Strategic Finance Lead - AI

Perplexity
San Francisco, CA
Hybrid

Who this role is best for

Geared toward finance professionals comfortable with AI product economics and model cost forecasting, who have experience in software or AI product environments and thrive in cross-functional collaboration.

Best fit for

  • Finance professionals with software or AI product experience who can build financial frameworks from scratch
    — “building frameworks from scratch in a fast-moving environment”
  • Candidates with strong analytical and modeling skills to reconcile revenue and inference costs
    — “reconciling revenue and inference cost from production data”
  • Individuals adept at translating complex model economics into actionable leadership narratives
    — “translate complex model economics into clear financial narratives for leadership”

Things to consider

  • In-person attendance is required 2-3 days per week in San Francisco
    — “requires in-person attendance 2-3 days per week”
  • The role involves working closely with product and technical teams on financial optimization
    — “Partner closely with product, inference, and data engineering to understand how usage and serving cost scale”

How to stand out

  • Highlight experience in building financial models for consumption-based or AI business models
    — “Background in AI, ML, or consumption-based business models with complex cost structures”
  • Showcase ability to analyze and synthesize data into financial insights and frameworks
    — “Exceptional analytical skills with an ability to synthesize data into compelling insights”
  • Emphasize your ability to reconcile revenue, cost, and margin data from production systems
    — “reconciling revenue, serving cost, and gross margin from production usage data”
  • Demonstrate understanding of model serving economics and cost drivers
    — “model serving economics, including how latency, throughput, and token usage flow through to margin performance”
  • Demonstrate ability to translate technical product dynamics into financial strategy
    — “translate those technical dynamics into financial frameworks”
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Company

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • Developing deep expertise in the unit economics of AI products
  • Building and maintaining product-margin models
  • Translating complex model economics into clear financial narratives for leadership
Typical background
Bachelor's degree in Finance, Economics, or a related fieldExperience in strategic finance, private equity, growth equity, consulting, or investment banking

Skills & requirements

Required

Financial ModelingBudgetingMonthly ForecastingVariance AnalysisFinancial Plan MaintenanceProduct-margin ModelsModel Provider ContractsPricing StructuresCost DriversModel Portfolio OptimizationProduct RoadmapsModel TransitionsForward-looking Spend And Margin TrajectoriesPricing And Packaging DecisionsUsage And Serving Cost ScalingFinancial Frameworks

Preferred

AI Product Financial ManagementDirect Work With Model Providers Or Inference PlatformsUsage-based PricingSubscription EconomicsGross-margin And COGS Attribution By Customer And Model FamilyModel Serving EconomicsFinancial Modeling Tools

Stack & domain

Finance Lead For Inference And Model SpendBudgetingMonthly ForecastingVariance AnalysisFinancial Plan MaintenanceProduct-margin ModelsModel Provider ContractsPricing StructuresCost DriversProduct Unit EconomicsModel-cost ForecastPricingPackagingModel-deployment DecisionsUsage-based PricingSubscription EconomicsGross-margin And COGS AttributionModel Serving EconomicsLatencyThroughputToken UsageFinancial Modeling ToolsFinanceAIML

About the role

Original posting from Perplexity via Ashby

ABOUT THE ROLE

We are seeking a Strategic Finance Lead to help lead the economics of our AI products. In this role, you will be a key partner to our product, inference, and data teams, providing financial expertise to optimize model spend and drive pricing and margin decisions.

In this role, you'll develop deep expertise in the unit economics of AI products, from per-request serving cost to consolidated product-level margin across our portfolio. You'll build the models that inform Perplexity's pricing, packaging, and model-deployment decisions, own the product-margin methodology that reconciles revenue and inference cost from production data, and translate complex model economics into clear financial narratives for leadership.

This is a high-impact role for someone who thrives at the intersection of finance and AI product strategy, and who is energized by building frameworks from scratch in a fast-moving environment.

This position is based in San Francisco and requires in-person attendance 2-3 days per week.

KEY RESPONSIBILITIES

  • Finance lead for inference and model spend, including budgeting, monthly forecasting, variance analysis, and financial plan maintenance
  • Build and maintain product-margin models across the product portfolio, reconciling revenue, serving cost, and gross margin from production usage data
  • Develop deep expertise in model provider contracts, pricing structures, and cost drivers, and surface optimization opportunities across the model portfolio and routing mix
  • Serve as subject matter expert for product unit economics, owning source of truth on cost per request, margin by product and tier, and customer-segment and feature-level economics
  • Own the consolidated model-cost forecast, translating product roadmaps and model transitions into forward-looking spend and margin trajectories
  • Analyze the margin impact of pricing, packaging, and model-deployment decisions, distilled into a framework for product and pricing strategy
  • Partner closely with product, inference, and data engineering to understand how usage and serving cost scale, and translate those technical dynamics into financial frameworks

YOU MAY BE A GOOD FIT IF YOU HAVE

  • Exceptional analytical skills with an ability to synthesize data into compelling insights and develop complex financial operating models
  • Extraordinary problem-solving and critical thinking abilities to develop new frameworks for assessing product margin and unit economics in a rapidly evolving industry
  • Attention to detail and patience for getting to the source of truth on complex and interconnected usage, revenue, and cost data
  • Comfort working cross-functionally and are adept at communicating complex financial information to non-finance audiences
  • Sound commercial judgment across pricing, packaging, discounting, and the tradeoffs between growth and margin
  • A proven track record of partnering with technical and product teams to drive financial optimization initiatives
  • A bias toward action, strong work ethic, and experience driving operational outcomes under tight timelines
  • Background in AI, ML, or consumption-based business models with complex cost structures

PREFERRED QUALIFICATIONS

  • 4+ years of experience in strategic finance, private equity, growth equity, consulting, or investment banking, preferably with software or AI product experience
  • Experience in AI or LLM product financial management, including direct work with model providers or inference platforms
  • Deep expertise in usage-based pricing, subscription economics, and gross-margin and COGS attribution by customer and model family
  • Experience with model serving economics, including how latency, throughput, and token usage flow through to margin performance
  • Proficiency with financial modeling tools

Source: Perplexity careers (Ashby)

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