## About the Role

The IT Financial Planner is responsible for leading financial planning, forecasting, and reporting across key technology systems and infrastructure. This includes cloud platforms, AI/ML platforms and consumption, core telephony systems, SaaS applications, and other important IT investments.

Working within the IT organization, this role partners closely with technology leaders, Finance, and business stakeholders to build cost models, review usage and pricing data, and turn technical roadmaps into clear financial plans. The position plays a central role in forecasting both current and future technology spend, with strong emphasis on cloud and AI cost management.

The role also supports executive-level reporting by providing analysis on spend, budget variances, forecast accuracy, and vendor-related risks and opportunities. It contributes to annual budgeting, multi-year planning, and process improvements in IT financial planning.

## Key Responsibilities

– Partner with IT and Technology leaders to plan, forecast, and track costs for major systems and platforms.
– Build and maintain cost models for new and proposed technology projects, including implementation, licensing, and ongoing operating costs.
– Extract and analyze billing, usage, pricing, and contract data to identify trends, cost drivers, risks, and savings opportunities.
– Lead FinOps practices across cloud and AI platforms, including cost allocation, tagging governance, budget alerts, and unit-economics reporting.
– Forecast and monitor AI/ML spend, including LLM API usage, GPU/compute costs, model hosting, and third-party AI subscriptions.
– Prepare reporting and analysis on IT spend, budget variance, and forecast accuracy for senior leaders.
– Contribute to annual IT budgeting and multi-year technology forecasting.
– Improve and maintain technology forecasting tools and models in partnership with IT and FP&A leadership.
– Deliver variance analysis and explain trends, issues, and root causes in IT financial and operational data.
– Review technology vendor contracts and pricing agreements to assess financial risk and support renewal and implementation decisions.
– Support the financial lifecycle of technology projects from initial proposal through implementation.
– Perform ad hoc modeling and analysis to support technology investment decisions.
– Drive process efficiency and continuous improvement in IT financial planning practices.

## Required Skills

– Bachelor’s degree in finance, accounting, information systems, or a related field; equivalent combinations of education and relevant experience may be considered.
– At least 5 years of related experience in financial forecasting, diagnosis, corporate finance, and information analysis.
– Experience supporting an IT or technology organization is strongly preferred, as is experience in telecommunications or telecom-adjacent industries.
– Advanced spreadsheet skills, including PivotTables, lookups, and Power Query.
– Strong proficiency with databases, Microsoft Office, and financial software applications.
– Proficiency in PowerPoint.
– Experience supporting the financial lifecycle of large, multi-year capital projects from proposal through implementation.
– Familiarity with project financial concepts such as NPV, IRR, payback, TCO, synergy tracking, and CAPEX vs. OPEX.
– Solid understanding of cloud computing, AI/ML platforms, and SaaS platforms sufficient to interpret pricing, usage data, and vendor contracts.
– Ability to analyze billing and usage data from platforms such as AWS Cost Explorer and turn it into clear financial insights.
– Familiarity with AI/ML cost structures, including token-based API pricing, GPU/compute consumption, and model hosting fees.
– Strong relationship-building skills with technical and non-technical stakeholders.
– Ability to work in a fast-paced, cross-functional environment and take initiative in a remote setting.
– Ability to manage multiple priorities in a changing environment.
– Strong attention to detail, analytical ability, and problem-solving skills.
– Excellent verbal, written, and presentation skills.
– Strong organizational and time management skills.
– Ability to collaborate effectively and support teammates in shared processes.
– Demonstrated discretion, sound judgment, and ability to maintain confidentiality.
– Willingness and ability to work flexible hours as needed.
– Willingness and ability to travel up to 5%, including occasional overnight travel.
– Proficiency with Microsoft Office Suite and virtual collaboration tools such as Microsoft Teams and Slack.
– Must be authorized to work for any employer in the US without current or future visa sponsorship.

## Preferred Skills

– Experience working in an IT or technology organization.
– Experience in the telecommunications or telecom-adjacent industries.

## Cloud Platforms & Technologies

### Cloud Providers
– AWS
– Microsoft Azure

### Data / Storage / Platform Technologies
– Couchbase
– Microsoft Fabric

### AI / ML
– Artificial intelligence and machine learning platforms
– LLM API consumption
– GPU / compute usage
– Model hosting
– Third-party AI platform subscriptions

### SaaS / Telephony
– SaaS applications
– Core telephony platforms

### FinOps / Cost Data Tools
– AWS Cost Explorer

### Collaboration Tools
– Microsoft Teams
– Slack

### Productivity / Analytics Tools
– Microsoft Office
– Excel
– PowerPoint
– Databases

## FinOps Responsibilities

– Manage cloud and AI cost allocation practices.
– Maintain tagging governance for cloud spend visibility.
– Set up and monitor budget alerts.
– Report on unit economics for cloud and AI usage.
– Forecast and track cloud and AI spend as adoption grows.
– Analyze billing, usage, and contract data to identify savings opportunities and financial risks.
– Support spend optimization efforts with vendor and business owners.
– Improve visibility into technology spend for IT, Finance, and business stakeholders.

## Benefits

– Remote work arrangement with approximately 5% travel.
– Compensation range of $80,000 to $95,000.
– Benefits program available through the company careers page.
– Flexible working hours as needed.
– Reasonable accommodations available for qualified individuals with documented disabilities.

## Useful Links

– Company Website: https://www.clearcaptions.com/
– Careers: https://www.clearcaptions.com/careers

## Why You Might Be Interested

This role offers the opportunity to shape financial planning for a broad technology environment that includes cloud, AI/ML, SaaS, and telephony systems. It is well suited to someone who enjoys combining financial analysis with technical understanding and cross-functional partnership. The position also has a clear focus on cloud and AI spend forecasting, cost governance, and executive reporting. With a remote work setup and a defined compensation range, it may appeal to candidates seeking a strategic IT finance role with meaningful operational impact.