Provide strategic leadership to the business and Finance teams with respect to financial management of technology investments, including AI/ML initiatives, product development cycles, and emerging technology platforms
Partner with Technology and Product Leadership to build comprehensive financial frameworks that maximize the impact of investments in emerging technologies, AI applications, and next-generation product development
Lead and coordinate participation in annual budget processes, quarterly forecasting cycles, and monthly financial closes for the Product & Technology organization
Partner with cross-functional teams to gather inputs, validate assumptions, conduct variance analysis, and communicate results throughout each planning cycle
Partner with Finance teams to conduct sophisticated Return on Investment (ROI) analysis on new technology initiatives, including AI implementation projects, product feature development, and platform modernization efforts
Develop financial models that account for the unique economics of technology investments, including development cycles, scalability factors, and long-term value creation from AI and automation
Continually identify opportunities to improve and scale forecasting, reporting, and financial analysis by leveraging Anaplan's advanced capabilities, AI-powered insights, and automation tools
Champion the adoption of innovative financial modeling techniques that incorporate technology metrics such as development velocity, platform utilization, and AI model performance indicators
Apply strategic and technical thinking to maximize Engineering and Product investments across traditional development and emerging technology platforms
Develop scenario analyses that account for technology adoption curves, competitive dynamics, and evolving customer demands for AI-powered solutions
Collaborate cross-functionally and contribute to the technology team developing financial tools and AI-powered analytics used by Finance
Requirements
Experience in FP&A, management consulting, investment banking, or technology finance roles with exposure to software development and AI/ML project economics
Advanced proficiency in Microsoft Excel and financial modeling, with demonstrated ability to build complex models that incorporate technology investment variables and innovation metrics
Understanding of technology business models, particularly SaaS/Cloud platforms, and product development lifecycle economics
Highly motivated self-starter with the ability to work independently in a fast-paced, technology-driven environment while managing multiple priorities across traditional finance and emerging technology initiatives
Strong written and oral communication skills with experience presenting complex technology investment scenarios to business partners with confidence, conviction, and credibility
Nice to haves: Experience with SaaS/Cloud Computing business models and understanding of AI/ML development costs and ROI frameworks
Nice to haves: Familiarity with technology metrics, including development velocity, platform scalability, and AI model performance indicators
Nice to haves: Experience with enterprise financial planning and analysis tools, particularly Anaplan
Nice to haves: Previous experience in technology companies or roles supporting product development and innovation teams
Benefits
Base Salary Range: $100,000—$144,000 USD
Inclusive culture emphasizing diversity, equity, inclusion and belonging
Reasonable accommodation for individuals with disabilities to participate in the job application or interview process, perform essential job functions, and receive equitable benefits
Equitable benefits and all privileges of employment
Opportunity to be inspired, connected, developed and rewarded (professional development)
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial modelingvariance analysisReturn on Investment (ROI) analysisscenario analysistechnology investment economicsAI/ML project economicsSaaS business modelsCloud platformsadvanced Excelfinancial analysis