Global Tech Finance Planning & Analysis Lead - Vice President
On-site · New York City, New York, United States
Job Summary
Lead analytics to inform portfolio trade-offs and capital allocation for the Firm’s Global Tech FP&A, shaping a $20B technology investment portfolio. Architect data-driven insights, elevate continuous planning, and deliver CFO/CIO‐ready narratives that influence funding decisions. Build repeatable intelligence, modernize the financial framework, and serve as a consultative partner to senior leaders. Drive cloud cost optimization and embed FinOps insights into product P&Ls and planning baselines. Industrialize processes using Python/SQL/Alteryx and build executive dashboards (Tableau) with scenario toggles. Deliver concise readouts for CFO/CIO forums, acting as an internal consultant to align stakeholders, manage dependencies, and drive outcomes in a fast-paced environment.
Required Qualifications
- 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
- Experience with analytics and data-wrangling tools such as Python, SAS, SQL, and Alteryx
- Demonstrated ability to quickly internalize complex concepts, connect data to business context, and solve problems in cross-functional teams
- Measurably improves forecast accuracy and reduces cycle times through driver-based, continuous planning
- Preferred familiarity with Hyperion Essbase, Dodeca, Anaplan, PitchPro, Tableau, and relational data structures
- Experience delivering executive‐ready materials for capital committees and leadership forums
- Authorized to work in the United States and able to work in office 5 days a week
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