Global Tech Finance Planning & Analysis Lead - Vice President

Join the Firmwide Technology Financial Planning & Analysis (FP&A) organization to lead analytics which shape a $20B technology investment portfolio.

As a Global Tech Analytics Lead within the Technology FP&A team, you will architect data - driven insights, elevate continuous planning, and deliver CFO/CIO - ready narratives that influence high - profile funding and prioritization decisions across the Firm.

You will build repeatable intelligence, modernize our financial framework, and serve as a consultative partner to senior leaders on core and topical challenges.

Job responsibilities


* Connect spend patterns to product health and unit economics (cost - to - serve, contribution margin) to inform portfolio trade - offs and decommission/scale decisions.

Build price/volume/mix and run - change walks to explain variance drivers and elevate decision velocity for senior stakeholders.


* Analyze product expense trends and link them to adoption, reliability, and customer outcomes; curate portfolio characteristics and heatmaps that prioritize strategic bets while safeguarding critical run services.


* Play a key role in developing, analyzing and enhancing continuous planning methodologies and assumptions with a goal of reducing forecast error and compressing re - forecast cycle times.


* Apply corporate finance rigor (WACC, NPV/IRR, payback) to investment evaluations and re - sequencing; design base/downside/strategic scenarios to optimize capital allocation across the tech portfolio.


* Drive cloud cost optimization and embed FinOps insights into product P&Ls and planning baselines.


* Industrialize repeatable processes using Python/SQL/Alteryx and other tools for intelligence generation, driving efficiency, reducing errors, and maximizing speed to actionable insights.

Build executive dashboards (e.g., Tableau) with scenario toggles and drill - downs to speed insights from data to decision.


* Deliver concise, well - structured readouts for CFO/CIO forums and capital committees, synthesizing analytics into clear calls to action.

Operate as an internal consultant-align diverse stakeholders, manage dependencies, and drive outcomes in a fast - paced environment.

Required qualifications, capabilities, and skills


* 8+ years in data analytics within financial services, investment banking, consulting or strategy, with demonstrated impact on technology finance decisions


* Strong written and verbal communication, including debate of complex topics with senior stakeholders and creation of high - impact presentations.


* Relevant depth in at least two key content areas: product economics and unit cost models, cost of capital and scenario modeling for tech investments, cloud FinOps and Technology Business Management (TBM) -aligned cost transparency, driver - based and continuous planning, corporate finance for technology portfolios or CFO/CIO - ready storytelling and executive readouts


* Quantitatively focused und...