[Hiring] IT Financial Planner @ClearCaptions LLC

Role Description

The IT Financial Planner leads financial planning, forecasting, and reporting for the Company's key technology systems and infrastructure, including:

• Cloud platforms such as AWS, Azure, Couchbase, Microsoft Fabric
• Artificial intelligence and machine learning (AI/ML) platforms and consumption
• Core telephony platforms
• Software-as-a-service (SaaS) applications
• Other critical IT investments

Sitting within the IT organization, the role partners closely with IT and Technology leaders to:

• Learn technical solutions
• Build cost models
• Review pricing and usage data
• Translate technical roadmaps into clear financial plans

The IT Financial Planner plays a central role in projecting and planning costs for both existing systems and newly proposed projects, with a particular focus on cloud and AI spend forecasting and management. The role delivers thoughtful analysis and reporting to senior leaders across the organization.

What This Role Does

• Partners with IT and Technology leaders to plan, forecast, and track costs for key IT systems and platforms.
• Builds and maintains cost models and forecasts for newly proposed IT projects.
• Pulls usage and billing data from cloud and vendor platforms.
• Leads FinOps practices across cloud and AI platforms.
• Forecasts, monitors, and manages AI/ML spend.
• Prepares and delivers clear, thoughtful reporting and analysis on IT spend.
• Contributes to the preparation of the annual IT budget and multi-year technology forecasts.
• Maintains and improves technology cost forecasting tools and models.
• Provides variance analysis for IT planning, forecasting, and reporting.
• Analyzes IT financial and operational data to identify and explain trends.
• Formalizes regular analysis and reporting on key technology vendor spend.
• Performs ad hoc modeling and analysis to support technology investment decisions.
• Works cross-functionally with IT, Finance, and business stakeholders.
• Works with project stakeholders to support and monitor the financial lifecycle of technology projects.
• Reviews technology vendor contracts and pricing agreements.
• Works independently with minimal oversight.
• Drives process efficiency and continuous improvement in IT financial planning practices.
• Performs other duties as assigned.

Qualifications

• A bachelor’s degree in finance, accounting, information systems, or a related field is required.
• A minimum of five (5) years of related experience.
• Advanced experience in spreadsheets, databases, MS Office, and financial software applications.
• Experience working with project stakeholders on large, multi-year capital projects.
• Familiarity with project financial concepts (NPV, IRR, Payback, TCO, CAPEX vs Opex).
• Solid understanding of technology systems and infrastructure.
• Ability to pull, organize, and analyze data from billing and usage platforms.
• Familiarity with AI/ML cost structures.
• Excellent people and relationship-building skills.
• Experience working in a fast-paced, cross-functional environment.
• Ability to multitask in a high-paced environment.
• Attention to detail, analytical and problem-solving skills.
• Excellent verbal and written communication and presentation skills.
• Strong organizational and time management skills.
• Ability to guide and support others through collaboration.
• Demonstrated ability to use discretion and make sound decisions.
• Willingness and ability to work flexible hours as needed.
• Proficiency in Microsoft Office Suite and modern communication tools.

Physical Demands

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

Work Environment

• 100% Remote with Travel: Primarily works indoors from a home office.
• Approximately 5% travel is required.

Compensation

$80,000 to $95,000 determined by competitive market analysis and internal equity considerations.

Intrigued to learn more?

When you apply for this role, your information will be personally reviewed by our talent acquisition team. You can expect to hear back from us if we think there could be a fit and what next steps look like.

Disclaimer

The above information in this description has been designed to indicate the general nature and level of work performed by employees within this classification.