Corporate Strategic Finance Senior Manager

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 building data pipelines to power the modern data stack for thousands of companies.

We are seeking an experienced and strategic Corporate Strategic Finance Senior Manager to join our Corporate Finance team at Fivetran. This role is critical in preparing the company for scaling external-facing financial operations. The ideal candidate brings a strong background in investment banking and strategic finance, with the ability to independently lead high-stakes initiatives, capital strategy, investor relations, and M&A.

You will partner closely with the CFO, Legal, Investor Relations, and cross-functional leadership teams to drive critical strategic financial initiatives that directly impact the company’s trajectory toward maturity. This role requires a seasoned operator who can synthesize complex financial data, engage with external stakeholders, and shape long-term corporate strategy.

This is a full-time, hybrid position based out of our Oakland, CA office.

What You’ll Do

• Strategic Planning and Forecasting: Lead the development of end-to-end financial frameworks for public company readiness, including long-range planning (LRP), three-statement models, investor-aligned guidance, and scenario modeling . Facilitate strategic planning discussions across executive leadership and cross-functional partners to align on financial priorities, long-term goals, and key corporate milestones.
• Investor Relations & Capital Markets: Own and manage deliverables for external investors, including earnings releases, investor presentations, analyst day materials, and Q&A prep. Identify, define, and maintain key external-facing company metrics that align with investor expectations and strategic positioning. Serve as a key financial spokesperson and strategic partner to the CFO office .
• Capital Structure & Financing Strategy: Drive capital strategy by structuring and executing debt and equity transactions. Build use-of-proceeds analyses and board-level materials for capital raising efforts .
• Mergers & Acquisitions: Lead valuation modeling, deal structuring, and due diligence for strategic transactions. Collaborate with executive leadership, legal, and external advisors throughout the M&A lifecycle .
• TAM Sizing, Benchmarking, Market Intelligence and Analysis: Conduct external market sizing, peer benchmarking, and competitive positioning to inform corporate strategy and support investor-facing communications .
• Special Projects from the CFO: Lead and execute ad-hoc strategic initiatives on behalf of the CFO, often involving sensitive, time- critical analyses, cross-functional alignment, and executive-level deliverables.
  
  
  

Skills We’re Looking For

• 8 years of experience in investment banking, strategic finance, or corporate development, ideally with public market exposure
• Strong financial modeling, analytical, and strategic planning skills
• Demonstrated experience interfacing with senior executives, board members, investors, and external stakeholders
• Deep understanding of capital markets, M&A, and equity/debt financing mechanisms
• Proven ability to lead cross-functional initiatives independently and drive outcomes
• Executive presence with excellent written and verbal communication skills
• Comfort working in a dynamic, fast-paced, high-stakes environment
  
  
  

Bonus Skills

• Experience managing credit ratings or investor relations in a public or late-stage private company
• Familiarity with financial planning tools and data platforms (e.g., Pigment, Anaplan, Tableau, Snowflake)
• Background in management consulting, with exposure to corporate transformation
  
  
  

The pay range displayed on this job posting reflects the minimum and maximum target for new hire salaries for the target position and level. Our pay ranges are determined by role, level, and location. Our job titles may span more than one career level. Within the range, individual pay is determined by additional factors, including job-related skills, experience, relevant education or training, business need, market demands. The pay range is subject to change and may be modified in the future. Your recruiter can share more about the specific pay range for your location during the hiring process.

Oakland Pay Range

$176,824.82—$221,031.02 USD

Perks And Benefits

100% employer-paid medical insurance

Generous paid time-off policy (PTO), plus paid sick time, inclusive parental leave policy, holidays, and volunteer days off

RSU stock grants*

Professional development and training opportunities

Company virtual happy hours, free food, and fun team-building activities

Monthly cell phone stipend

Access to an innovative mental health support platform that offers personalized care and resources in areas such as: therapy, coaching, and self-guided mindfulness exercises for all covered employees and their covered dependents.

*May vary by country and worker type - please reach out to your recruiter for more information

Click here to learn more about Fivetran's Benefits by Region.

We’re honored to be valued at over $5.6 billion, but more importantly, we’re proud of our core values of Get Stuck In, Do the Right Thing, and One Team, One Dream. Read about us in Forbes.

Fivetran brings together high-quality talent across the globe to make data access as easy and reliable as electricity for our customers. We value and recognize that our customers benefit from having innovative teams made of people from many backgrounds, experiences, and identities. Fivetran promotes diversity, equity, inclusion & belonging through attracting, recruiting, developing, and retaining a diverse workforce, not only because it is the right thing to do, but because it helps us build a world-class company to better serve our customers, our people and our communities.

To learn more about Fivetran’s culture and what it’s like to be part of the team, click here and enjoy our video.

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We are committed to ensuring that all candidates have an equal opportunity to participate in our interview process. If you require accommodations at any stage of the process due to a disability, medical condition, or any other circumstance, please don't hesitate to submit your request by filling out this form. We will work with you to provide reasonable accommodations to facilitate your participation and ensure a fair and accessible interview experience. Your request and any information provided will be kept confidential and will not impact your candidacy. We look forward to hearing from you and accommodating your needs to the best of our ability.