[Hiring] IT Financial Planner REMOTE USA
Position: IT Financial Planner
Date Posted: 27 October 2026
Industry: Information Technology / Finance / Telecommunications
Employment Type: Full Time / Remote
Experience: Minimum 5 years of related experience in financial forecasting, corporate finance, information analysis, and preferably supporting an IT or technology organization.
Qualification: Bachelor’s degree in Finance, Accounting, Information Systems, or a related field.
Salary: $80,000–$95,000 per year
Location: REMOTE, United States
Company: ClearCaptions, LLC
Description:
ClearCaptions, LLC is seeking an experienced IT Financial Planner to support financial planning, forecasting, and reporting for key technology systems and infrastructure. This remote role focuses on managing technology-related financial strategies, including cloud platforms, AI/ML investments, SaaS applications, and other critical IT expenditures.
The successful candidate will work closely with IT, Finance, and business leaders to develop cost models, analyze technology spending, and translate technical plans into clear financial insights. This position requires strong analytical skills, financial expertise, and the ability to collaborate with technical teams in a fast-paced environment.
Key Responsibilities:
• Partner with IT and Technology leaders to plan, forecast, and monitor costs related to technology systems, infrastructure, and platforms.
• Develop and maintain cost models and financial forecasts for new IT projects, including implementation, licensing, and ongoing operational expenses.
• Analyze cloud usage, vendor billing data, contracts, and pricing structures to identify cost drivers, savings opportunities, and financial risks.
• Lead FinOps activities for cloud and AI platforms, including cost allocation, tagging governance, budget monitoring, and reporting.
• Forecast and manage AI/ML-related expenses, including API usage, GPU costs, model hosting, and third-party AI platform spending.
• Prepare financial reports, budget variance analysis, and technology spend insights for senior leadership.
• Support annual IT budgeting and multi-year technology forecasting processes.
• Maintain and improve IT financial planning tools, models, and reporting processes.
• Analyze financial and operational data to identify trends, issues, and improvement opportunities.
• Support technology investment decisions through financial modeling and business analysis.
• Review technology vendor contracts and pricing agreements to assess financial impact and risks.
• Collaborate with IT, Finance, and business stakeholders to improve visibility into technology spending.
• Support the financial lifecycle of technology projects from initial planning through implementation.
• Drive continuous improvement in IT financial planning processes.
Requirements:
• Bachelor’s degree in Finance, Accounting, Information Systems, or a related field.
• Minimum 5 years of experience in financial forecasting, corporate finance, and data analysis.
• Experience supporting IT, technology, telecommunications, or related industries is strongly preferred.
• Advanced skills in Microsoft Excel, including Pivot Tables, Lookups, Power Query, databases, and financial software applications.
• Experience developing and monitoring financial models for large, multi-year technology projects.
• Knowledge of business case concepts including NPV, IRR, Payback, TCO, Synergy Tracking, CAPEX, and OPEX.
• Understanding of technology systems including cloud computing, AI/ML platforms, and SaaS applications.
• Ability to analyze billing and usage data from platforms such as AWS Cost Explorer and convert findings into actionable financial insights.
• Knowledge of AI/ML cost structures, including API pricing, compute costs, and model hosting expenses.
• Strong communication, analytical, organizational, and problem-solving skills.
• Ability to work independently in a remote environment while managing multiple priorities.
• Proficiency in Microsoft Office Suite and virtual collaboration tools such as Microsoft Teams and Slack.
• Willingness to travel up to 5% when required.
• Strong knowledge of:
• IT financial planning, forecasting, budgeting, and technology cost management.
• Cloud platforms, AI/ML spending models, SaaS applications, and technology infrastructure.
• Financial analysis, vendor management, business cases, and investment evaluation.
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