Infrastructure Financial Analysis Senior Associate

FinOps Weekly; Plano (TX); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Base salary + incentive potential

Comprehensive health care

On-site health centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

FinOps Weekly is seeking a Financial Manager — Asset & Wealth Management Technology Finance & Business Management Infrastructure to support cloud spend analysis, forecasting, and strategic decision support. You will work with Global Technology, accounting, finance, and product partners to optimize cloud costs and enable data-driven leadership decisions.

The role emphasizes collaboration across teams and delivering dashboards and executive-ready insights from large cloud cost datasets.

Qualifications

• 3+ years in financial planning & analysis, forecasting/modeling, BI/strategy, data or risk analysis, or reporting.
• Bachelor’s or Master’s degree in Finance, Data Analysis, MIS, CS, or related field.
• Strong working knowledge of Excel, Tableau, Alteryx, Databricks Query, SQL, or similar tools.
• Data mining, analytics, reporting, data-driven storytelling, and executive summaries.
• Ability to manage multiple priorities under pressure.
• Collaborate across technology and business functions to achieve outcomes.
• Present public cloud analysis and key messages clearly.
• Self-starter with BAU F&BM work and ad hoc research in fast-paced environment.
• Strong influence management skills.
• Excellent verbal, written, interpersonal communication skills.

Responsibilities

• Analyze financial results to identify drivers and opportunities.
• Prepare monthly/quarterly/semi-annual/annual financial reporting for senior leadership.
• Manage cloud demand planning, forecasting, monthly cloud billing and allocation.
• Build dashboards and insights from large cloud cost datasets for spend pattern analysis.
• Monitor cloud consumption to identify variances and anomalies.
• Support modernization roadmaps, budgets, and program forecasts.
• Collaborate with Global Technology FinOps to track cost optimization actions.
• Lead internal reviews to support business and financial decisions.
• Coordinate with Business Management, Global Technology, Finance, and others to deliver objectives.

Skills

Financial planning & analysis

Forecasting/modeling

Business intelligence

Strategy

Data or risk analysis

Internal/External reporting

Public cloud analysis

Communication skills

Self-starter

Influence management

Education

Bachelor's or Master's in Finance, Data Analysis, MIS, CS

Tools

Microsoft Excel

Tableau

Alteryx

Databricks Query

SQL

Job description

# Infrastructure Financial Analysis Senior AssociatePlanoFinOpsNot Specified31/07/2026Full-timeOnsiteFavoriteAccess Job## Job Description# Financial Manager — Asset & Wealth Management Technology FinanceManagement## About the RoleThis role sits within the Asset & Wealth Management Technology Finance & Business Management infrastructure team and reports to the head of planning & analysis for Asset & Wealth Management Technology & Data. It supports the Asset & Wealth Management technology organization with financial planning, analysis, reporting, and strategic decision support.The team works across technical and non-technical cloud stakeholders, as well as Global Technology, accounting, finance, and product line partners. Its focus is to improve visibility into cloud spend, identify optimization opportunities, and support budget and forecast decisions.This position also supports the group’s hybrid public cloud strategy and FinOps transformation. It contributes to executive-level reporting and analysis that helps leaders make informed financial and operational decisions.## Key Responsibilities– Analyze financial results to identify business drivers and opportunities for improvement. – Prepare monthly, quarterly, semi-annual, and annual financial and management reporting, including ad hoc reporting for senior leadership. – Manage cloud demand planning, forecasting, monthly cloud billing and allocation, and Cloud EMR with accounting, finance, and technical partners. – Build dashboards and insights from large cloud cost and usage datasets for spend-pattern analysis, OKR/KPI reporting, benchmarking, and executive presentations. – Monitor cloud consumption to identify anomalies and budget variances. – Help stakeholders understand cloud spend in the context of application and infrastructure modernization roadmaps, budget funding, and major program forecasts. – Partner with Global Technology FinOps teams to track cost optimization actions, status, and outcomes. – Lead internal reviews and assessments to support business and financial decisions. – Collaborate with Business Management, Global Technology, Finance, and other functional teams to deliver business objectives.Management## Required Skills– 3+ years of experience in financial planning and analysis, forecasting/modeling, business intelligence or strategy, data or risk analysis, or internal/external reporting. – Bachelor’s or Master’s degree in Finance, Data Analysis, MIS, Computer Science, or a related field. – Strong working knowledge of Microsoft Excel, Tableau, Alteryx, Databricks Query, SQL, or similar tools. – Ability to perform data mining, data analytics, financial and operational reporting, data-driven storytelling, and end-to-end executive summaries. – Ability to manage multiple priorities and focus on key deliverables under pressure. – Ability to collaborate across technology and business functions to achieve outcomes. – Ability to present public cloud analysis and key messages clearly and simply. – Self-starter mindset with the ability to handle both business-as-usual F&BM work and ad hoc research in a fast-paced environment. – Strong influence management skills. – Excellent verbal, written, and interpersonal communication skills.## Cloud Platforms & Technologies– \*\*Cloud Providers:\*\* public cloud; hybrid public cloud – \*\*Cloud / Data Platforms:\*\* Cloud EMR; Databricks Query – \*\*Programming Languages:\*\* SQL – \*\*Reporting & BI:\*\* Microsoft Excel; Tableau – \*\*Data & Analytics:\*\* Alteryx; artificial intelligence (AI)## FinOps Responsibilities– Support cloud demand planning and forecasting. – Manage monthly cloud billing and allocation. – Analyze cloud rate and usage optimization opportunities. – Build visibility into cloud spend through reporting and analysis. – Monitor cloud consumption to identify anomalies and budget variances. – Support data and AI spend analysis. – Track cost optimization actions, including status and results. – Help stakeholders understand cloud spend against modernization roadmaps, budget funding, and program forecasts.## Benefits– Base salary determined by role, experience, skill set, and location. – Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash or forfeitable equity. – Comprehensive health care coverage. – On-site health and wellness centers. – Retirement savings plan. – Backup childcare. – Tuition reimbursement. – Mental health support. – Financial coaching.## Why You Might Be InterestedThis role combines financial planning, cloud spend analysis, and executive reporting within Asset & Wealth Management Technology. It offers exposure to cloud budgeting, forecasting, billing allocation, and cost optimization work tied to the hybrid public cloud strategy and FinOps transformation. You will work closely with Global Technology, finance, accounting, and technical stakeholders, making the role highly cross-functional. The position also involves turning large datasets into dashboards and insights that support senior-level decision-making.Management