Financial Planning & Strategy
Financial Planning & Strategy roles at AI companies build and run the financial planning function—forecasting models, KPI frameworks, planning and budget cycles, board and investor materials, and the cross-functional partnership that turns financial signal into operating decisions. The day-to-day is classical FP&A: building and maintaining models, running variance analysis, partnering with business owners on plans and reviews, and helping executives think through unit economics and capital allocation. Specific economic structure varies by business model—software-heavy AI companies focus on SaaS unit economics and pipeline-to-revenue conversion; infrastructure-heavy companies model GPU capacity, energy costs, and site deployments; vertical AI companies follow the financial pattern of the underlying industry. These roles typically sit within finance, reporting to a Head of FP&A or CFO, and partner across functions to ensure planning supports both day-to-day execution and longer-term strategy.
Skills
What companies are looking for in this role.
Building detailed financial models and forecasts to support business strategy and decision-making
Analyzing financial data and translating complex information into actionable executive-level insights
Partnering cross-functionally with business leaders to align financial strategy with operational execution
Developing and monitoring key performance indicators and dashboards to track business performance
Leading budgeting and forecasting cycles across the organization
Structuring and negotiating complex financial transactions including deals, joint ventures, and partnerships
Managing revenue forecasting and pipeline analysis to drive business planning
Evaluating unit economics, pricing strategies, and margin optimization across business models
Identifying and articulating business risks and opportunities through financial analysis
Supporting capital allocation decisions and long-term strategic planning
Conducting scenario analysis and sensitivity testing to evaluate financial tradeoffs and risks
Designing scalable processes and financial operating models to support rapid growth
Building and maintaining financial systems, tools, and automation to reduce manual processes
Overseeing financial integration and consolidation of acquired companies or business units
Establishing financial governance frameworks and controls for compliance and operational rigor
Supporting M&A due diligence and post-merger integration planning
Analyzing competitive market dynamics and business model implications
Analyzing product usage patterns and customer behavior to inform go-to-market decisions
Managing complex cost estimation and pricing models for government contracts and procurement
Developing financial visibility and performance management across distributed or regional operations
Communicating complex financial information clearly to both technical and non-technical stakeholders
Building trusted advisor relationships with business and executive leadership
Executing effectively in fast-paced, ambiguous, and high-growth environments
Leading and developing finance teams and driving organizational culture
Navigating complex negotiations with external partners, investors, and stakeholders
Technology
The tools and technologies that define this role.
Open Jobs
115 open Financial Planning & Strategy jobs across 52 companies.
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