Compute Finance and Strategy

Responsibilities

• Build and own the financial models that price our compute supply: per-cluster economics, contract structures, hardware generation comparisons, geographic and provider differentials
• Model the economics of every meaningful supply decision — reserved vs. spot tradeoffs, term length, commitment level, hardware generation, provider mix, geography
• Own margin architecture: margin by workload, customer, product, and contract, so we always know what's actually profitable and where the leverage is
• Partner with leadership on the biggest decisions the company makes: which providers to commit to, which hardware generations, what geographies to lean into, how aggressively to scale
• Build the financial frameworks that turn ambiguous strategic questions into decisions we can make with conviction
• Own the long-range plan, scenario models, and capital allocation framework across compute, headcount, and product investment
• Engage directly with neoclouds, hyperscalers, and emerging providers on economic and technical diligence
• Run the financial side of supply qualification — what we accept, what we reject, what we negotiate harder on
• Translate technical performance characteristics into commercial recommendations
• Build the repeatable analytical process for evaluating new entrants to the global supply market
• Track pricing, availability, and provider dynamics continuously across every major market
• Develop the analytical basis for our market positioning: when to commit hard, when to hold flexibility, where to lean in geographically
• Cross-functional Partnership
• Partner with Strategic Finance on how compute economics flow through to the company P&L
• Partner with Engineering on the technical performance characteristics that drive cluster economics
• Partner with Sales and Product on pricing strategy for consumption-based and hybrid products
• Build board-ready analyses on supply strategy, capital allocation, and market positioning

What We're Looking For

• 4–7+ years in roles that combine financial rigor with real-world strategic or operational engagement.
• Backgrounds we'd find compelling include: Investment banking, private equity, or growth equity with exposure to infrastructure, cloud, semiconductors, or technology
• Quantitative or strategist roles at hedge funds, commodities desks, or trading firms
• Infrastructure investing, project finance, or structured credit
• Strategic finance or BizOps at a high-growth cloud, AI infrastructure, or compute-intensive company
• Exceptional modeling and analytical skills — you build the models yourself, and your models reflect how the business actually works
• Genuine technical curiosity. You don't need deep technical background to start, but you should be excited to develop fluency in GPU architectures, networking, cluster performance, and what makes one piece of compute economically different from another
• Strong commercial and strategic judgment — you understand that finance's job is to drive better decisions, not produce more analysis
• Comfortable engaging directly with vendors, partners, and senior counterparts at provider companies
• Ability to operate across registers — building rigorous models, briefing leadership on strategic implications, and running diligence with senior counterparts at provider companies
• High ownership — you see gaps and build the fix before anyone asks
• AI-native in how you work: you use LLMs, automation, and programmatic tools to move faster
• Bonus: Direct experience modeling datacenter, colocation, cloud, or power/energy economics
• Background covering AI infrastructure, cloud providers, semiconductors, or compute marketplaces from the banking, investing, or trading side
• Hands-on experience with cluster benchmarking, training/inference workload economics, or compute marketplaces