## About the Role

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

Working within the IT organization, this role partners closely with IT and Technology leaders to translate technical roadmaps into financial plans. It supports both existing systems and proposed projects, with a strong focus on cloud and AI spend forecasting, cost modeling, and executive-level reporting.

The position also works cross-functionally with Finance, IT, Data/AI, and business stakeholders to improve visibility into technology spend, support investment decisions, and strengthen the financial lifecycle of technology projects.

## Key Responsibilities

– Partner with IT and Technology leaders to plan, forecast, and track costs for major IT systems and infrastructure.
– Build and maintain cost models for new IT projects, including implementation, licensing, and ongoing run-rate costs.
– Pull and analyze usage, billing, pricing, and contract data 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, including API consumption, GPU/compute costs, model hosting, and third-party AI subscriptions.
– Prepare reporting and analysis on IT spend, budget variances, and forecast accuracy for senior leaders.
– Contribute to annual IT budgeting and multi-year technology forecasting.
– Maintain and improve forecasting tools and models in partnership with enterprise architecture and FP&A leaders.
– Provide variance analysis and interpret IT financial and operational trends, issues, and root causes.
– Produce regular reporting on vendor spend and work with vendor and business owners to optimize costs.
– Support investment decisions through ad hoc modeling and analysis.
– Review vendor contracts and pricing agreements to assess financial risk and inform implementation and renewal strategies.
– Support technology projects from initial proposal through implementation.
– Drive process efficiency and continuous improvement in IT financial planning practices.
– Perform additional duties as assigned.

## Required Skills

– Bachelor’s degree in finance, accounting, information systems, or a related field, or equivalent combinations of education and relevant experience.
– Minimum of 5 years of related experience in financial forecasting, corporate finance, and information analysis.
– Experience supporting an IT or technology organization, or experience in the telecommunications or telecom-adjacent industries.
– Advanced spreadsheet skills, including Excel functions such as PivotTables, lookups, and Power Query.
– Experience 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 financial concepts such as NPV, IRR, payback, TCO, synergy tracking, and CAPEX vs. Opex.
– Working understanding of cloud computing, AI/ML platforms, SaaS platforms, and technology infrastructure.
– Ability to analyze billing and usage data and convert it into actionable financial insights.
– Familiarity with AI/ML cost structures such as token-based API pricing, GPU/compute consumption, and model hosting fees.
– Strong relationship-building skills with both technical and non-technical stakeholders.
– Experience in a fast-paced, cross-functional environment and comfort working independently in a remote setting.
– Ability to manage competing 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, support teammates, and contribute to shared processes.
– Sound judgment, discretion, and ability to maintain confidentiality.
– Willingness and ability to work flexible hours as needed.
– 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.

## Preferred Skills

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

## Cloud Platforms & Technologies

### Cloud Providers
– AWS
– Azure

### Data & Analytics
– Microsoft Fabric
– Couchbase

### AI / ML Platforms
– AI/ML platforms
– LLM API consumption
– GPU/compute
– Model hosting
– Third-party AI platform subscriptions

### SaaS / Business Applications
– SaaS applications

### Financial / Reporting Tools
– AWS Cost Explorer
– Excel
– PowerPoint
– Microsoft Office Suite
– Microsoft Teams
– Slack
– Databases
– Financial software applications

## FinOps Responsibilities

– Lead cost allocation and tagging governance across cloud and AI platforms.
– Set up and manage budget alerts.
– Report on unit economics for cloud and AI usage.
– Monitor and forecast cloud and AI spend growth.
– Analyze usage, billing, pricing, and contract data to identify savings opportunities and risks.
– Improve cloud and AI spend visibility for leadership.
– Support cost optimization across technology vendors and platforms.

## Benefits

– Comprehensive benefits program
– Remote work arrangement
– Approximately 5% travel

## Useful Links

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

## Why You Might Be Interested

This role offers the opportunity to shape financial planning for a broad technology portfolio that includes cloud, AI/ML, telephony, and SaaS platforms. It has direct exposure to senior leaders and cross-functional collaboration with IT, Finance, and Data/AI teams. The position combines forecasting, variance analysis, vendor spend review, and FinOps practices, making it well suited to someone who enjoys translating technical usage into financial insight. It is also a remote role with a clearly defined compensation range and a structured focus on technology investment decision-making.