IT Financial Planner (100% Remote)

Job description

Since our founding in 2011, our mission has been to improve the lives of seniors and their caregivers. We are deeply passionate about communication and committed to becoming the foremost provider of services and solutions that enable seniors to lead more meaningful and independent lives. We also understand the power of connection and the profound impact it has on the lives of individuals who are hard-of-hearing. By utilizing enhanced automatic speech recognition, human captioning, and innovative product development, we deliver easy-to-use, cutting-edge technology to our primarily senior customer base. Our near real-time phone captioning technology allows individuals with hearing loss to see what callers are saying, enabling them to regain their connection to the world. ClearCaptions is a Federal Communications Commission (FCC)-certified telephone captioning provider, adhering to the highest industry standards of privacy, security, and professionalism. We recognize the importance of maintaining the trust and confidence of our customers, and we continually strive to exceed their expectations. For more information about our services please visit . The kind of people we look for: • Versatile people who thrive on variety and challenge • Excited about working in a fast-paced environment. • Innate problem solvers who want to grow in a flexible, collaborative culture. • Takes initiative, pushes boundaries, motivated to innovate. • Individuals with a growth mindset who want to use their learning and relationship-building skills. • Align with our company core values: Integrity, Accountability, Collaboration, Service and Quality. Summary: The IT Financial Planner leads financial planning, forecasting, and reporting for the Company's key technology systems and infrastructure, including cloud platforms such as AWS, Azure, Couchbase, Microsoft Fabric; artificial intelligence and machine learning (AI/ML) platforms and consumption; core telephony platforms; software-as-a-service (SaaS) applications, and other critical IT investments. Sitting within the IT organization, the role partners closely with IT and Technology leaders to learn technical solutions, build cost models, review pricing and usage data, and translate technical roadmaps into clear financial plans. The IT Financial Planner plays a central role in projecting and planning costs for both existing systems and newly proposed projects, with a particular focus on cloud and AI spend forecasting and management. The role delivers thoughtful analysis and reporting to senior leaders across the organization. What This Role Does: • Partners with IT and Technology leaders to plan, forecast, and track costs for key IT systems and platforms (e.g., Amazon Web Services, Microsoft Azure, and other core technology infrastructure). • Builds and maintains cost models and forecasts for newly proposed IT projects, incorporating implementation, licensing, and ongoing run-rate costs. • Pulls usage and billing data from cloud and vendor platforms, reviews pricing schedules and contracts, and analyzes trends to identify cost drivers, savings opportunities, and risks. • Leads FinOps practices across cloud and AI platforms, including cost allocation, tagging governance, budget alerts, and unit-economics reporting. • Forecasts, monitors, and manages AI/ML spend (e.g., LLM API consumption, GPU/compute costs, model hosting, and third-party AI platform subscriptions), partnering with IT and Data/AI teams to model usage growth and cost-per-transaction economics. • Prepares and delivers clear, thoughtful reporting and analysis on IT spend, budget variances, and forecast accuracy for senior leaders. • Contributes to the preparation of the annual IT budget and multi-year technology forecasts. • Maintains and improves technology cost forecasting tools and models in partnership with the Sr. Director of Enterprise Architecture and Director of FP&A. • Provides variance analysis for IT planning, forecasting, and reporting. • Analyzes IT financial and operational data to identify and explain trends, problems, and root causes. • Formalizes regular analysis and reporting on key technology vendor spend and works with vendor and business owners to optimize spend. • Performs ad hoc modeling and analysis to support technology investment decisions. • Works cross-functionally with IT, Finance, and business stakeholders to create visibility into technology spend and key operational metrics. • Works with project stakeholders to support and monitor the financial lifecycle of technology projects, from initial proposal through implementation. • Reviews technology vendor contracts and pricing agreements to analyze financial risk and develop strategies around implementation and renewal. • Works independently with minimal oversight, applying sound judgment to figure out answers and lead analysis to completion. • Drives process efficiency and continuous improvement in IT financial planning practices. • Performs other duties as assigned. What You Will Bring: • A bachelor’s degree in finance, accounting, information systems, or a related field is required. Equivalent combinations of education and relevant years of experience will be considered. • A minimum of five (5) years of related experience and knowledge of financial forecasting and diagnosis, corporate finance, and information analysis are