TBM Strategy & Planning Director

The Standard

. Lead and shape enterprise technology cost optimization and value realization initiatives .

Posted 9/15/2026full-timeRemote • Texas • United StatesLead💰 $137,000 - $200,750 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced expertise in IT financial management, cost optimization, and financial modeling, with a strong ability to translate complex data into actionable insights for strategic decision-making. Proven track record in leading cross-functional initiatives and influencing stakeholders to drive cost efficiency and value realization.

Highest-signal resume keywords

IT Financial ManagementCost OptimizationFinancial ModelingTechnology Business Management (TBM)Advanced Proficiency in Excel

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingCost AnalysisUnit EconomicsBudgetingForecastingCost AllocationCapital Investment AnalysisData ModelingSQLDAX

Soft Skills

Executive CommunicationInfluence SkillsProblem SolvingRelationship BuildingCross-Functional Leadership

Tools & Technologies

Power BIAlteryxApptio OneTargetProcessERP Systems

Industry Keywords

Cost TransparencyService CostingConsumption-Based Financial ManagementFinancial GovernanceOperational Management

Tech Stack

Tools & technologies

ERPSQL

About the role

Key responsibilities & impact

Lead and shape enterprise technology cost optimization and value realization initiatives
Define and evolve the IT cost optimization strategy and roadmap
Identify opportunities to improve cost efficiency, productivity, and value delivery across product and technology spend
Influence investment prioritization and portfolio-level trade-off decisions
Partner with IT, Finance, and supplier management leaders to drive strategic initiatives
Develop financial models, scenario analyses, and unit economics for strategic options and investments
Translate complex data into decision-ready insights for senior leaders and executive forums
Anticipate and articulate business implications, risks, and trade-offs
Define and standardize methodologies, frameworks, and best practices for cost transparency, unit costing, and financial governance
Embed TBM and FinOps insights into planning, forecasting, and operational management
Develop scalable tools, playbooks, and metrics such as cost per service and cost per user
Educate and influence leaders on financial management practices
Design and implement governance frameworks for cost, value, and performance visibility
Establish measurement approaches and controls to track benefits and accountability
Drive transparency into technology consumption, cost drivers, and financial performance
Provide structured reporting for leadership oversight and decision-making
Lead complex cross-functional initiatives and multidisciplinary workstreams
Serve as trusted advisor and primary contact for senior IT and business leaders
Align stakeholders on methodologies, assumptions, and execution plans
Build relationships to influence outcomes without direct authority
Perform other duties as assigned

Requirements

What you’ll need

Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or related quantitative field
8–10 years in finance or management consulting
Deep experience in IT financial management, cost optimization, and operating model transformation
Advanced expertise in financial modeling, cost analysis, and unit economics
Deep knowledge of IT financial management practices, including budgeting, forecasting, cost allocation, and capital investment analysis
Strong understanding of Technology Business Management (TBM), including cost transparency, service costing, and consumption-based financial management
Knowledge of technology cost drivers and optimization best practices
Demonstrated ability to solve ambiguous, high-impact business problems
Ability to connect financial insights to enterprise strategy
Exceptional executive communication and influence skills
Demonstrated success leading complex, cross-functional initiatives
Advanced proficiency in Excel, Power BI, DAX, SQL, and data modeling tools such as Alteryx
Familiarity with TBM/financial management and planning platforms such as Apptio One and TargetProcess
Familiarity with enterprise systems such as ERP, Service Desk, or HR tools
Occasional travel may be required
Must satisfy criminal background, employment, education, and licensing verification requirements
All employees must be bondable

Benefits

Comp & perks

Medical, dental, and vision insurance
401(k) plan with matching company contributions
Annual incentive bonus plan
Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually
PTO increases with tenure
Fully remote work other than periodic in-person meetings or periodic business travel
Supportive, responsive management approach
Opportunities for career growth and advancement
Paid parental leave
Adoption/surrogacy assistance
Employee giving program that double matches donations to eligible nonprofits and schools