U.S Finance Manager Strategic Finance

About the Role & Team

IDC is searching for a Finance Manager on the Strategic FP&A team. This role is the analytical engine behind the finance business partners who support our Go-to-Market (GTM) and Product organizations. The Finance Manager will play a pivotal role in aligning financial strategies with the dynamics of a subscription business model. You will provide financial insights, analysis, modelling, and guidance that help Sales, Marketing, Customer Success and Product leaders make strategic decisions. A defining part of this role is making Strategic Finance workflows AI-native. You will design, build and run AI-enabled automations, using Claude and Python-based agents, so the team spends its time on
judgment and insight rather than manual preparation. We are looking for a finance professional who also programs and has a strong grasp of the AI ecosystem.

What You’ll Do

Reporting and insight

• Own monthly, quarterly and ad hoc reporting packages: actuals vs. plan and forecast, variance commentary and trend analysis.
• Track GTM efficiency (CAC, net revenue retention, pipeline conversion, sales productivity) and Product investment (R&D spend, headcount mix, cost per feature).
• Build driver-based models for bookings, ARR, pipeline coverage, quota capacity and R&D investment.
• Prepare the monthly bookings flash, business review and board-level materials with a clear narrative, flagging data issues before they reach leadership.

Business partner enablement

• Equip finance business partners with models, dashboards and talking points, and standardize templates and definitions so everyone works from one set of numbers.
• Lead deep dives such as pricing and packaging, compensation plan modeling, territory and capacity planning, and investment business cases.

AI-native workflows 

• Map Strategic Finance workflows end to end and identify where AI can remove manual steps.
• Design, build and run AI agents and automations in Python using Claude and other AI tools, connected to finance data sources (planning tools, ERP, CRM, data warehouse) with proper permissions, logging and human review.
• Create reusable prompts, skills and templates; define evaluation methods that test outputs against source data; and measure time saved and quality gained.
• Train business partners to use AI effectively and responsibly, and recommend new tools and practices worth adopting.

Systems, process and controls

• Partner with Finance Systems, Data/BI, RevOps and Accounting to maintain planning tools and dashboards, support month-end close for GTM and Product, and shorten close-to-report cycle time.
• Maintain documentation and controls over forecast and reporting processes to support audit and SOX requirements.

What You Bring

Finance foundation

• Bachelor's degree in Finance, Accounting, Economics, Business or a related field.
• 6+ years of progressive experience in FP&A, financial planning or business finance, ideally at a SaaS or technology company.
• Strong grasp of SaaS metrics (ARR, bookings, net and gross retention, unit economics) and advanced driver-based and scenario modeling in Excel.
• Ability to turn complex data into a clear story for non-finance leaders, and to manage multiple deadlines across close, forecast and planning cycles.

AI and technical skills

• Demonstrated use of Claude or comparable AI tools (e.g., ChatGPT, Gemini, Copilot) to automate real workflows, with examples you can walk through.
• Proficiency in Python, including building AI agents or LLM-powered automations using model APIs (e.g., the Anthropic API) and tool or function calling.
• Working knowledge of the AI ecosystem: leading models and trade-offs, prompting, retrieval and context management, agent frameworks, and standards such as MCP.
• Sound judgment on AI limitations: validating outputs, handling sensitive financial data, keeping a human in the loop.

Nice to have

• MBA, CPA, CFA or equivalent; SQL and BI tools (Tableau, Looker, Power BI).
• Experience supporting Sales, Marketing, Customer Success or R&D/Product finance, including Salesforce data, sales compensation modeling and capacity planning.
• Experience in a high-growth or private equity-owned firm.

Not every great candidate checks every box. If this role excites you, we encourage you to apply.

What Success Looks Like

On-time, error-free deliverables; business partners who value your speed and quality; less manual work through AI and automation; accurate sales forecasts; and clean audits. You will work closely with finance business partners, Sales, Marketing, Customer Success and Product leaders, Revenue Operations, Accounting, Finance Systems and Data/BI.

Why This Role Stands Out

Help redefine how a Strategic Finance team works by building AI agents and automations that free your colleagues for judgment and insight, while staying close to the bookings, ARR and investment decisions that matter most to our company leadership.

At IDC, your work helps shape how the world understands technology and where it goes next. You will collaborate with curious, high-caliber colleagues at the premier global provider of trusted technology intelligence, recognized by IIAR as Analyst Firm of the Year for five consecutive years, with more than 1,000 analysts worldwide. Here, your ideas matter, your voice is heard, and a culture of growth, collaboration and long-term career development supports you.

What We Offer

• 15 vacation days (prorated based on start date)
• 12 company-paid holidays
• 6 paid sick days (prorated based on start date; may vary by state)
• Medical, dental, and vision coverage
• 2 floating holidays (prorated based on start date)
• 1 volunteer day
• 401(k) company match (IDC matches 3% on the first 6% of employee contributions)
• Company-paid short-term disability
• Company-paid life insurance
  Company-paid parental leave

Compensation Transparency

At IDC, we are committed to fair and equitable pay practices. Employees are compensated equitably for their work, aligned with their skills and experience. Salary and incentive structures are determined through a rigorous process that considers experience, education, certifications, role-specific requirements, internal equity, and verified U.S. market data from an independent third-party partner.

The expected annual compensation, depending on location and experience, is between $95,800.00 – $119,800.00 with a 10% annual bonus.

If this role is relocated to a different country, the salary range will be updated to reflect that country's range, rather than a currency conversion of the original range.

Equal Opportunity Employer

IDC is committed to providing equal employment opportunities for all qualified people. Employment eligibility verification required. We participate in E-Verify.

IDC is currently able to employ remote workers in the following states: Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Washington D.C. (DC), Florida (FL), Georgia (GA), Illinois (IL), Indiana (IN), Kansas (KS), Massachusetts (MA), Maryland (MD), Maine (ME), Michigan (MI), Minnesota (MN), Missouri (MO), Mississippi (MS), North Carolina (NC), New Hampshire (NH), New Jersey (NJ), New York (NY), Ohio (OH), Oregon (OR), Pennsylvania (PA), Rhode Island (RI), South Carolina (SC), Tennessee (TN), Texas (TX), Utah (UT), Virginia (VA), Vermont (VT), Washington (WA), and Wisconsin (WI).