Finance Director - Product & Technology

Finance Director

• Product & Technology at ESO Remote, US , About ESO ESO is a fast-paced data, technology, and research company passionate about improving community health and safety through the power of data.

We pioneer innovative, user-friendly software to meet the changing needs of today's EMS agencies, fire departments, and hospitals. We're small enough to be nimble and fun, but big enough to be a great place to work. We serve thousands of customer out of our hubs in the US, Canada, Northern Ireland, Czechia and Costa Rica. At ESO, we believe in bringing your true self to work every single day. Are you ready to make a difference? The Opportunity We're building a best-in-class Finance Business Partner organization, and this is a rare opportunity to be a founding member of our team. Reporting to the VP of Strategic Finance, you'll serve as the dedicated finance partner to our Technology and Product leaders

• becoming the trusted advisor who translates product roadmaps and technology investments into long-term financial models and strategic insights.

This isn't a traditional finance role where you simply track R D spend. You'll be deeply embedded with Engineering and Product teams, speaking their language and understanding the technical architecture behind our multi-product portfolio. You'll build sophisticated multi-year financial views of product development, master the complexities of capitalized software costs and R D tax credits, and help leaders make critical trade-off decisions on where to invest engineering capacity. We're becoming an AI-first finance team. We're actively leveraging cutting-edge technology and forward-looking thinking to transform how we operate

• automating repetitive work, building predictive models, and freeing up our time to focus on high-value strategic thinking. If you're excited about being at the forefront of how AI is reshaping modern finance, you'll thrive here. If you've been looking for a role where you can combine your finance expertise with a genuine love of technology
• where your not just tracking budgets but actively shaping product strategy through financial insights
• this is it! What You'll Own Product & Technology Financial Planning 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.

Technology Finance Expertise 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. Manage the complex interplay between operating expense and capitalized development costs, providing clarity to leadership on GAAP vs. cash impacts. Build and maintain headcount and expense models for Technology teams across multiple products, platforms, and infrastructure groups. Understand cloud infrastructure costs (AWS, Azure, GCP) and help optimize the economics of our technical infrastructure as we scale. Product & Engineering Partnership Serve as the strategic finance partner to the CPTO and their Senior Leadership team

• becoming their go-to advisor for all financial and resourcing questions. Speak the language of the technology teams
• understanding concepts like sprint planning, story points, technical debt, platform investments, and engineering productivity.

Build trusted relationships by demonstrating genuine curiosity about how products are built and showing deep respect for the complexity of software development. Partner with Product leaders on the roadmap prioritization by quantifying the financial implications of different sequencing decisions and resource allocations. Collaborate with Engineering leaders on organizational design, team structure, and hiring plans that balance growth ambitions with productivity and efficiency. Product Investment & Portfolio Management Lead business case analysis for new product initiatives, major feature developments, and platform investments

• helping leaders decide where to place their bets.

Build ROI models for technology investments including infrastructure upgrades, tooling improvements, and developer productivity initiatives. Evaluate build vs. buy vs. partner decisions for technical capabilities, quantifying the total cost of ownership across options. Track product development against business case projections, conducting post-mortems to improve estimation accuracy and inform future planning. Help Product leaders understand unit economics by product line, informing decisions about where to invest, or harvest, or sunset products. Business Planning & Forecasting Lead the annual operating plan (AOP) process for Technology and Product, partnering with leaders to build bottoms-up plans that balance innovation with fiscal discipline. Drive monthly forecasting for R D expenses, with deep understanding of the drivers behind variances (hiring timing, capitalization rates, contractor usage, etc.) Own the quarterly re-forecasting process, ensuring leadership has real-time visibility into product development progress and cost trajectory. Develop hiring and capacity models that show the impact of team growth on product velocity and time-to-market. Create long-range forecasts that model the evolution of the product portfolio and its financial implications over 3-5 years horizons. Executive Communication & Reporting Prepare and present Technology and Product performance updates for executive leadership, Board of Directors, and investors with clarity and confidence. Translate complex technical investments into compelling narratives that non-technical audiences can understand and get excited about. Proactively surface risks to development timelines or budget targets, bringing forward-looking insights that allow leaders to course-correct early. Partner with the broader FP&A team to ensure consistency in messaging and alignment across the organization. Who You Are The Foundation 7

