Technology Finance Manager, AI Cost Planning
About The Position
The Technology Finance Manager will join the Schwab Technology Services (STS) Finance team, which provides financial insights, planning, and analysis to support decision-making and operational excellence. The role leads performance analysis for key technology functions and ensures alignment with corporate financial goals. The manager owns forecasting and budgeting for Schwab’s AI costs, including model API usage, GPU and cloud compute, and AI software licenses. Working closely with Technology, Product, and Procurement leaders, the role develops financial models, analyzes AI spending and efficiency, supports vendor negotiations, and helps teams understand and manage their AI spend. The manager also champions GenAI capabilities to modernize STS FP&A processes while maintaining a sound risk management and control environment.
Requirements
- Bachelor’s degree in Finance, Economics, Accounting, or a related field.
- At least 5 years of experience in FP&A, corporate finance, or infrastructure/cloud finance.
- Exceptional financial modeling skills, including driver-based forecasting, scenario analysis, and sensitivity analysis.
- Experience forecasting usage-based costs such as cloud hosting, AI model APIs, or consumption-priced vendor contracts.
- Hands-on experience building AI-assisted workflows (e.g., Claude, ChatGPT, Copilot) to improve FP&A processes, with specific examples of results achieved.
- Strong data skills, including advanced Excel and SQL for working with usage and billing data.
- Proven ability to partner with technology teams and influence decisions without direct authority.
- Excellent oral and written communication skills, including the ability to present uncertain forecasts to senior leaders as clear ranges, risks, and recommendations.
- Proactive self-starter able to manage and deliver multiple projects and succeed in a time-sensitive, fast-paced environment with minimal direction.
Nice To Haves
- MBA.
- FinOps experience, including cloud cost allocation, showback/chargeback, or commitment-based savings, or a FinOps Certified Practitioner credential.
- Working knowledge of AI pricing mechanics, including input and output tokens, caching, batch pricing, and provisioned throughput.
- Knowledge of financial systems such as IBM Planning Analytics and PeopleSoft Financials.
Responsibilities
- Lead the annual budget and rolling forecast for AI costs, including model API usage, GPU and cloud compute, and AI software licenses.
- Build driver-based financial models that separate usage volume from unit price, including users, requests, tokens, model mix, per-token rates, caching, and batch discounts.
- Develop scenario analyses for AI spend drivers, including adoption growth, new model releases, price changes, and model migrations.
- Track AI efficiency metrics such as cost per output and cost per user, and translate AI costs into unit economics and ROI views for senior leaders.
- Lead FP&A processes for AI investments, including monthly close, variance analysis, risk and opportunities, reporting, forecasting, and annual planning.
- Partner with Technology and Product teams to source usage data and identify cost-saving levers such as model routing, caching, and batching.
- Establish showback or chargeback reporting so business and technology teams can see and own their AI spend.
- Support Procurement on AI vendor negotiations, committed-spend sizing, and tracking usage against contract tiers.
- Champion GenAI capabilities across the STS FP&A team by building AI-assisted workflows with clear review controls and measurable results.
- Maintain a sound risk management and control environment for work product.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
