TBM Strategy & Planning Director

The Standard • Virtual TX, TX

4d • $137,000 - $200,750 • Remote

About The Position

The TBM Strategy and Planning Director is a senior, high-impact role within IT Finance & Analytics focused on improving expense-management discipline, transparency, and value realization across product and technology spend. As a trusted advisor to IT, Business and Corporate Finance leadership, the role shapes and supports the IT optimization agenda using Technology Business Management (TBM), and FinOps best practice—translating insights into decision-ready recommendations and governance materials that drive sustained improvements in expense-management discipline and transparency. This role provides enterprise visibility and influence across the organization’s most transformative product and technology initiatives, without direct people management responsibilities.

Requirements

• Advanced expertise in financial modeling, cost analysis, and unit economics, including the ability to evaluate complex investment trade-offs and quantify value across large-scale technology initiatives
• Deep knowledge of IT financial management practices, including budgeting, forecasting, cost allocation, and capital investment analysis
• Ability to synthesize large, complex datasets into actionable insights that inform senior leadership decisions
• Strong understanding of Technology Business Management (TBM) framework, including cost transparency, service costing, and consumption -based financial management
• Ability to design and implement scalable methodologies, metrics, and governance models that improve financial transparency and decision discipline
• Knowledge of technology cost drivers (e.g., infrastructure, cloud, applications) and industry best practices for optimization
• Demonstrated ability to frame and solve ambiguous, high-impact business problems using structured thinking and innovative approaches
• Ability to connect financial insights to enterprise strategy, identifying opportunities to optimize operating models and improve business performance
• Applies conceptual and systems-level thinking to evaluate long-term implications, risks, and trade-offs
• Exceptional ability to translate complex financial and technical concepts into clear, compelling narratives for senior leaders
• Proven effectiveness in influencing decisions and driving alignment across diverse stakeholder groups without direct authority
• Ability to anticipate objections, challenge assumptions, and guide leadership to informed decisions
• Demonstrated success leading complex, cross-functional initiatives involving IT, Finance, and business stakeholders
• Ability to build trusted relationships and align stakeholders on shared goals, methodologies, and outcomes
• Skilled at navigating organizational complexity, competing priorities, and ambiguity
• Advanced proficiency in Excel, Power BI, DAX, SQL, and data modeling tools such as Alteryx; ability to leverage technology to automate, scale, and enhance analysis
• Familiarity with TBM / financial management and planning platforms (e.g., Apptio One and TargetProcess) and enterprise systems (e.g., ERP, Service Desk, or HR tools)
• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or related quantitative field.
• 8-10 years in finance, or management consulting, including deep experience in IT financial management, cost optimization, and operating model transformation.

Nice To Haves

• MBA or advanced business degree preferred.
• Experience working on large transformation programs and estimating cost synergies from strategic M&A programs.
• Expertise with Apptio One, Cloudability, Flexera, JIRA, ServiceNow and Workday Financials
• Working knowledge of Python, and AI prompting with Copilot or Claude Code
• Experience using tools like Copilot and ChatGPT/Claude to test hypotheses and accelerate data insights
• CPA, CMA, FPAC, CTBME or FinOps Certified Practitioner

Responsibilities

• Lead and shape enterprise technology cost optimization and value realization initiatives by: Defining and evolving the IT cost optimization strategy and roadmap in alignment with enterprise and IT priorities, Identifying and framing high-impact opportunities to improve cost efficiency, productivity, and value delivery across product and technology spend, Influencing investment prioritization and trade-off decisions across cost, risk, and value at the portfolio level, Partnering with IT, Finance, and supplier management leaders to drive execution of strategic initiatives with measurable business outcomes
• Provide enterprise-level decision support and thought leadership through: Developing advanced financial models, scenario analyses, and unit economics to evaluate strategic options and investments, Translating complex data into clear, decision-ready insights for senior leaders and executive forums, Anticipating and articulating business implications, risks, and trade-offs across multiple scenarios, Challenging assumptions and providing independent, data-driven perspectives to improve decision quality
• Serve as a company-wide subject matter expert and advance TBM, Value Management and FinOps capabilities by: Defining and standardizing methodologies, frameworks, and best practices for cost transparency, unit costing, and financial governance, Embedding TBM- and FinOps-enabled insights into financial planning, forecasting, and operational management processes, Developing scalable tools, playbooks, and metrics (e.g., cost per service, cost per user) to enable consistent adoption across IT and Finance, Educating and influencing leaders to adopt new financial management practices and improve decision discipline
• Strengthen financial governance and ensure realization of planned outcomes by: Designing and implementing governance frameworks that improve visibility into cost, value, and performance across initiatives, Establishing measurement approaches and controls to track benefits, validate assumptions, and ensure accountability, Driving transparency into consumption, cost drivers, and financial performance across technology services, Providing regular, structured reporting to inform leadership oversight and decision-making
• Lead complex, cross-functional initiatives and influence enterprise stakeholders by: Serving as a trusted advisor and primary point of contact for senior IT and business leaders, Leading multidisciplinary workstreams with significant complexity, ambiguity, and organizational impact, Aligning stakeholders on methodologies, assumptions, and execution plans across functions, Building strong relationships to influence outcomes without direct authority

Benefits

• medical, dental, vision and a 401(k) plan with matching company contributions
• An annual incentive bonus plan
• Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure
• A supportive, responsive management approach and opportunities for career growth and advancement
• Paid parental leave and adoption/surrogacy assistance
• An employee giving program that double matches your donations to eligible nonprofits and schools

What This Job Offers

• Job Type: Full-time
• Career Level: Senior