## 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 such as AWS, Azure, Couchbase, and Microsoft Fabric, as well as AI/ML platforms and consumption, core telephony platforms, SaaS applications, and other critical IT investments.

Based within the IT organization, this role works closely with IT and Technology leaders to build cost models, review usage and pricing data, and translate technical roadmaps into financial plans. It supports both existing platforms and newly proposed projects, with a strong focus on cloud and AI spend forecasting, analysis, and management.

The role also partners with Finance, project stakeholders, and business teams to improve visibility into technology spend, track budget performance, and support decisions on technology investments. It requires someone who can work independently, communicate clearly with senior leaders, and help improve IT financial planning processes.

## Key Responsibilities

– Partner with IT and Technology leaders to plan, forecast, and track costs for technology systems and platforms.
– Build and maintain cost models for new IT projects, including implementation, licensing, and ongoing operating costs.
– Review usage data, billing data, pricing schedules, and contracts to identify cost drivers, savings opportunities, and financial 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 LLM API usage, GPU/compute costs, model hosting, and third-party AI platform subscriptions.
– Prepare reporting and analysis on IT spend, budget variances, and forecast accuracy for senior leadership.
– Support the annual IT budget and multi-year technology forecasts.
– Maintain and improve forecasting tools and models in partnership with enterprise architecture and FP&A leadership.
– Perform variance analysis, trend analysis, and root-cause analysis on IT financial and operational data.
– Produce regular reporting on technology vendor spend and work with vendor and business owners to optimize costs.
– Complete ad hoc financial modeling and analysis for technology investment decisions.
– Work cross-functionally with IT, Finance, and business stakeholders to improve visibility into spend and operational metrics.
– Support the financial lifecycle of technology projects from proposal through implementation.
– Review vendor contracts and pricing agreements to assess financial risk and support implementation and renewal planning.
– Drive process efficiency and continuous improvement in IT financial planning.
– Perform other assigned duties as needed.

## Required Skills

– Bachelor’s degree in finance, accounting, information systems, or a related field, or an equivalent combination of education and relevant experience.
– At least 5 years of related experience in financial forecasting and diagnosis, corporate finance, and information analysis.
– Experience supporting an IT or technology organization, or experience in telecommunications or telecom-adjacent industries.
– Advanced spreadsheet skills, including Pivot Tables, Lookups, and Power Query.
– Experience with databases, Microsoft Office, financial software applications, and PowerPoint.
– Experience supporting large, multi-year capital projects from initial proposal through implementation.
– Working knowledge of project financial concepts, including NPV, IRR, payback, TCO, synergy tracking, and CAPEX vs. Opex.
– Working understanding of technology systems and infrastructure, including cloud computing, AI/ML platforms, and SaaS platforms.
– Ability to analyze billing and usage data from platforms such as AWS Cost Explorer and turn it into actionable 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 both technical and non-technical stakeholders.
– Experience working in a fast-paced, cross-functional environment and taking initiative in a remote setting.
– Ability to manage multiple priorities in a high-pressure, changing environment.
– Strong attention to detail, analytical thinking, and problem-solving skills.
– Excellent verbal and written communication and presentation skills.
– Strong organizational and time management skills.
– Ability to collaborate effectively and support teammates through shared processes.
– Sound judgment, discretion, and the 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 in Microsoft Office Suite and virtual collaboration tools such as Microsoft Teams and Slack.

## Preferred Skills

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

## Cloud Platforms & Technologies

### Cloud Providers
– AWS
– Azure

### Data Platforms
– Couchbase
– Microsoft Fabric

### AI/ML Platforms
– AI/ML platforms
– LLM APIs
– GPU/compute environments
– Model hosting
– Third-party AI platforms

### SaaS
– SaaS applications

### Tools
– AWS Cost Explorer
– Excel
– PowerPoint
– Microsoft Office Suite
– Microsoft Teams
– Slack

## FinOps Responsibilities

– Lead FinOps practices across cloud and AI platforms.
– Manage cost allocation and tagging governance.
– Set up and monitor budget alerts.
– Produce unit-economics reporting.
– Forecast and track cloud and AI spend.
– Analyze usage and billing data to identify cost drivers and savings opportunities.
– Support visibility into technology spend and key operational metrics.
– Review vendor pricing and contracts to assess risk and support renewal planning.

## Benefits

– Comprehensive benefits program is available; candidates are directed to the company careers page for details.
– Remote work arrangement.
– Approximately 5% travel.

## 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 portfolio that includes cloud, AI/ML, telephony, and SaaS investments. It combines strategic forecasting with hands-on analysis, vendor review, and cross-functional partnership across IT, Finance, and business teams. The position also has direct visibility with senior leaders and a meaningful focus on cloud and AI cost management. With a remote-first setup and a defined compensation range, it may appeal to candidates who want to apply strong analytical and FinOps skills in a technology-focused environment.