ESO is looking to build a best-in-class Finance Business Partner organization to serve as a dedicated finance partner to their Technology and Product leaders, translating product roadmaps and technology investments into long-term financial models and strategic insights. The role aims to move beyond traditional R&D spend tracking to deeply embed finance within Engineering and Product teams, understanding technical architecture and aiding in critical investment decisions.
Requirements
- Technology finance expertise required - you have hands-on experience with capitalized software costs (ASC 350-40), R&D tax credit processes, and the unique financial dynamics of product development organizations.
- Proven track record building multi-year financial models for product roadmap[s and technology investments, translating technical plans into detailed cost projections.
- Expert-level proficiency in Excel and financial modeling- you can build complex product investment models, capitalization schedules, and resource planning tools from scratch.
- Experience with modern FP&A tools such as Adaptive Planning, Anaplan, NetSuite, PowerBI, Tableau, or similar platforms.
- Familiarity with engineering tools and workflows such as Jira, GitHub, DevOps platforms, and how engineering teams plan and execute work.
- Technology finance expert: You don't just track R&D spend - you understand capitalization policies, R&D tax credits, cloud economics, and the financial levers unique to software development.
- Strategic thinker with technical fluency: You can zoom out to advise on product portfolio strategy and zoom in to model sprint velocity and developer productivity.
Responsibilities
- Build comprehensive multi-year financial models for our complex, multi-product portfolio - translating product roadmaps into detailed development costs, resource requirements, and investment profiles.
- Partner with Product and Engineering leaders to understand technical architecture, development dependencies, and capacity constraints, then model the financial implications across planning horizons.
- Create sophisticated scenario analyses that evaluate trade-offs between product investments, feature prioritization, platform vs product work, and technical debt reduction.
- Develop frameworks to measure product development efficiency, including cost per feature, velocity trends and productivity metrics across engineering teams.
- Model the long-term P&L impact of product decisions - understanding how today's R&D investments translate into tomorrow's revenue and margin profile.
- Own and optimize the capitalized software costs process, ensuring accurate accounting for internally developed software while partnering with accounting teams on technical implementation.
- Lead the R&D tax credit process, working with external advisors to maximize credits while maintaining detailed documentation of qualified research activities.
Other
- 7 - 10 years of progressive finance experience with deep expertise in FP&A supporting Technology and Product organizations at software or SaaS companies.
- Private equity-back or high-growth company experience strongly preferred - you understand the rigor and pace of PE-backed environments and have experience meeting aggressive growth and profitability targets.
- Experience of supporting multi-product software companies - you understand the complexity of managing portfolio investments, shared platform costs, and product-level P&Ls
- Product-minded finance partner: You can read a product roadmap, understand technical dependencies, and translate development plans into accurate financial projections.
- Genuine technology enthusiast: You love technology, enjoy learning about how products are built, and can have credible conversations with engineers and product managers about their work.
