Finance Director - Product & Technology

E
ESO Software, SaaS
Remote, USFull-TimeDirector
Salary not disclosed
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Job Details

Experience
7 - 10 years
Required Skills
Microsoft ExcelSaaSNetSuite

Requirements

  • 7 - 10 years of progressive finance experience with deep expertise in FP&A supporting Technology and Product organizations at software or SaaS companies.
  • Technology finance expertise with hands-on experience in capitalized software costs (ASC 350-40), R&D tax credit processes, and the unique financial dynamics of product development organizations.
  • Experience of supporting multi-product software companies.
  • Proven track record building multi-year financial models for product roadmaps and technology investments.
  • Bachelor's degree required; MBA preferred.
  • Expert-level proficiency in Excel and financial modeling.
  • Experience with modern FP&A tools such as Adaptive Planning, Anaplan, NetSuite, PowerBI, Tableau, or similar platforms.
  • Familiarity with engineering tools and workflows such as Jira, GitHub, and DevOps platforms.

Responsibilities

  • Build comprehensive multi-year financial models for our complex, multi-product portfolio - translating product roadmaps into detailed development costs, resource requirements, and investment profiles.
  • Partner with Product and Engineering leaders to understand technical architecture, development dependencies, and capacity constraints, then model the financial implications across planning horizons.
  • Create sophisticated scenario analyses that evaluate trade-offs between product investments, feature prioritization, platform vs product work, and technical debt reduction.
  • Own and optimize the capitalized software costs process, ensuring accurate accounting for internally developed software.
  • Lead the R&D tax credit process, working with external advisors to maximize credits while maintaining detailed documentation.
  • Serve as the strategic finance partner to the CPTO and their Senior Leadership team.
  • Lead business case analysis for new product initiatives, major feature developments, and platform investments.
  • Lead the annual operating plan (AOP) process for Technology and Product, partnering with leaders to build bottoms-up plans.
  • Prepare and present Technology and Product performance updates for executive leadership, Board of Directors, and investors.
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