Senior Finance Transformation 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 We are seeking a Senior Finance Transformation Manager to lead strategic initiatives that modernize and scale our Finance & Accounting organization. While the initial focus will be on Quote-to-Cash (QTC) transformation, this role extends well beyond revenue operations into a broader Finance Transformation mandate. 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. This is a full-time, hybrid position based out of our Oakland, CA office. Our hybrid work model offers a blend of remote flexibility and in-person collaboration, including two days in the office each week to connect and build as a team. What You’ll Do Finance Transformation Leadership: • Lead end-to-end finance transformation initiatives across Quote-to-Cash (QTC), Procure to Pay (P2P), Record-to-Report, and Hire-to-Retire (H2R), aligning process improvements with business strategy and scalability needs. • Define, design, and implement target-state processes that drive automation, compliance, and efficiency across the Finance and Accounting functions. • 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 the Finance leadership and Business Systems team to ensure high-impact delivery. Project & PMO Ownership: • Establish and run a CFO PMO function, ensuring strong governance, milestone tracking, and benefits realization across transformation programs. • Manage multiple concurrent projects, including finance post-merger i

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