Role Description
The Finance Business Partner Director โ Engineering & Product serves as a highly advanced strategic finance advisor to leaders across Engineering, Product, Infrastructure, and Cloud/Hosting. This role shapes financial strategy through advanced planning support, complex analysis, and actionable recommendations that improve business performance, resource allocation, investment decisions, cost management, and long-term financial outcomes.
This position partners closely with senior technology leaders to align engineering and product investments with business strategy, scalable growth, and long-term margin objectives. In addition to core FP&A and business partnering responsibilities, this role includes deeper focus on R&D and infrastructure economics, investment governance, and financial decision support for technology-enabled growth initiatives.
Financial Planning & Forecasting
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Lead annual budgeting, quarterly forecasting, and long-range planning processes for Engineering and Product business areas.
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Develop and maintain complex financial models to support strategic initiatives, workforce planning, resource allocation, capital investments, operational decisions, and business performance analysis.
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Monitor actual results against budget and forecast, identify key variances, and provide insights into financial drivers, risks, and opportunities.
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Partner with business leaders to improve forecast accuracy, cost predictability, financial transparency, and accountability.
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Drive multi-year planning and scenario analysis to evaluate the financial impact of business strategies, investment decisions, and operating model changes.
Business Partnership & Decision Support
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Serve as a trusted finance advisor to business leaders by providing proactive financial guidance, analysis, and strategic recommendations.
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Partner with leaders to evaluate resource allocation, cost management, investment prioritization, productivity, operational performance, and business tradeoffs while balancing growth, innovation, and financial discipline.
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Lead business cases, ROI analysis, scenario planning, and financial evaluation for strategic initiatives.
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Translate complex financial data into clear, actionable insights for financial and non-financial stakeholders.
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Influence decision-making by presenting well-supported financial recommendations and alternatives.
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Provide scenario analysis to assess the financial implications of product launches, architectural changes, or platform modernization.
Reporting & Analytics
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Develop and maintain Product P&Lโs to improve transparency, accountability, and cost efficiency with a focus on increasing profitability.
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Prepare and present financial reporting packages, dashboards, executive summaries, and performance updates.
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Analyze trends, KPIs, productivity metrics, and operational performance indicators.
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Identify leading indicators of financial risk, cost pressure, margin impact, or performance improvement opportunities.
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Ensure accuracy, integrity, and consistency of financial data used for planning, reporting, and decision-making.
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Drive the development, automation, and continuous improvement of reporting tools, financial models, dashboards, and planning processes.
Strategic Support & Financial Governance
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Oversee cloud cost strategy including optimization, reserved capacity planning, and scaling economics.
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Influence long-term investment strategy, product roadmap funding, and infrastructure scalability decisions.
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Provide financial thought leadership in build vs. buy, vendor strategy, and architecture investment decisions.
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Shape enterprise, functional, or business unit strategic planning initiatives through financial analysis and business insight.
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Evaluate business opportunities, operational efficiencies, investment tradeoffs, and financial improvement opportunities.
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Lead financial governance for significant initiatives, capital investments, resource planning, and business transformation efforts.
Process Improvement & Cross-Functional Collaboration
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Identify opportunities to improve planning processes, forecasting accuracy, reporting efficiency, financial transparency, and analytical frameworks.
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Strengthen cost allocation, performance measurement, and business reporting methodologies where applicable.
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Contribute to scalable finance processes and tools that support business growth and evolving organizational needs.
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Provide subject matter guidance to less experienced finance team members as needed.
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Influence cross-functional partners and establish strong working relationships across Finance, Accounting, Engineering and Product.
Qualifications
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Bachelorโs degree in Finance, Accounting, Economics, Business Administration, or related field.
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Masterโs degree in Business Administration, Finance, Accounting, or related field preferred.
Requirements
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10+ years of progressive FP&A, strategic finance, operational finance, or finance business partnering experience.
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Experience supporting business leaders through budgeting, forecasting, financial modeling, variance analysis, reporting, and decision support.
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Experience developing complex financial models, analyzing business performance, and presenting financial recommendations to cross-functional stakeholders.
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Experience working in a matrixed or cross-functional environment preferred.
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Experience supporting one or more business areas such as corporate functions, engineering, product, operations, technology, cloud, or infrastructure preferred.
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Experience supporting technology-driven organizations, SaaS business models, or R&D/infrastructure investment environments preferred.
License/Certification Required
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CPA, CMA, CFA, MBA, or other advanced finance or accounting credential preferred.
Knowledge of
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Strong understanding of technology economics.
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Financial planning and analysis principles, including budgeting, forecasting, long-range planning, variance analysis, and financial modeling.
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Business case development, ROI analysis, scenario planning, and investment evaluation.
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Financial reporting, dashboards, KPIs, and operational performance metrics.
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Cost management, resource planning, workforce planning, and productivity analysis.
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ERP systems, financial planning tools, business intelligence platforms, and reporting systems.
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SaaS, technology, healthcare, product, infrastructure, or subscription-based business models, where applicable.
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Cloud cost structures, infrastructure scalability, and R&D capitalization concepts preferred.
Skill in
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Advanced financial modeling and executive communication skills.
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Building complex financial models that support planning, forecasting, investment analysis, and business decision-making.
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Analyzing financial and operational data to identify trends, risks, opportunities, and performance drivers.
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Preparing clear financial reporting, dashboards, executive summaries, and presentations.
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Translating complex financial information into practical business insights for non-financial stakeholders.
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Communicating financial recommendations clearly and effectively to leaders and cross-functional stakeholders.
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Influencing stakeholders and building strong cross-functional partnerships.
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Improving financial processes, reporting tools, planning models, and analytical frameworks.
Ability to
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Serve as a specialized finance partner to Engineering and Product business leaders.
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Shape and connect financial analysis to business strategy, operational performance, and long-term objectives.
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Provide proactive recommendations that support informed decision-making and financial discipline.
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Balance business growth, innovation, operational needs, and cost management.
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Identify financial risks and opportunities and recommend practical actions.
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Influence senior stakeholders and drive business outcomes.
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Maintain accuracy, confidentiality, and integrity when working with sensitive financial and business information.