Finance Manager - Product and Technology

Location: San Jose, CA
Work Arrangement: Full-Time, Onsite (5 Days per Week)

Position Overview

A growing, technology-driven organization is seeking a Finance Manager to support its Product, Engineering, and Research & Development teams. This individual will serve as a strategic finance partner, providing financial insights, analysis, and recommendations to support business decisions, investment prioritization, and long-term growth.

This is an individual contributor role with significant cross-functional exposure and the opportunity to influence management decisions, drive financial discipline, and support technology modernization initiatives. The ideal candidate combines strong analytical capabilities with business acumen and the ability to translate complex financial information into actionable insights.

Key Responsibilities

• Develop ROI analyses, portfolio metrics, and financial models to evaluate product and technology investments in partnership with Product, Engineering, Clinical, and business leadership.

• Lead business case analysis to prioritize investments, funding decisions, technology modernization, and strategic initiatives.

• Partner with cross-functional leadership to develop annual operating plans, periodic forecasts, and long-term strategic financial plans.

• Prepare financial reporting packages, quarterly business review materials, and executive-level presentations.

• Monitor expenses, resource allocations, and financial performance, identifying opportunities to improve efficiency and business outcomes.

• Provide financial insights and recommendations to support product roadmaps, investment decisions, and resource planning.

• Collaborate with Finance and Accounting colleagues to strengthen financial processes and support organizational growth.

• Manage the Product and Technology finance calendar, ensuring timely delivery of reporting, analysis, and planning activities.

• Review and approve purchase requisitions, contracts, and resource requests.

• Prepare journal entries and perform expense account and balance sheet reconciliations.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, or a related field.

• 6–10 years of progressive experience in finance, accounting, or a related business function.

• Experience supporting Technology, Research & Development, or G&A organizations.

• Strong understanding of accounting principles and financial management.

• Demonstrated experience developing financial models and evaluating multiple business scenarios.

• Advanced analytical, communication, and influencing skills.

• Proficiency with financial systems, Microsoft Excel, and PowerPoint.

• Ability to communicate complex financial information clearly and effectively.

Preferred Attributes

• Experience working in a fast-paced, high-growth organization.

• Strong business partnering and cross-functional collaboration skills.

• Ability to influence stakeholders and drive initiatives through collaboration and problem-solving.

• Adaptability to changing business priorities and organizational needs.

• Strong interpersonal skills and a collaborative, team-oriented approach.

• Proactive mindset with the ability to anticipate business needs and deliver actionable financial insights.

Additional Information

• Full-time onsite position, Monday through Friday.

• Travel requirements: Up to 10%.

For immediate consideration email your resume to thyra@southwestaccountingresources.com