Finance Manager, Infrastructure & Capacity

Responsibilities

• Maintain a live view of available capacity across GPU types and datacenters, and serve as the company's source of truth for what we have, what's sold, and what's coming.
• Drive fill on upcoming tranches of capacity, partnering with Sales and Infrastructure to line up committed demand ahead of bring-up.
• Monitor utilization across the existing fleet, flagging underperforming SKUs, datacenters, and node groups and driving the pricing or placement changes that fix them.
• Evaluate alternate methods of GPU ownership — revenue share, leasing, and direct purchase — and recommend the right structure for each opportunity.
• Forecast cash requirements for new capacity commitments and existing lease renewals, and own the capacity capex plan.
• Model the revenue impact of bring-up timing, tracking schedule slippage against plan and quantifying the cost of delay.
• Evaluate and monitor non-GPU infrastructure investments, including storage and CPU capacity.
• Build the unit economics of the fleet — contribution margin by GPU type, datacenter, and host — and set the pricing floors and return hurdles that capacity decisions are measured against.
• Support commercial negotiations with hosts and datacenter partners, modeling term sheets, revenue-share splits, and lease economics.
• Run scenario and risk analysis on the supply book, including GPU price deflation, the contract expiration ladder, host and datacenter concentration, and residual value or redeployment of aging SKUs.
• Own the capacity reporting layer — fill, utilization, and margin definitions and dashboards — and the post-commitment variance analysis that measures each tranche against its underwriting case.

Requirements

• 4+ years of experience in finance, FP&A, corporate development, or a related analytical role, with a strong foundation in financial modeling and forecasting.
• Advanced proficiency in Excel/Google Sheets modeling, including capex, cash flow, and return analysis (NPV, IRR, payback).
• Comfort working with large operational datasets and BI tools to turn raw usage data into decision-ready analysis.
• Comfort driving ambiguous initiatives to completion with minimal supervision.
• Strong negotiation and communication skills, with the ability to translate data into clear recommendations for business stakeholders.
• Successful completion of a background check.

Preferred

What You’ll Receive