Lead and scale enterprise capital planning and investment governance process across Technology, Product, Engineering, and Operations.
Partner closely with senior leadership to drive investment decisions and bring discipline and transparency to capital deployment.
Own the end-to-end capital planning lifecycle, from intake and prioritization to approval, tracking, and post-investment performance evaluation.
Design, implement and operate a scalable capital budgeting process including project intake, scoring/prioritization, approval thresholds, funding allocation, and governance forums.
Implement and enforce CAPEX policies and approval workflows in partnership with Accounting and Leadership.
Lead capital governance forums and ensure consistent, disciplined decision-making across functions.
Improve transparency and accountability across the investment approval process.
Build and maintain rigorous capital models (NPV, IRR, payback, scenario/sensitivity analysis) and standardized business-case templates for companywide investments.
Evaluate trade-offs across projects and recommend funding prioritization tied to strategic objectives.
Translate complex financial analysis into clear, actionable insights for executive leadership.
Requirements
6+ years of relevant experience in FP&A, corporate finance, capital planning, project finance, or similar roles supporting technology.
Strong financial modeling skills (NPV, IRR, scenario/sensitivity analysis) and proven experience building investment business cases.
Direct experience owning or running capital budgeting, CAPEX governance, or project portfolio processes.
Knowledge of software capitalization accounting and CAPEX/OpEx distinctions.
Advanced Excel skills; experience with planning systems (Anaplan, Adaptive) and BI tools (Tableau, Power BI) preferred.
Excellent stakeholder management, communication and presentation skills.
Bachelor’s degree in Finance, Accounting, Economics, Engineering or related field.
MBA required.
Tech Stack
Tableau
Benefits
This position is also be eligible for short-term and long-term incentives based on individual and company performance.