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.

• 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‑changewalks 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 Fin Ops 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.

• 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 Fin Ops 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 undergraduate and/or graduate degree or other demonstrated quantitative and analytical ability
• Demonstrated ability to quickly internalize complex concepts, connect data to business context, and solve problems in cross‑functional teams
• You will be self‑motivated, thrive in a fast‑paced environment, and have passion and intellectual curiosity to find and capture business value
• Experience with analytics and data‑wrangling tools such a Python, SAS, SQL, and Alteryx

• Highly self‑motivated; thrives amid shifting priorities and ambiguous problem spaces.
• Intermediate Excel with structured, traceable analysis and prototyping.
• Familiarity with Hyperion Essbase, Dodeca, Anaplan, Pitch Pro, Tableau, and relational data structures.
• Measurably improves forecast accuracy and reduces cycle times through driver‑based, continuous planning.
• Elevate…