenue expansion.
- Build strong relationships across all levels of the organization, including senior executives and board-level stakeholders. Drive financial storytelling that informs critical decisions.
- Manage and mentor a team of 3+ analysts, fostering ownership, growth, and strategic thinking.
- Enhance and automate core financial models, systems, and reporting infrastructure to support a fast-growing business.
- Contribute to earnings preparation, guidance modeling, and external reporting as we evolve as a public company.
Preferred Qualifications
