Senior Finance Transformation Manager

<div class="content-intro"><p>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.</p></div><p><span style="font-size: 10pt;"><strong>About the Role</strong></span></p> <p><span style="font-size: 10pt;">We are seeking a Senior Finance Transformation Manager to lead strategic initiatives that modernize and scale our Finance &amp; 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.</span></p> <p><span style="font-size: 10pt;">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.</span></p> <p><span style="font-size: 10pt;">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.</span></p> <p><span style="font-size: 10pt;"><strong>What You’ll Do</strong></span></p> <p><span style="font-size: 10pt;"><em>Finance Transformation Leadership:</em></span></p> <ul> <li style="font-size: 10pt;"><span style="font-size: 10pt;">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.</span></li> <li style="font-size: 10pt;"><span style="font-size: 10pt;">Define, design, and implement target-state processes that drive automation, compliance, and efficiency across the Finance and Accounting functions.</span></li> <li style="font-size: 10pt;"><span style="font-size: 10pt;">Drive AI led transformation in finance by evaluating and implementing new technologies, including AI-enabled tools for forecasting, reconciliation, and reporting.</span></li> <li style="font-size: 10pt;"><span style="font-size: 10pt;">Partner with leadership to shape the finance transformation roadmap, ensuring readiness for growth, scale, and potential IPO.</span></li> </ul> <p><span style="font-size: 10pt;"><em>Liaison Between Finance &amp; Business Systems:</em></span></p> <ul> <li style="font-size: 10pt;"><span style="font-size: 10pt;">Serve as the primary interface between Finance/Accounting stakeholders and the Business Systems/IT team.</span></li> <li style="font-size: 10pt;"><span style="font-size: 10pt;">Translate finance requirements into technical specifications, ensuring alignment across ERP, CRM, CPQ, billing, and reporting platforms.</span></li> <li style="font-size: 10pt;"><span style="font-size: 10pt;">Prioritize projects in partnership with the Finance leadership and Business Systems team to ensure high-impact delivery.</span></li> </ul> <p><span style="font-size: 10pt;"><em>Project &amp; PMO Ownership:</em></span></p> <ul> <li style="font-size: 10pt;"><span style="font-size: 10pt;">Establish and run a CFO PMO function, ensuring strong governance, milestone tracking, and benefits realization across transformation programs.</span></li> <li style="font-size: 10pt;"><span style="font-size: 10pt;">Manage multiple concurrent projects, including finance post-merger integration workstreams, ERP/automation implementations, and controls optimization.</span></li> <li style="font-size: 10pt;"><span style="font-size: 10pt;">Build pro