IT Financial Planner (100% Remote)

Overview

This role leads financial planning, forecasting, and reporting for key technology systems and infrastructure, including cloud platforms (e.g., AWS, Azure, Couchbase, Microsoft Fabric), AI/ML platforms and consumption, core telephony platforms, SaaS applications, and other critical IT investments.

Working within the IT organization, the role partners with IT and technology leaders to understand technical solutions, build cost models, review pricing and usage data, and translate technical roadmaps into clear financial plans. Strong emphasis is placed on cloud and AI spend forecasting and management, with analysis and reporting provided to senior leaders.

Responsibilities

• Partner with IT and technology leaders to plan, forecast, and track costs for key IT systems and platforms (e.g., AWS, Microsoft Azure, and other core technology infrastructure).
• Build and maintain cost models and forecasts for newly proposed IT projects, incorporating implementation, licensing, and ongoing run-rate costs.
• Pull usage and billing data from cloud and vendor platforms; review pricing schedules and contracts; analyze trends to identify cost drivers, savings opportunities, and risks.
• Lead FinOps practices across cloud and AI platforms, including cost allocation, tagging governance, budget alerts, and unit-economics reporting.
• Forecast, monitor, and manage AI/ML spend (e.g., LLM API consumption, GPU/compute costs, model hosting, and third-party AI platform subscriptions), partnering with IT and Data/AI teams to model usage growth and cost-per-transaction economics.
• Prepare and deliver reporting and analysis on IT spend, budget variances, and forecast accuracy for senior leaders.
• Contribute to the preparation of the annual IT budget and multi-year technology forecasts.
• Maintain and improve technology cost forecasting tools and models in partnership with the Sr. Director of Enterprise Architecture and Director of FP&A.
• Provide variance analysis for IT planning, forecasting, and reporting.
• Analyze IT financial and operational data to identify and explain trends, problems, and root causes.
• Formalize regular analysis and reporting on key technology vendor spend; work with vendors and business owners to optimize spend.
• Perform ad hoc modeling and analysis to support technology investment decisions.
• Collaborate cross-functionally with IT, Finance, and business stakeholders to create visibility into technology spend and key operational metrics.
• Support and monitor the financial lifecycle of technology projects, from initial proposal through implementation.
• Review technology vendor contracts and pricing agreements to analyze financial risk and develop strategies for implementation and renewal.
• Work independently with minimal oversight, using sound judgment to complete analyses.
• Drive process efficiency and continuous improvement in IT financial planning practices.
• Perform other duties as assigned.

Requirements

• Bachelor’s degree in finance, accounting, information systems, or a related field is required. Equivalent combinations of education and relevant years of experience will be considered.
• Minimum of five (5) years of related experience and knowledge of financial forecasting and diagnosis, corporate finance, and information analysis.
• Experience supporting an IT or technology organization and/or experience in the telecommunications or telecom-adjacent industries is strongly preferred.
• Advanced experience in spreadsheets (Excel skills including Pivot Tables, Lookups, Power Query, etc.), databases, MS Office, and financial software applications; proficiency in PowerPoint.
• Experience working with project stakeholders to develop and monitor the financial lifecycle of large, multi-year capital projects, from initial proposal through implementation.
• Business case experience with project financial concepts (NPV, IRR, Payback, TCO, Synergy Tracking, CAPEX vs Opex).
• Solid working understanding of technology systems and infrastructure (e.g., cloud computing, AI/ML platforms, SaaS platforms) sufficient to interpret pricing schedules, usage data, and vendor contracts.
• Ability to pull, organize, and analyze data from billing and usage platforms (e.g., AWS Cost Explorer) and translate it into clear, actionable financial insights.
• Familiarity with AI/ML cost structures (e.g., token-based API pricing, GPU/compute consumption, and model hosting fees) sufficient to forecast and analyze AI platform spend as adoption grows.
• Excellent people and relationship-building skills, with the ability to work effectively with technical and non-technical stakeholders.
• Experience working in a fast-paced, cross-functional environment as a team player, taking initiative in a remote setting.
• Ability to multitask in a high-paced environment with competing priorities and adapt to change.
• Strong attention to detail, analytical, and problem-solving skills.
• Excellent verbal and written communication and presentation skills, translating technical cost data into clear narratives for senior leaders.
• Strong organizational and time management skills; able to handle multiple priorities with demanding timeframes.
• Ability to guide and support others through collaboration, including assisting teammates and contributing to shared processes.
• Demonstrated ability to use discretion, make sound decisions, and maintain confidentiality.
• Willingness and ability to work flexible hours as needed; travel up to 5%, which may include occasional overnight travel.
• Proficiency in Microsoft Office Suite and modern communication tools for virtual teams (e.g., Microsoft Teams, Slack).

Preferred Qualifications

• Experience supporting an IT or technology organization and/or experience in the telecommunications or telecom-adjacent industries.

Compensation & Benefits

• $80,000 to $95,000 determined by competitive market analysis and internal equity considerations.
• Final compensation will be based on the candidate’s qualifications, experience, and business needs.
• Comprehensive benefits program details are available through the employer’s careers page.

Location / Work Environment

• 100% Remote with Travel: Primarily works indoors from a home office or at customer, vendor, or business locations.
• Approximately 5% travel is required, which may include driving, overnight stays, out-of-state trips, and exposure to varying weather conditions.

Physical Demands

Employees may experience the following physical demands for extended periods of time:

• Sitting, standing, and walking (95-100%)
• Keyboarding (70-90%)
• Viewing computer monitor, tablet, and cell phone requiring close vision (70-90%)

Additional Information

• This employer does not offer sponsorship for work authorization; candidates must be authorized to work for any employer in the US without a current or future need for Visa sponsorship.