Financial Planning & Analysis Director - Information Technology

Posted 13 Days Ago
Be an Early Applicant
Phoenix, AZ, USA
In-Office
Expert/Leader
Fintech • Software • Financial Services
The Role
Serve as senior finance partner to IT leadership translating technology strategy into multi-year financial plans. Lead IT budgeting, forecasting, investment governance, cost optimization, ROI evaluation, KPI development, analytics, and an IT FP&A team to ensure value realization and financial controls across cloud, SaaS, and transformation initiatives.
Summary Generated by Built In

Job Title:

Financial Planning & Analysis Director - Information Technology

Location:

CityScape

What you'll do:

The Financial Planning and Analysis Director – Information Technology serves as the senior finance partner to IT leadership, providing strategic financial guidance, disciplined investment governance, and transparency into technology spend. This role translates IT strategy and roadmaps into structured financial plans, ensures value realization from technology investments, and enables informed decision making across the enterprise.
  • Strategic IT Business Partnership

  • Serve as a proactive and trusted finance partner to the CIO, CISO, and IT senior leadership, translating technology strategies and roadmaps into multi‑year financial plans.
  • Provide clear, data‑driven insights that reflect financial, operational, and business requirements to support executive and enterprise decision‑making.
  • Influence and align stakeholders across infrastructure, applications, cybersecurity, and digital transformation teams with competing priorities.
  • Financial Planning, Forecasting & Portfolio Management

  • Lead department‑level and multi‑year IT budget, forecast, and long‑range planning processes, including demand planning and scenario modeling.
  • Own financial management of the IT investment portfolio, including Run / Grow / Transform initiatives.
  • Drive effective capacity, demand, and resource planning to align funding with strategic priorities.
  • Technology Cost Structure & Optimization

  • Oversee IT cost structures, including CapEx vs. OpEx decisions, cloud services, SaaS subscriptions, licensing, vendor contracts, and managed services.
  • Implement and maintain cost transparency models (e.g., service‑based cost views, chargeback/showback where applicable).
  • Partner with IT leadership to identify cost optimization opportunities while balancing risk, scalability, and performance.
  • Investment Governance & Value Realization

  • Establish and govern standard business case frameworks, investment approvals, and financial review processes for major IT initiatives.
  • Evaluate ROI, total cost of ownership, and value realization for infrastructure modernization, cloud migration, cybersecurity, ERP, data, and digital programs.
  • Track post‑implementation benefits and ensure accountability for outcomes.
  • Analytics, KPIs & Insights

  • Define and implement IT‑specific KPIs linking technology spend to outcomes such as cost efficiency, delivery velocity, utilization, and value realization.
  • Build advanced analytics capabilities to support variance analysis, scenario modeling, and forward‑looking insights.
  • Communicate complex financial and technical concepts clearly to executive and senior leadership audiences.
  • Leadership, Process Excellence & Controls

  • Lead, mentor, and develop a high‑performing IT FP&A team, setting clear expectations, priorities, and accountability.
  • Serve as a thought leader in process simplification, standardization, and scalability, enabling a growing and evolving IT environment.
  • Ensure compliance with financial controls, policies, and systems while continuously enhancing technology finance processes.
  • Demonstrate strong execution discipline, urgency, and the ability to set direction, manage tradeoffs, and meet tight timelines.

What you'll need:

  • Bachelor’s degree in Accounting, Finance, Business, or related discipline (or equivalent demonstrated experience).
  • 12+ years of progressive post‑education experience in financial planning and analysis, with significant experience supporting IT, technology, or transformation‑heavy organizations.
  • Deep understanding of technology financial management, including project accounting, cloud economics, SaaS, licensing, and vendor financial management.
  • Experience with technology investment governance, ROI modeling, and portfolio prioritization.
  • Strong executive communication and interpersonal skills with the ability to influence senior leaders and cross‑functional partners.
  • Advanced financial modeling and analytical skills.
  • Experience with enterprise financial planning and reporting systems (e.g., Oracle, Anaplan, Adaptive, Workday, or similar); familiarity with project or portfolio management tools (e.g., Workfront) preferred.
  • Proven ability to operate independently and collaboratively in a fast‑paced, evolving environment with multiple stakeholders.
  • Entrepreneurial mindset with a continuous improvement orientation and strong customer‑service focus.

Benefits you’ll love:
We offer all the important things you'd want — like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you’ll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!

About the company:

Western Alliance Bank, Member FDIC, is a wholly owned subsidiary of Western Alliance Bancorporation. Serving clients nationwide, Western Alliance Bank includes six legacy bank brands — Alliance Association Bank, Alliance Bank of Arizona, Bank of Nevada, Bridge Bank, First Independent Bank and Torrey Pines Bank — that remain part of the company’s heritage, as well as AmeriHome Mortgage, a Western Alliance Bank Company.

Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email [email protected] or call 602-386-2488.  When contacting us, please provide your contact information and state the nature of your accessibility issue.  We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.

© Western Alliance Bancorporation

Skills Required

  • Bachelor's degree in Accounting, Finance, Business, or related (or equivalent experience)
  • 12+ years progressive post-education experience in financial planning and analysis supporting IT or technology organizations
  • Deep understanding of technology financial management including project accounting, cloud economics, SaaS, licensing, and vendor financial management
  • Experience with technology investment governance, ROI modeling, and portfolio prioritization
  • Strong executive communication and interpersonal skills with ability to influence senior leaders and cross-functional partners
  • Advanced financial modeling and analytical skills
  • Experience with enterprise financial planning and reporting systems (e.g., Oracle, Anaplan, Adaptive, Workday or similar)
  • Familiarity with project or portfolio management tools (e.g., Workfront)
  • Proven ability to operate independently and collaboratively in a fast-paced, evolving environment
  • Ability to lead, mentor, and develop a high-performing IT FP&A team
  • Entrepreneurial mindset with continuous improvement orientation and strong customer-service focus

Western Alliance Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Western Alliance Bank and has not been reviewed or approved by Western Alliance Bank.

  • Strong & Reliable Incentives Feedback suggests annual bonuses are broadly available and can materially lift total compensation when business conditions are favorable. Participation spans many roles beyond executives.
  • Equity Value & Accessibility Equity grants are described as widely accessible to employees at multiple levels, adding long‑term value to the package. This breadth helps align employees with company performance.
  • Retirement Support The 401(k) program is positioned as a standout with an employer match structure viewed as stronger than common offerings. Automatic enrollment reinforces accessibility and participation.

Western Alliance Bank Insights

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The Company
HQ: Phoenix, Arizona
4,045 Employees

What We Do

Western Alliance Bancorporation (NYSE: WAL) is one of the country’s top-performing banking companies. Its primary subsidiary, Western Alliance Bank, Member FDIC, offers a full spectrum of tailored commercial banking solutions and consumer products, all delivered with outstanding service by banking and mortgage experts who put customers first. Serving clients across the country wherever business happens, Western Alliance Bank operates individual, full-service banking and financial brands with offices in key markets nationwide.

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