About the company
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.
Responsibilities
- 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.
Requirements
- 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.