Altana AI

Principal Financial Analyst

Altana AI$170K — $200K *
Enterprise Technology
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-8+ years of FP&A or finance business partnering experience in high-growth tech or SaaS environments, especially with R&D or Engineering teams
  • Strong Excel financial modeling skills and experience with EPM/planning platforms
  • Proficient in SQL for data analysis
  • Exceptional communication skills, able to convey complex financial insights effectively
  • Experience with AI tools in finance workflows
  • Familiarity with ERP, CRM, and HRIS systems
  • Bachelor's degree in Finance, Accounting, or Economics; MBA preferred

Responsibilities

  • Manage monthly budget forecasts and variance reporting for the Technology organization
  • Act as primary financial advisor on investment decisions for Tech leaders
  • Oversee end-to-end cloud infrastructure financial management
  • Develop financial frameworks for AI and LLM spending
  • Convert cloud and AI spend data into GAAP-compliant entries
  • Lead procurement and vendor management across the Tech org
  • Create Board-level Technology scorecards tracking performance metrics

Benefits

  • Flexible Time Off policy for optimal work-life balance
  • 14-26 weeks of paid parental leave based on parental status
  • Comprehensive health benefits with employer contributions and HSA
  • Life, short- and long-term disability, and AD&D insurance at no cost
  • Fidelity 401(k) retirement savings program
  • Pre-tax commuter benefits for public transit or parking
  • Free premium subscription to the Calm app for wellness support
  • Pet insurance options for employee pets
  • Access to confidential personal support via Employee Assistance Program
  • Dependent Care FSA for childcare expenses
Full Job Description
The Opportunity at Altana

We are looking for a Principal Financial Analyst to serve as the dedicated Finance Business Partner to Altana's Technology organization - spanning R&D, Implementation, Product, IT, and InfoSec. In this high-impact role, you will be the financial engine that keeps our largest cost center running efficiently and transparently, translating complex technical spend - from cloud infrastructure and AI tooling to headcount and vendor contracts - into clear, board-ready insight. You will sit at the intersection of finance and engineering, partnering daily with senior leaders across the Tech org to drive rigorous budget management, strategic procurement, and performance accountability. This role reports directly to the VP of Finance and is an exceptional opportunity for a data-savvy, technically curious finance professional who thrives in fast-moving environments and wants to build something genuinely best-in-class.

Your Role
  • Own the monthly budget forecast, business metrics, and variance reporting for the full Technology organization, delivering timely and accurate financial insight to Tech leadership each period
  • Serve as the primary financial advisor to Tech leaders on all investment decisions - building driver-based models, evaluating headcount requests (new hires, backfills, and contractors) against the Board-approved cost envelope, and assessing ad hoc business requests for alignment with approved budget parameters
  • Own cloud infrastructure financial management end-to-end: forecast cloud spend across all providers, govern a resource tagging taxonomy for accurate cost attribution, and manage a hybrid commitment discount strategy to optimize cost efficiency
  • Build and manage the financial framework for all AI and LLM spend - including token-level unit economics, AI cost attribution by team and product, and monthly reporting on AI spend efficiency versus business outcomes
  • Translate cloud and AI infrastructure actuals from billing systems into GAAP-compliant accounting entries, working cross-functionally with Accounting and Cloud Engineering to bridge cloud invoices and the general ledger
  • Lead procurement and vendor management for the Tech org: maintain a centralized contract inventory, manage renewal calendars 90-120 days in advance, negotiate cloud and SaaS agreements (ELAs, committed use discounts, renewals), and drive SaaS rationalization by identifying and eliminating overlapping or underutilized tools
  • Build and maintain Board-level Technology scorecards tracking performance versus plan - including headcount, cloud and AI spend, R&D as a percentage of revenue, and key delivery indicators - and develop a pod-based financial view to support ROI analysis by engineering pod
  • Track and report engineering org ratios (Software Engineer to PM, Software Engineer to Designer) and produce executive financial narratives that connect R&D investment to business outcomes for board presentations, investor materials, and quarterly business reviews

You Have
  • 5-8+ years of progressive FP&A or finance business partnering experience at a high-growth technology or SaaS company, with direct experience embedded with R&D, Engineering, or Product organizations; AI company experience is a plus
  • Strong financial modeling skills in Excel and at least one EPM/planning platform; SQL proficiency to pull and analyze data independently from a data warehouse is a plus
  • Excellent communication and influencing skills: you translate complex financial data into clear executive narratives, engage credibly with engineering and product leaders, and push back constructively on decisions that fall outside approved parameters
  • Active and enthusiastic user of AI tools in your day-to-day workflow - for modeling, analysis, automation, or productivity - with a genuine commitment to building AI-augmented finance workflows
  • Familiarity with ERP, CRM, and HRIS/workforce planning tools
  • Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA a plus

This role is based in Brooklyn, NY, USA with hybrid work flexibility and candidates must be within commuting distance from our Williamsburg office.

US Salary Range and Benefits

$170,000 - $200,000 USD

The salary range, to the extent specified for this role, is a good faith statement of the minimum and maximum levels of the annual based salary for the position. The base salary offered to a successful candidate will depend on a wide range of compensation factors, including, but not limited to, work experience, education and/or training, critical skills, and/or business considerations. Competitive equity grants are included in the majority of full time offers; and are considered part of Altana's total compensation package. Altana also offers either a discretionary bonus or a variable compensation plan depending on the role. Additionally, Altana offers top-tier benefits for full-time employees, including:
  • Flexible Time Off: Altana operates with a Flexible Time Off (FTO) policy that gives you agency over your own time off so you can maximize your work-life balance.
  • Parental Leave: We offer industry leading Paid Parental Leave (PPL), providing 14 weeks of leave for non-birthing, adoptive, and foster parents and up to 26 weeks of leave for birthing parents, all paid at 100% of your base salary.
  • Health Benefits: We have a full suite of medical, vision, and dental benefits with generous employer contributions, designed to give you flexibility and choice for your individual health situation. Our high deductible health plan is 100% employer paid for employees and supplemented with an employer contribution to your Health Savings Account (HSA). There is also a Flexible Spending Account (FSA) option.
  • Supplemental Benefits: Altana provides life, short- and long-term disability, and AD&D insurance coverage, all at no cost to you, so you know that you and your loved ones are covered in case of an emergency.
  • 401(k) Savings: Save for and invest in your future using our Fidelity 401(k) retirement savings program.
  • Commuter Benefits: Save money on your commute by setting aside pre-tax funds for public transit or parking!
  • Wellness: Because we value mental and emotional health, every Altana employee has access to a free premium subscription to Calm, the #1 app for meditation, sleep, and mindfulness.
  • Pet Insurance: Pets are family too! Keep them healthy with Wishbone insurance and / or our Total Pet vet service and telehealth discount plan.
  • Employee Assistance Program: Free access to confidential personal support.
  • Dependent Care FSA: You will have access to a Dependent Care FSA, which allows you to set aside pre-tax funds for childcare expenses

The recruiter assigned to this role can share more information about the specific compensation and benefit details associated with this role during the hiring process.

About Altana AI

Altana AI is an artificial intelligence company that provides a platform for businesses to automate their workflows and improve efficiency. The company was founded in 2019 and is based in San Francisco, California. Altana AI's platform uses machine learning and natural language processing to automate tasks such as data entry and customer support. The company has received funding from several investors, including Bloomberg Beta and Y Combinator.
Learn more about Altana AI
Size
20 employees
Industry
Founded
2019
5 Year Trend
+60%
Revenue
$100,000

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