Senior Finance Transformation Manager at Fivetran
Company: Fivetran
Location: Oakland, CA (Hybrid)
Pay Range: $176,204—$220,255 USD
About Fivetran
Fivetran's mission is to make data access as simple and reliable as electricity. Our technology ensures customer data arrives in their warehouses, canonical and ready to query, with no engineering or maintenance required. We empower organizations to become truly data-driven.
About the Role
We are seeking a Senior Finance Transformation Manager to lead strategic initiatives that modernize and scale our Finance & Accounting organization. The initial focus will be on Quote-to-Cash (QTC) transformation, extending into broader Finance Transformation mandates. You will drive optimization across core finance processes (Procure-to-Pay, Record-to-Report, Hire-to-Retire), serve as the liaison between Finance and Business Systems, establish a PMO function within the CFO organization, and lead high-impact strategic projects such as post-merger integration, AI strategy for Finance, and end-to-end management reporting frameworks. This is a highly visible role requiring strong project leadership, deep finance and accounting process knowledge, and the ability to influence multiple teams in a fast-paced, high-growth environment.
What You’ll Do:
Finance Transformation Leadership:
- Lead end-to-end finance transformation initiatives across QTC, P2P, R2R, and H2R, aligning process improvements with business strategy and scalability needs.
- Define, design, and implement target-state processes that drive automation, compliance, and efficiency.
- Drive AI-led transformation in finance by evaluating and implementing new technologies, including AI-enabled tools for forecasting, reconciliation, and reporting.
- Partner with leadership to shape the finance transformation roadmap, ensuring readiness for growth, scale, and potential IPO.
Liaison Between Finance & Business Systems:
- Serve as the primary interface between Finance/Accounting stakeholders and the Business Systems/IT team.
- Translate finance requirements into technical specifications, ensuring alignment across ERP, CRM, CPQ, billing, and reporting platforms.
- Prioritize projects in partnership with Finance leadership and Business Systems.
Project & PMO Ownership:
- Establish and run a CFO PMO function, ensuring strong governance, milestone tracking, and benefits realization.
- Manage multiple concurrent projects, including finance post-merger integration, ERP/automation implementations, and controls optimization.
- Build project intake, metrics, and reporting frameworks.
Special Projects & Strategic Initiatives:
- Drive AI-led transformation in finance, evaluating and implementing AI-enabled tools.
- Lead the design of an end-to-end management reporting framework.
- Partner with FP&A, Accounting, and other teams to strengthen data analytics capabilities.
Change Management & Communication:
- Develop and execute change management strategies to promote adoption of new processes and systems.
- Lead UAT, training, and launch communications.
- Act as a trusted advisor to Finance leadership by surfacing risks, dependencies, and tradeoffs.
Skills We’re Looking For:
- 8+ years of progressive Finance, Accounting, or Consulting experience, with significant Finance Transformation and QTC experience.
- Demonstrated success leading cross-functional projects spanning Finance, IT, and Operations.
- Strong understanding of core finance processes (QTC, P2P, R2R, H2R) and related systems (ERP, CRM, CPQ, billing platforms).
- Proven experience managing complex projects, building PMO structures, and delivering results in fast-paced environments.
- Excellent stakeholder management, communication, and influencing skills with senior leadership.
- Analytical mindset with the ability to translate ambiguity into structured plans.
Bonus Skills:
- CPA, MBA, or PMP certification.
- Hands-on experience with ERP, CPQ, or revenue automation tools.
- Prior experience in a high-growth, SaaS, or pre-IPO environment.
- Exposure to AI-enabled finance tools and advanced analytics.
- Knowledge of US GAAP, SOX compliance, and effective control frameworks.
Why Join Us?
This is a unique opportunity to shape the future of Finance at scale, driving initiatives that influence the company’s growth trajectory and strategic readiness.
Compensation and Benefits
- Oakland Pay Range: $176,204—$220,255 USD
- 100% employer-paid medical insurance.
- Generous paid time-off policy (PTO), sick time, inclusive parental leave, holidays, and volunteer days off.
- RSU stock grants.
- Professional development and training opportunities.
- Company virtual happy hours, free food, and team-building activities.
- Monthly cell phone stipend.
- Access to an innovative mental health support platform.
Diversity & Inclusion
Fivetran values diversity, equity, inclusion & belonging. We attract, recruit, develop, and retain a diverse workforce to build a world-class company. We are committed to ensuring all candidates have an equal opportunity to participate in our interview process. If accommodations are needed due to a disability, please submit a request via the provided form. All requests will be kept confidential.