Strategic Finance Lead - Infrastructure
Lead financial strategy and modeling for cloud infrastructure spend, capacity planning, and unit economics at a high-growth AI company. Partner closely with engineering and infrastructure teams on cost decisions and vendor negotiations.
Responsibilities
Capacity Planning & Infrastructure FP&A
- Build and maintain multi-year capacity forecasts and scenario models across CPU, GPU, and accelerator footprints
- Partner with Strategic Finance leadership on long-horizon capacity decisions, including reserved/committed structures and build-out sequencing
- Lead ROI and trade-off analysis for new platforms, hardware generations, and efficiency initiatives
- Translate engineering and product roadmaps into capacity requirements and the cost envelope to support them
Cloud Service Provider (CSP) Financial Management
- Own day-to-day management for all core infrastructure spend, including the monthly bill, variance analysis, and forecasting
- Drive efficiency and optimization initiatives with engineering and infrastructure teams
- Build cost-driver models that explain spend movements and surface the levers behind them
- Support CSP rate and commit negotiations with rate analysis, benchmarking, and contract modeling
- Maintain deep working knowledge of CSP contract terms, pricing structures, discount programs, and optimization opportunities
- Partner with Accounting on contract operationalization, accrual accuracy, and compliance
Inference Cost Allocation & Unit Economics Support
- Own management and forecasting of inference costs end-to-end, including product unit economics
- Partner with Strategic Finance and executive leadership on scenario analysis to understand core unit economics and product-mix view and its impact on strategy and financial statements
- Support training-run budgeting, tracking, and ROI analysis
Requirements
- 4+ years of experience in strategic finance or FP&A at a high-growth technology company, plus 2+ years in investment banking at a top-tier firm
- Strong financial modeling skills and the ability to translate complex operating data into clear, decision-ready analysis
- A track record of partnering effectively with engineering or technical teams to drive financial outcomes
- Comfort communicating complex financial concepts to non-finance audiences across the company
- Bias for action, first-principles thinking, and an ability to make progress in ambiguous environments
- Excitement about working in a fast-paced, hyper-growth setting and adapting quickly as priorities shift
- Strong process discipline, business judgment, and cross-functional communication skills
- Genuine interest in AI infrastructure and the cost dynamics of large-scale model serving and training
Nice-to-Haves
- Direct experience managing or modeling cloud infrastructure spend (AWS, GCP, Azure)
- Background in AI, ML, or high-performance computing infrastructure economics
- Familiarity with GPU pricing, reserved/committed structures, and CSP discount mechanics
- Experience supporting capital-intensive capacity decisions or multi-year vendor commitments
- Advanced Excel and financial modeling skills
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