required. Experience supporting an IT or technology organization and/or experience in the telecommunications or telecom-adjacent industries are strongly preferred. • Advanced experience in spreadsheets (Excel skills i.e., Pivot Tables, Lookups, Power Query, etc.), databases, MS Office and financial software applications; proficiency in PowerPoint. • Experience working with project stakeholders to develop and monitor the financial lifecycle of large, multi-year capital projects, from initial proposal through implementation • Business Cases: Familiar with project financial concepts (NPV, IRR, Payback, TCO, Synergy Tracking, CAPEX vs Opex). • Solid, working understanding of technology systems and infrastructure (e.g., cloud computing, AI/ML platforms, SaaS platforms) sufficient to interpret pricing schedules, usage data, and vendor contracts. • Ability to pull, organize, and analyze data from billing and usage platforms (e.g., AWS Cost Explorer) and translate it into clear, actionable financial insights. • Familiarity with AI/ML cost structures (e.g., token-based API pricing, GPU/compute consumption, and model hosting fees) sufficient to forecast and analyze AI platform spend as adoption grows. • Excellent people and relationship-building skills, with the ability to work effectively with both technical and non-technical stakeholders. • Experience working in a fast-paced, cross-functional environment as a team player, taking initiative in a remote setting. • Ability to multitask in a high-paced environment with competing priorities and be adaptable to a changing environment. • Attention to detail, analytical and problem-solving skills. • Excellent verbal and written communication and presentation skills, with the ability to translate technical cost data into clear narratives for senior leaders. • Strong organizational and time management skills; able to handle multiple priorities with demanding timeframes. • Ability to guide and support others through collaboration, including assisting teammates and contributing to shared processes, to foster a high-quality, team-oriented environment that drives results. • Demonstrated ability to use discretion, make sound decisions, and maintain confidentiality. • Willingness and ability to work flexible hours as needed, and travel up to 5%, which may include occasional overnight travel. • Proficiency in Microsoft Office Suite and modern communication tools for virtual teams (e.g., Microsoft Teams, Slack). Physical Demands: In accordance with the Americans with Disabilities Act (ADA) and applicable state and local laws, the Company will provide reasonable accommodations to qualified individuals with documented disabilities to enable them to perform the essential functions of the job, unless such accommodations would impose an undue hardship. Employees seeking accommodation should contact the People Department to initiate the interactive process. Employees may experience the following physical demands for extended periods of time: • Sitting, standing, and walking (95-100%) • Keyboarding (70-90%) • Viewing computer monitor, tablet, and cell phone requiring close vision (70-90%) Work Environment: 100% Remote with Travel: Primarily works indoors from a home office or at customer, vendor, or business locations. Approximately 5% travel is required and may include driving, overnight stays, out-of-state trips, and exposure to varying weather conditions. Compensation: $80,000 to $95,000 determined by competitive market analysis and internal equity considerations. Final compensation will be based on the candidate’s qualifications, experience, and business needs. For details on our comprehensive benefits program, visit to explore our total rewards package. Intrigued to learn more? When you apply for this role, your information will be personally reviewed by our talent acquisition team (not by a robot). You can expect to hear back from us if we think there could be a fit and what next steps look like. ClearCaptions is an equal opportunity employer committed to inclusion and diversity. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Disclaimer: The above information in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job. ClearCaptions does not offer sponsorship for work authorization. Candidates must be authorized to work for any employer in the US without a current or future need for Visa sponsorship. Protecting Your Candidate Experience At ClearCaptions, your candidate experience matters to us. To ensure transparency and security throughout the hiring process, please keep the following in mind: • All legitimate ClearCaptions job openings are posted exclusively on this careers page. • Our recruiters will only contact you from verified @clearcaptions.com email addresses. • We will never offer a job through LinkedIn messages or any social media platform. • We will never ask for sensitive personal information (like banking details or Social Security numbers) during early stages of the hiring process. We encourage all applicants to stay vigilant against online job scams, especially those that misuse company names or logos to appear legitimate. If you receive a message that seems suspicious or doesn’t follow these guidelines, please don’t engage. You’re welcome to verify any opportunity by reaching out to us directly at . We’re committed to a hiring process that is respectful, secure, and clear every step of the way.