Senior Financial Analyst, Strategic Finance; AI Portfolio
Listed on 2026-07-14
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Finance & Banking
Financial Analyst
Our Culture and Impact
Cvent is a leading meetings, events, and hospitality technology provider with more than 5,500+ employees and ~30,000 customers worldwide, including 60% of the Fortune 500. Founded in 1999, Cvent delivers a comprehensive event marketing and management platform for marketers and event professionals and offers software solutions to hotels, special event venues and destinations to help them grow their group/MICE and corporate travel business.
Our technology brings millions of people together at events around the world. In short, we’re transforming the meetings and events industry through innovative technology that powers the human connection.
Leading the Future
Are you ready to shape the future of work at the intersection of human expertise and AI innovation? At Cvent, we’re committed to continuous learning and adaptation—AI isn’t just a tool for us, it’s part of our DNA. We’re looking for candidates who are eager to evolve alongside technology. If you love to experiment boldly, share your discoveries, and help define best practices for AI‑augmented work, you’ll thrive here.
Our team values professionals who thoughtfully integrate AI into their daily work, delivering exceptional results while relying on the human judgment and creativity that drive real innovation. Throughout our interview process, you’ll have the chance to demonstrate how you use AI to learn, iterate, and amplify your impact. If you’re excited to be part of a team that’s leading the way in AI‑powered collaboration, we’d love to meet you.
This role sits within Cvent’s Strategic Finance function and focuses on the AI and automation portfolio. The Senior Financial Analyst, Strategic Finance (AI Portfolio) will own enterprise‑wide ROI measurement, build governance frameworks, and serve as the primary financial partner to business leaders driving AI‑powered transformation. The role leads one analyst and reports directly to the VP of Corporate Finance.
AI Portfolio Financial Governance- Develop and manage enterprise‑wide ROI measurement for Cvent’s 100+ AI and automation initiatives
- Standardize definitions and methodologies for cost savings, cost avoidance, productivity gains, and revenue impact across all business functions; prevent double‑counting and overstatement
- Monitor forecast vs. realized value across departments; apply risk‑adjusted methodologies to projected returns
- Establish pre‑launch financial baselines before initiative deployment; design post‑launch KPI tracking frameworks to identify adoption gaps and financial underperformance early
- Build initiative‑level ROI models for AI and automation investments; translate operational improvements into financial impact—productivity leverage, revenue acceleration, margin expansion, and working capital optimization
- Develop a deep understanding of Cvent’s unit economics, including the relationships between platform usage, product roadmap, customer adoption, and marketing investment—and use that understanding to sharpen the financial assumptions behind AI business cases
- Build and maintain financial models and analytical frameworks to evaluate KPIs, assess performance, and measure ROI across initiatives; own the modeling standards the organization relies on
- Conduct scenario and sensitivity analysis on projected returns; support capital allocation and build‑vs‑buy decisions
- Collaborate with FP&A to incorporate realized savings, productivity benefits, and initiative outcomes into the annual operating plan and long‑range financial plan
- Track and report realized vs. projected outcomes post‑implementation; surface underperforming initiatives and recommend corrective action to IT and the Business Units
- Partner with functional leaders to ensure AI investments are being executed against their approved financial cases
- Develop portfolio dashboards and executive‑ready financial summaries for CFO and senior leadership
- Translate operational AI metrics into clear financial narratives—communicating ROI, risk, and portfolio performance in business terms
- Serve as a…
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