Finance Transformation Project Manager Jobs (NOW HIRING)

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 are seeking a Senior Finance Transformation Manager to lead strategic initiatives that modernize and scale our Finance & 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.

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.

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.

What You'll Do

Finance Transformation Leadership:

• 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.
• Define, design, and implement target-state processes that drive automation, compliance, and efficiency across the Finance and Accounting functions.
• Drive AI led transformation in finance by evaluating and implementing new technologies, including AI-enabled tools for forecasting, reconciliation, and reporting.
• Partner with leadership to shape the finance transformation roadmap, ensuring readiness for growth, scale, and potential IPO.

Liaison Between Finance & Business Systems:

• 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 the Finance leadership and Business Systems team to ensure high-impact delivery.

Project & PMO Ownership:

• Establish and run a CFO 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.

Special Projects & Strategic Initiatives:

• Drive AI led transformation 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.

Change Management & Communication:

• 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.

Skills We're Looking For

• 8+ years of progressive Finance, Accounting, or Consulting experience, with significant Finance Transformation and QTC experience.
• Demonstrated success leading cross-functional projects that span Finance, IT, and Operations.
• Strong understanding of core finance processes (QTC, P2P, R2R, H2R) 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.

Bonus Skills

• 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, SOX compliance, and effective control frameworks.

Why Join Us

This is a unique opportunity to shape the future of Finance at scale. You will have a direct impact on the efficiency, accuracy, and agility of the Finance function, driving initiatives that influence the company's growth trajectory and strategic readiness for the future.

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