Fivetran and dbt Labs are coming together with a shared mission: helping organizations unlock the full value of their data.
Together they build the data infrastructure layer that moves, transforms, and adds context to data.
Responsibilities
Serve as the finance business partner to Product and Customer Support leadership — own their budgets, partner on spend decisions, and flag risks, trade-offs, and reallocation opportunities early.
Own the annual operating plan for both organizations, including headcount and hiring plans, vendor and program spend, and quarterly reforecasts.
Own monthly close, accruals, and variance analysis — budget vs. actuals with clear driver explanations and forward-looking implications.
Build the portfolio view of product investment: what is spent behind each product line, what it returns, and what that implies for roadmap funding and resource allocation.
Bring cost of revenue and product unit economics into that view.
Build cost-to-serve analytics — support cost by account and segment, and the economics of deflection and AI-assisted support.
Build business cases for new product investments and major roadmap decisions, including the economics of retiring or consolidating products.
Co-own the Product Monthly and Quarterly Financial Reviews with the product top-line lead.
Improve how this work gets done — better data models, less manual assembly, and AI applied to recurring analysis.
Requirements
4+ years in FP&A, strategic finance, product finance, investment banking, or consulting, including ownership of a model or forecast that others relied on.
Experience owning an operating expense budget, or partnering with a non-finance organization on its spend.
Strong modeling skills across both driver-based revenue forecasts and operating expense and headcount models.
Working knowledge of software and subscription economics — ARR, NRR, ARPA, expansion, gross margin — ideally in a usage-based business.
Comfort working directly with large and complex datasets; SQL proficiency strongly preferred.
Ability to turn analysis into a clear recommendation and present it to Product, Support, and senior leadership.
Nice to have: product or engineering finance partnership at a software, data infrastructure, or developer tools company; hands-on product margin, cost of revenue, or cost-to-serve analysis; usage-based pricing, packaging, or monetization modeling; planning and BI tools (Pigment, Looker, Tableau, Sigma) and lightweight automation in Python or SQL; experience through rapid scaling or IPO preparation.
Conditions
Full-time, hybrid position based in the New York, NY office.
Hybrid work model includes two days in the office each week.