Senior Financial Analyst, Strategic Finance (AI Portfolio)

Namely; United States; On-site; USD 90,000 - 120,000; Full time

Job summary

Cvent is seeking FP&A professionals to lead financial governance across AI initiatives. Responsibilities include managing ROI tracking, developing business case evaluations, and supporting executive reporting. Candidates should have 4–5 years of experience in finance and strong expertise in Excel.

This role is critical for translating technology investments into financial outcomes and driving measurable value realization across the enterprise. Join Cvent's innovative team to contribute to the future of work at the intersection of AI and finance.

Qualifications

• Experience in Financial Planning and Analysis (FP&A) or Strategic Finance.
• Advanced Excel skills for financial modeling.
• Ability to design measurement frameworks for ROI.

Responsibilities

• Manage enterprise-wide ROI tracking for AI initiatives.
• Build and evaluate business cases for AI investments.
• Develop dashboards and executive summaries for leadership.

Skills

Financial modeling expertise

Analytical and problem-solving skills

Cross-functional collaboration

Excellent communication skills

Education

4–5 years of experience in FP&A or related field

Tools

Excel

SQL

Job description

Overview:

Our Culture and Impact

Cvent is a leading meetings, events, and hospitality technology provider with more than 5,000+ employees and 24,000+ customers worldwide, including 60% of the Fortune 500. Founded in 1999, Cvent delivers a comprehensive event marketing and management platform for marketers and event professionals and offers software solutions to hotels, special event venues and destinations to help them grow their group/MICE and corporate travel business. Our technology brings millions of people together at events around the world. In short, we’re transforming the meetings and events industry through innovative technology that powers the human connection.

Cvent's strength lies in its people, fostering a culture where everyone is encouraged to think like entrepreneurs, taking risks and making decisions confidently. We value diverse perspectives and celebrate differences, working together with colleagues and clients to build strong connections.

AI at Cvent: Leading the Future

Are you ready to shape the future of work at the intersection of human expertise and AI innovation? At Cvent, we’re committed to continuous learning and adaptation—AI isn’t just a tool for us, it’s part of our DNA. We’re looking for candidates who are eager to evolve alongside technology. If you love to experiment boldly, share your discoveries, and help define best practices for AI-augmented work, you’ll thrive here. Our team values professionals who thoughtfully integrate AI into their daily work, delivering exceptional results while relying on the human judgment and creativity that drive real innovation.

Throughout our interview process, you’ll have the chance to demonstrate how you use AI to learn, iterate, and amplify your impact. If you’re excited to be part of a team that’s leading the way in AI-powered collaboration, we’d love to meet you.

Cvent is embedding Agentic AI and automation across the enterprise to drive operational excellence, scalability, and long-term profitability. With more than 100 AI initiatives spanning Sales, Marketing, Client Services, IT, Finance, HR, and Legal, we are hiring two high-caliber FP&A professionals to lead financial governance and value realization across our AI portfolio. This is a strategic finance role focused on ensuring that AI investments translate into measurable financial outcomes and sustained margin impact.

In This Role, You Will:

AI Portfolio Financial Governance

• Develop and manage enterprise-wide ROI tracking for AI and automation initiatives
• Standardize definitions across cost savings, cost avoidance, productivity gains, and revenue impact
• Monitor forecast versus realized value across departments
• Apply risk-adjusted methodologies to projected returns
• Ensure financial benefits are not overstated or double-counted

Business Case Development & Evaluation

• Build initiative-level ROI models for AI investments
• Translate operational improvements into financial impact, including productivity leverage, revenue acceleration, marketing efficiency, retention impact, and working capital optimization
• Conduct scenario and sensitivity analysis
• Support capital allocation and build vs. buy decisions

Value Realization & Planning Integration

• Establish measurable baselines before implementation
• Design post-launch KPI tracking frameworks
• Identify adoption gaps and financial underperformance
• Integrate realized savings into annual operating plans and long-range planning

Executive Reporting & Strategic Support

• Develop portfolio dashboards and executive-ready summaries
• Translate operational AI metrics into clear financial narratives
• Support leadership in prioritizing, scaling, or optimizing initiatives

Here’s What You Need:

Required Qualifications

• 4–5 years of experience in FP&A, Strategic Finance, Corporate Finance, or Consulting
• Advanced financial modeling expertise (Excel required)
• Experience building ROI models for technology, automation, or transformation initiatives
• Strong understanding of productivity modeling and SaaS financial drivers
• Proven ability to design measurement frameworks and track realized impact
• Strong analytical and problem-solving skills
• Ability to work cross-functionally and influence stakeholders
• Excellent written and verbal communication skills

Preferred Qualifications

• Experience in SaaS or high-growth technology environments
• Exposure to AI, automation, or digital transformation initiatives
• Familiarity with SQL and/or BI tools
• Experience with headcount planning and productivity economics
• Consulting or transformation project experience