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.
Lead and coordinate participation in annual budget processes, quarterly forecasting cycles, and monthly financial closes for the Product & Technology organization.
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.
Apply strategic and technical thinking to maximize Engineering and Product investments across traditional development and emerging technology platforms; recommend portfolio optimization opportunities and develop scenario analyses.
Partner with Technology and Product Leadership and cross-functional teams to gather inputs, validate assumptions, conduct variance analysis, and communicate results.
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
FYI, this role will sit in our Miami or Minneapolis office at least 2 days/week on a hybrid schedule.
Our Commitment to Diversity, Equity, Inclusion and Belonging (DEIB): we believe attracting and retaining the best talent and fostering an inclusive culture strengthens our business.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive equitable benefits and all privileges of employment.
Supported by operating principles of being strategy-led, values-based and disciplined in execution; opportunities to be inspired, connected, developed and rewarded.
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.