Technology Finance Manager, AI Cost Planning

In this role you will lead FP&A for Schwab's AI costs, shaping budgeting and forecasting for a rapidly evolving tech spend. You will partner with Technology and Procurement to drive cost transparency and savings, while championing GenAI-enabled FP&A workflows. The position sits at the intersection of finance, AI initiatives, and vendor negotiations, delivering insights that influence senior leadership decisions. You will own driver-based models, scenario analyses, and ROI views to enable operational excellence.

• Lead annual budget and rolling forecast for AI costs (model API usage, GPU/cloud compute, AI licenses)
• Build driver-based financial models separating usage from unit price
• Develop scenario analyses for AI spend drivers and adoption
• Track AI efficiency metrics and translate costs into unit economics and ROI
• Manage FP&A processes for AI investments (close, variance, risk & opportunities, reporting)
• Collaborate with Technology and Product to source usage data and identify cost-saving levers
• Establish showback/ chargeback reporting for AI spend ownership
• Support Procurement on AI vendor negotiations and committed-spend tracking
• Champion GenAI capabilities within FP&A with AI-assisted workflows and controls
• Maintain risk management and control environment

• 5+ years in FP&A, corporate finance, or infrastructure/cloud finance
• Exceptional financial modeling: driver-based forecasting, scenario, sensitivity analyses
• Experience forecasting cloud/AI usage-based costs (AWS/Azure/GCP, model APIs, consumption-based contracts)
• Hands-on experience building AI-assisted FP&A workflows with tangible results
• Strong data skills: advanced Excel and SQL for usage and billing data
• Ability to influence technology teams without direct authority
• Excellent written and verbal communication; able to present uncertain forecasts as ranges with risks and recommendations
• Proactive, multi-project management in a fast-paced environment
• FinOps experience or FinOps Certified Practitioner is a plus
• Knowledge of AI pricing mechanics and financial systems (IBM Planning Analytics, PeopleSoft) is a plus

• Strategic collaboration
• Effective communication with senior leaders
• Proactive and self-starting
• Excel (advanced)
• SQL
• FinOps concepts