Director, Financial Technology Operations (FinOps)

Job Description

Job Description

The Director, Financial Technology Operations (FinOps) will serve as a vital business partner to our technology leadership team. This role is responsible for leading a team of analysts, managing technology costs through detailed cost analysis, and forecasting technology expenses. Additionally, the Director will support strategic decision-making by developing optimization plans and driving financial transparency and accountability.

Key Responsibilities

• Partner with key functional leaders to ensure alignment and accountability for financial assumptions, plans, and trade-off decisions
• Consolidate and report on monthly, quarterly, and annual financial performance of the technology function, including:
• Variance analysis against forecast and budget
• Identification of risks and opportunities
• Tracking and reporting of operational metrics
• Conduct moderate to complex financial analyses to support business decision-making
• Update, develop, and maintain financial reports and executive-level operational review materials
• Collaborate with Finance and Tech Ops to drive cost optimization, automation initiatives, and best practices for infrastructure and cloud cost management
• Develop and present data-driven recommendations to support budget planning and resource allocation

Preferred Skills, Experience, and Education

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; CPA or Master’s degree is a plus
• 5–7 years of professional experience, including experience in a Technology FinOps capacity
• Strong decision-making skills rooted in sound judgment and data-driven insights
• Self-starter who thrives in fast-paced, dynamic environments
• Experience with cloud cost management platforms and FinOps tools
• Strong understanding of infrastructure services and major cloud providers (AWS, Azure, Google Cloud)
• Proven background in financial analysis, budgeting, forecasting, and reporting
• Experience implementing and maintaining FinOps practices and methodologies
• Proactive, resourceful, and intellectually curious
• Strong analytical and quantitative skills with advanced Excel proficiency
• Excellent verbal and written communication skills with the ability to engage senior leaders and cross-functional stakeholders effectively

Travel Required: 0–10%

About InvestCloud

InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com.

Our Values

• Client Connected
• Human Centered
• Technology Forward
• Respect + Integrity
• Excellence

The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. Salary range: $175,000 - $200,000

Invest Cloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

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