• 10 years of progressive finance experience with deep expertise in FP&A supporting Technology and Product organizations at software or SaaS companies. 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. 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 Proven track record building multi-year financial models for product roadmap[s and technology investments, translating technical plans into detailed cost projections. Bachelor's degree required: MBA preferred but not required 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. The Differentiators 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.

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.

AI-forward mindset:

You're energized by technology's potential to transform finance

• whether that's leveraging AI tools to accelerate analysis, building predictive models, or reimagining processes to eliminate manual work.

Business partner

DNA:

You build genuine relationships with technical teams by demonstrating respect for their craft and providing insights that help them make better decisions.

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. Influential communicator: You translate between the technical world and the business world, making complex concepts accessible to both audiences.

Self-starter mentality:

You manage competing priorities seamlessly, anticipate needs before being asked, and deliver high-quality work independently.

Collaborative team player:

You build bridges across teams, share knowledge generously, and elevate those around you. The X-Factor The best Technology and Product Finance partners we've worked with share a common trait; they're genuinely excited about the products being built. They attend sprint demos, ask thoughtful questions about architecture decisions, and can explain why investing in platform work today will accelerate feature velocity next year. They speak "fluent" developer and earn respect from engineering teams by understanding their world. If that sounds like you, we want to talk. Why ESO ? Impact You'll be a key architect of a new Finance Business Partner model at ESO, with the opportunity to shape how we evaluate product investments and allocate engineering resources for years to come. Your multi-year financial models will directly influence our product strategy and technology roadmap. Growth This role offers direct exposure to executive leadership, Board dynamics, and investor relations

• providing a clear path to VP and C-Suite roles.

You'll gain deep expertise in technology finance and product economics that's highly valued across the software industry. Culture We're building a finance team that values curiosity, collaboration, and continuous improvement. You'll work alongside smart, driven colleagues who genuinely enjoy solving hard problems together. We're an AI-first team that embraces new technology and forward-thinking approaches

• expect to experiment with cutting-edge tools and help shape the future of finance operations.

Benefits & Perks ESO offers a comprehensive suite of benefits to promote health and financial security for our employees and their families. For full-time employment you this includes: Competitive health plans (medical, dental, & vision insurance) PTO (starting at 20 days) & 12 company holidays 401(k) with company match Telemedicine service provided by ESO Savings accounts (FSA, HSA, DCA) Employee Assistance Program (EAP) Peace of mind benefits such as life insurance, disability insurance, and worksite benefits Paid parental leave, new child program, & flexible parental return-to-work options About ESO ESO is a fast-paced, growing data, technology, and research company passionate about improving community health and safety through the power of data. We pioneer innovative, user-friendly software to meet the changing needs of today's EMS agencies, fire departments, and hospitals. We're small enough to be nimble and fun, but big enough to be a great place to work. We serve thousands of customers out of our offices across the US, Canada and Northern Ireland. Are you ready to Make a Difference? At ESO, we believe in bringing your true self to work every single day. If you don't match all the qualifications on the job description, we encourage you to apply anyway! We are looking for passionate, innovative, and authentic people to help drive our mission. All offers are contingent upon a successful background check. ESO is committed to creating a diverse and inclusive work environment and is proud to be an equal opportunity and affirmative action employer. We invite you to consider opportunities at ESO regardless of your gender; gender identity; gender reassignment; age; religion; race; national origin; political affiliation; sexual orientation; disability; veteran status; or other non-merit factor. Applicant Privacy Notice

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