U.S Finance Manager Strategic Finance

IDC is searching for a Finance Manager on the Strategic FP&A team. This role is the analytical engine behind the finance business partners who support our Go-to-Market (GTM) and Product organizations. The Finance Manager will play a pivotal role in aligning financial strategies with the dynamics of a subscription business model. You will provide financial insights, analysis, modelling, and guidance that help Sales, Marketing, Customer Success and Product leaders make strategic decisions.

A defining part of this role is making Strategic Finance workflows AI-native. You will design, build and run AI-enabled automations, using Claude and Python-based agents, so the team spends its time on judgment and insight rather than manual preparation. We are looking for a finance professional who also programs and has a strong grasp of the AI ecosystem.

• Own monthly, quarterly and ad hoc reporting packages: actuals vs. plan and forecast, variance commentary and trend analysis.
• Track GTM efficiency (CAC, net revenue retention, pipeline conversion, sales productivity) and Product investment (R&D spend, headcount mix, cost per feature).
• Build driver-based models for bookings, ARR, pipeline coverage, quota capacity and R&D investment.
• Prepare the monthly bookings flash, business review and board-level materials with a clear narrative, flagging data issues before they reach leadership.

• Equip finance business partners with models, dashboards and talking points, and standardize templates and definitions so everyone works from one set of numbers.
• Lead deep dives such as pricing and packaging, compensation plan modeling, territory and capacity planning, and investment business cases.

• Map Strategic Finance workflows end to end and identify where AI can remove manual steps.
• Design, build and run AI agents and automations in Python using Claude and other AI tools, connected to finance data sources (planning tools, ERP, CRM, data warehouse) with proper permissions, logging and human review.
• Create reusable prompts, skills and templates; define evaluation methods that test outputs against source data; and measure time saved and quality gained.
• Train business partners to use AI effectively and responsibly, and recommend new tools and practices worth adopting.

• Partner with Finance Systems, Data/BI, Rev Ops and Accounting to maintain planning tools and dashboards, support month-end close for GTM and Product, and shorten close-to-report cycle time.
• Maintain documentation and controls over forecast and reporting processes to support audit and SOX requirements.

• Bachelor's degree in Finance, Accounting, Economics, Business or a related field.
• 6+ years of progressive experience in FP&A, financial planning or business finance, ideally at a SaaS or technology company.
• Strong grasp of SaaS metrics (ARR, bookings, net and gross retention, unit economics) and advanced driver-based and scenario modeling in Excel.
• Ability to turn complex data into a clear story for non-finance leaders, and to manage multiple deadlines across close, forecast and planning cycles.

• Demonstrated use of Claude or comparable AI tools (e.g., ChatGPT, Gemini, Copilot) to automate real workflows, with examples you can walk through.
• Proficiency in Python, including building AI agents or LLM-powered automations using model APIs (e.g., the Anthropic API) and tool or function calling.
• Working knowledge of the AI ecosystem: leading models and trade-offs, prompting, retrieval and context management, agent frameworks, and standards such as MCP.
• Sound judgment on AI limitations: validating outputs, handling sensitive financial data, keeping a human in the loop.

• MBA, CPA, CFA or equivalent; SQL and BI tools (Tableau, Looker, Power BI).
• Experience supporting Sales, Marketing, Customer Success or R&D/Product finance, including Salesforce data, sales compensation modeling and capacity planning.
• Experience in a high-growth or private equity-owned firm.

Not every great candidate checks every box. If this role excites you, we encourage you to apply.

On-time, error-free deliverables; business partners who value your speed and quality; less manual work through AI and automation; accurate sales forecasts; and clean audits. You will work closely with finance business partners, Sales, Marketing,…