Strategic Finance Analyst

About Us

Fivetran and dbt Labs are bringing together two industry-leading companies with a shared mission: helping organizations unlock the full value of their data.

Together, we’re delivering the data infrastructure layer that helps organizations move, transform, and trust their data — from the moment data moves, through every transformation, to the context teams and AI systems rely on.

Fivetran helps organizations automate data movement across the systems, clouds, engines, and tools they rely on. dbt Labs pioneered analytics engineering, helping teams transform data into reliable, governed insights. Together, we support thousands of organizations as they build a trusted foundation for analytics, AI, and better business decisions.

As we bring our teams and technology together, we’re building on the strengths of both companies while continuing to deliver the products and experiences our customers know and trust. It’s an exciting time to join us: we’re creating a company with the scale, talent, and technology to help more organizations put their data to work with greater speed, confidence, and impact.

During this transition period, you may see references to both Fivetran and dbt Labs throughout our recruiting process as we integrate our teams, systems, and career sites.

About the Role

We’re looking for a Strategic Finance Analyst to join our growing R&D Finance team, supporting the finance function embedded within our global Engineering and Product organization. This role will partner closely with R&D leaders to drive budgeting, headcount planning, and opex management for one of Fivetran's largest cost centers.

This is an exciting opportunity to gain deep exposure to financial planning within a high-growth, global SaaS environment. You'll work closely with team members in FP&A, Accounting, and R&D leadership to support core deliverables that inform how Fivetran invests in its engineering and product roadmap.

This is a full-time hybrid position in Bangalore, India. You'll collaborate with global colleagues across multiple time zones and functions, including our Corporate FP&A and R&D leadership teams based in the US.

Your analysis will feed directly into R&D leadership reviews and executive/board-level reporting, giving you early, hands-on visibility into how a high-growth SaaS company plans and defends its largest cost center. This role also offers a clear growth path to Senior Finance Analyst / R&D Finance Manager as you build scope and track record.

What You’ll Do

Partner with R&D (Engineering, Product, Design) leaders and Corporate FP&A to help build and maintain the company’s R&D budget, headcount plan, and opex forecast.

Track actuals against budget for R&D cost centers, investigating variances and preparing monthly variance commentary for R&D leadership.

Support headcount planning and tracking for the R&D organization, including hiring pipeline, backfills, and contractor/vendor spend.

Maintain and refresh recurring R&D Finance deliverables, including monthly business reviews, dashboards, and spend summaries, ensuring timeliness and accuracy.

Support capitalized software development cost tracking and R&D tax credit documentation in partnership with Accounting.

Perform scheduled imports, model updates, and data entry in Fivetran's FP&A platform, Pigment, for R&D-specific planning models.

Partner cross-functionally with stakeholders in R&D, Corporate FP&A, and Accounting to ensure consistent and reliable reporting across business units.

Identify and implement automation or process improvements to increase efficiency and reduce manual work in R&D reporting and budget tracking.

Apply AI and automation tools (GenAI assistants, Pigment's Analyst Agent, lightweight scripting) to reduce manual effort in R&D reporting, forecasting, and variance analysis.

Skills We’re Looking For

2+ years of experience in FP&A, ideally supporting an engineering, product, and/ or IT organization in a high-growth SaaS or tech environment.

Strong analytical mindset with attention to detail and a focus on accuracy.

Proficiency with Google Workspace, especially Google Sheets and Slides. (Advanced spreadsheet skills like pivot tables, formulas, and charts are essential.)

Familiarity with financial planning tools; experience with Pigment or Anaplan is a strong plus.

Comfort working with headcount, opex, and vendor spend data across large, complex cost centers.

Excellent communication and collaboration skills; ability to manage deliverables across time zones and with technical, non-finance stakeholders (e.g., engineering leaders).

Comfortable working with structured datasets and recurring reporting cycles.

A growth mindset, proactive attitude, and desire to learn new systems and processes.

Comfort experimenting with AI tools (e.g., ChatGPT, Claude, Gemini) to accelerate financial analysis and reporting, with a bias toward building and improving AI-assisted workflows rather than using AI only ad hoc.

You can point to a specific AI-assisted workflow you've built (not just a tool you've tried) and describe how it changed the speed or quality of your output.

Optional Bonus Skills​

Basic familiarity with BigQuery, SQL, Looker, or other data visualization tools.

Experience working with finance systems such as NetSuite, Workday, or similar platforms.

Exposure to capitalized software development cost accounting or R&D tax credit processes.

Prior experience partnering directly with engineering or product organizations.

Experience with prompt engineering or scripting (Python/SQL) to build lightweight automations that reduce manual reporting work.

Exposure to AI-native FP&A tools or agents (e.g., Pigment's Analyst Agent, Anaplan PlanIQ) or to tracking AI/cloud infrastructure spend.

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