Fivetran · 1 day ago
Senior QTC Finance Transformation Manager
Oakland, CA
Full-time
Hybrid
Senior Level, Lead/Staff
$165K/yr - $206K/yr
8+ years expFivetran is a company dedicated to simplifying access to data for organizations. They are seeking a Senior QTC Finance Transformation Manager to lead initiatives that modernize the Quote-to-Cash ecosystem, optimize revenue processes, and drive strategic projects within the Finance & Accounting organization.
AnalyticsCloud Data ServicesData Integration
Responsibilities
Lead end-to-end finance transformation initiatives across Quote-to-Cash (QTC), 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
Partner with leadership to shape the finance transformation roadmap, ensuring readiness for growth, scale, and potential IPO
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 Finance leadership and Business Systems to ensure high-impact delivery
Establish and run a QTC PMO function, ensuring strong governance, milestone tracking, and benefits realization across transformation programs
Manage multiple concurrent projects, including finance post-merger integration workstreams, ERP/automation implementations, and controls optimization
Build project intake, metrics, and reporting frameworks to monitor progress and measure impact
Drive innovation in Finance by evaluating and implementing new technologies, including AI-enabled tools for forecasting, reconciliation, and reporting
Lead the design of an end-to-end management reporting framework that provides actionable insights for decision-making
Partner with FP&A, Accounting, and other teams to strengthen data analytics capabilities and elevate reporting accuracy and timeliness
Develop and execute change management strategies to promote adoption of new processes and systems
Lead UAT, training, and launch communications, ensuring smooth transition and user buy-in
Act as a trusted advisor to Finance leadership by surfacing risks, dependencies, and tradeoffs early
Qualification
Required
8+ years of progressive Finance, Accounting, or Consulting experience, with deep exposure to QTC transformation
Demonstrated success leading cross-functional projects that span Finance, IT, and Operations
Strong knowledge of QTC processes (CPQ, billing, collections, revenue recognition) and related systems (ERP, CRM, CPQ, billing platforms)
Proven experience managing complex projects, building PMO structures, and delivering results in fast-paced environments
Excellent stakeholder management, communication, and influencing skills with senior leadership
Analytical mindset with ability to translate ambiguity into structured plans
Preferred
CPA, MBA, or PMP certification
Hands-on experience with ERP, CPQ, or revenue automation tools
Prior experience in a high-growth, SaaS, or pre-IPO environment
Exposure to AI-enabled finance tools and advanced analytics
Knowledge of US GAAP (ASC 606), SOX compliance, and effective control frameworks
Benefits
100% employer-paid medical insurance
Generous paid time-off policy (PTO), plus paid sick time, inclusive parental leave policy, holidays, and volunteer days off
RSU stock grants
Professional development and training opportunities
Company virtual happy hours, free food, and fun team-building activities
Monthly cell phone stipend
Access to an innovative mental health support platform that offers personalized care and resources in areas such as: therapy, coaching, and self-guided mindfulness exercises for all covered employees and their covered dependents.
Company
Fivetran
Fivetran is a technology company that automates replicating data into a cloud data platforms.
1001-5000 employees
H1B Sponsorship
Fivetran has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (11)
2024 (11)
2023 (8)
2022 (30)
2021 (13)
2020 (12)
Funding
Current Stage
Late StageTotal Funding
$853.11MKey Investors
Vista Credit PartnersAndreessen HorowitzMatrix
2023-05-18Debt Financing· $125M
2021-09-20Series D· $565M
2020-06-30Series C· $100M
Leadership Team
George Fraser
Chief Executive Officer
Taylor Brown
COO & Cofounder
Recent News
General Catalyst
2025-12-30
The Philadelphia Inquirer
2025-12-19
Morningstar.com
2025-12-11
Company data provided by crunchbase