BT Operations Lead

Workday•Pleasanton, CA

5d•Hybrid

About The Position

The BT Operations Lead will support operational discipline and strong partnership with Corporate Finance. This role will help design, socialize, and support enforcement of processes that ensure investment discipline and the integrity of the technology budget. The Lead will drive efficiency by tracking cost variance, supporting governance of budget exceptions, helping optimize capitalization practices, and ensuring accurate reporting of financial data related to IT investments. The role will also contribute to strategic initiatives to implement a comprehensive Bill of IT and a supporting FinOps dashboard. This is an individual contributor role partnering closely with Corporate Finance, Accounting, Procurement, and BT leadership.

Requirements

7+ years of progressive experience in IT Finance, IT Business Management (ITBM), or Financial Planning & Analysis (FP&A)
7+ years of experience in technology investments within the software development environment.
6+ years of experience in accounting principles related to technology (e.g., software capitalization rules, asset depreciation).
6+ years of experience supporting operational financial processes, including budget control, variance analysis, and exception management.
6+ years of experience with cloud cost allocation/optimization tools (e.g., Apptio, Cloudability, native cloud provider tools).
Excellent collaboration and influencing skills, with a track record of successfully partnering with Corporate Finance teams.
Solid understanding of governance management principles and experience supporting governance frameworks for organizational initiatives.
Ability to effectively facilitate meetings, including with senior stakeholders.
Bachelor's degree in Finance, Accounting, or a related quantitative field.

Nice To Haves

MBA or CPA certification is a plus.

Responsibilities

Support processes for continuous budget monitoring, proactive identification of potential overruns, and timely escalation to ensure IT spending remains within established tolerance levels.
Help define, document, and manage a clear, transparent workflow for reviewing and routing budget exceptions, ensuring appropriate approval is obtained for non-strategic or out-of-policy spending.
Partner with the Finance/Accounting team to help ensure technology asset classification (CapEx vs. OpEx) is accurate, auditable, and aligned with company and regulatory accounting policies.
Support the accuracy, completeness, and consistency of IT financial data reported.
Help define, document, and manage a transparent workflow to ensure workforce execution is aligned with BT workforce strategy.
Partner with Finance, Legal, and Procurement teams to manage contracts, own renewal management by proactively tracking upcoming renewal dates and driving timely decisions, and identify opportunities for consolidation and cost savings.
Support a strategic program to design, develop, and implement a Bill of IT (BoIT) framework to allocate and charge back technology service costs to consuming business units, increasing accountability and driving usage efficiency.
Help define requirements for and support the creation of a FinOps dashboard that provides actionable, near real-time visibility into consumption spending, utilization rates, optimization opportunities, and cost variance.
Develop and deliver accurate, timely operational reports for BT leadership and Finance partners, highlighting spending trends, risks, and efficiency gains.
Collaborate with Finance partners (FP&A, Accounting) to help integrate IT financial processes into the company's overall financial planning and reporting cycles.
Support and help apply internal IT financial policies, standards, and procedures in partnership with engineering and technology teams.
Develop and deliver training to IT budget owners and business partners on financial governance best practices, capitalization rules, and variance tracking.