Finance Director - Product & Technology

ESO

4d•Remote

About The Position

ESO is seeking a Finance Director to serve as the dedicated finance partner to their Technology and Product leaders. This role involves translating product roadmaps and technology investments into long-term financial models and strategic insights. The position requires deep embedding with Engineering and Product teams to understand technical architecture, build financial views of product development, manage capitalized software costs and R&D tax credits, and assist leaders in making investment decisions. The company is also adopting an AI-first approach to its finance operations, automating repetitive tasks and building predictive models.

Requirements

7 - 10 years of progressive finance experience with deep expertise in FP&A supporting Technology and Product organizations at software or SaaS companies.
Hands-on experience with capitalized software costs (ASC 350-40), R&D tax credit processes, and the financial dynamics of product development organizations.
Proven track record building multi-year financial models for product roadmaps and technology investments.
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, DevOps platforms.
Bachelor's degree required.

Nice To Haves

Private equity-back or high-growth company experience strongly preferred.
Experience supporting multi-product software companies.
MBA preferred.
Genuine technology enthusiast.
AI-forward mindset.
Business partner DNA.
Strategic thinker with technical fluency.
Influential communicator.
Self-starter mentality.
Collaborative team player.

Responsibilities

Build comprehensive multi-year financial models for the company's product portfolio, translating roadmaps into development costs, resource requirements, and investment profiles.
Partner with Product and Engineering leaders to understand technical architecture, development dependencies, and capacity constraints, modeling financial implications.
Create scenario analyses to evaluate trade-offs between product investments, feature prioritization, platform work, and technical debt reduction.
Develop frameworks to measure product development efficiency, including cost per feature, velocity trends, and productivity metrics.
Model the long-term P&L impact of product decisions on revenue and margin.
Own and optimize the capitalized software costs process for internally developed software.
Lead the R&D tax credit process, working with external advisors.
Manage the interplay between operating expense and capitalized development costs.
Build and maintain headcount and expense models for Technology teams.
Understand and help optimize cloud infrastructure costs (AWS, Azure, GCP).
Serve as the strategic finance partner to the CPTO and their Senior Leadership team.
Understand and communicate concepts related to engineering workflows such as sprint planning, story points, technical debt, and platform investments.
Build trusted relationships with technical teams by demonstrating curiosity and respect for software development complexity.
Partner with Product leaders on roadmap prioritization by quantifying financial implications of sequencing and resource allocation decisions.
Collaborate with Engineering leaders on organizational design, team structure, and hiring plans.
Lead business case analysis for new product initiatives, major feature developments, and platform investments.
Build ROI models for technology investments.
Evaluate build vs. buy vs. partner decisions for technical capabilities.
Track product development against business case projections and conduct post-mortems.
Help Product leaders understand unit economics by product line.
Lead the annual operating plan (AOP) process for Technology and Product.
Drive monthly forecasting for R&D expenses, analyzing variances.
Own the quarterly re-forecasting process for product development costs.
Develop hiring and capacity models showing the impact of team growth on product velocity and time-to-market.
Create long-range forecasts for the product portfolio's financial implications over 3-5 year horizons.
Prepare and present Technology and Product performance updates to executive leadership, the Board of Directors, and investors.
Translate complex technical investments into narratives understandable to non-technical audiences.
Proactively identify risks to development timelines or budget targets and provide insights for course correction.
Partner with the broader FP&A team for consistency in messaging and organizational alignment.