Compute Finance and Strategy

Skills

About the Role

Own the analytical foundation for global compute markets by modeling GPU supply economics, provider decisions, margins, capital allocation, and customer-facing pricing. Evaluate providers, track market dynamics, conduct diligence, and partner with finance, engineering, sales, product, and leadership.

Requirements

• 4–7+ years in financially rigorous strategic or operational roles
• Experience in investment banking, private equity, growth equity, quantitative strategy, infrastructure investing, project finance, structured credit, strategic finance, or business operations
• Exceptional financial modeling and analytical skills
• Technical curiosity about GPU architectures, networking, cluster performance, and compute economics
• Strong commercial and strategic judgment
• Ability to engage with vendors, partners, and senior provider counterparts
• Ability to work across financial modeling, leadership briefings, and diligence
• High ownership
• Experience using LLMs, automation, and programmatic tools

Responsibilities

• Build financial models for compute supply pricing
• Model supply decisions across contract types, terms, hardware, providers, and geographies
• Own margin architecture by workload, customer, product, and contract
• Model long-term P&L consequences under multiple scenarios
• Partner with leadership on provider, hardware, geographic, and scaling decisions
• Build scenario models and capital allocation frameworks
• Conduct economic and technical diligence with compute providers
• Translate technical performance into commercial recommendations
• Track compute pricing, availability, and provider dynamics
• Develop market positioning analyses
• Partner with strategic finance, engineering, sales, and product
• Build board-ready analyses

Benefits

• Equity
• Flexible work
• Visa sponsorship
• Relocation support
• Professional development budget
• Team off-sites
• Conferences