Senior Director Product & Technology Finance

OUR PURPOSE

• At Xero, we're here to supercharge small businesses.
• By making small businesses more efficient every day, connecting them with big business technology and empowering a community behind them, their potential is limitless.
• When that happens, we're not only helping small businesses, we'll be building a stronger economy that can change the world.

HOW YOU'LL MAKE AN IMPACT

• As Senior Director of Product & Technology Finance, you will lead our financial planning and analysis efforts across Xero's Product & Technology function and partner closely with senior leaders to provide valuable insights and recommendations.
• You will be responsible for developing and executing financial strategies that align with Xero's ambitious product objectives.
• Working with your team, you will oversee all financial planning and analysis across Cost to Serve, Product, Technology and Engineering sub-functions, ensuring a relentless focus on commercial outcomes. This will involve tailoring your approach to the unique

requirements

of each area, fostering a culture of critical evaluation and justification for capital allocation decisions.

As a senior member of the Financial Planning and Analysis team, you will also champion business casing, accurate forecasting, and workforce planning, thereby becoming a driving force behind our financial success.

WHAT YOU'LL DO

Financial Strategy

• Develop and articulate a clear financial strategy for the Product & Technology function, ensuring alignment with Xero's overarching business objectives and OKRs.
• Champion the integration of financial and operational data into decision-making processes.
• Ensure budgeting and forecasting are aligned with broader company objectives.
• Collaborate with People Experience on remuneration strategies for the function.

Financial Planning and Analysis

• Lead financial planning cycles for the Product & Technology function, collaborating on operating plans, roadmaps and annual targets.
• Cultivate commercial acumen and critical thinking within the Product & Technology team, ensuring investment requests are tied to measurable financial results.
• Coordinate long-term planning inputs for Product portfolios, demonstrating deep understanding of business drivers and financial modeling implications.

Financial Modeling

• Create and maintain sophisticated financial models to assess potential scenarios, risks, and opportunities, and support strategic decision-making.
• Develop a framework for business case benefits realization.
• Build and iterate on Product P&Ls, ensuring strong decision making on capital allocations
• Assist the leadership team in assessing financial risks associated with project delivery.

Capital Allocation

• Evaluate and optimize capital allocation strategies, including investment in new initiatives, capital expenditures and, where applicable, acquisitions.
• Support and challenge leaders on capital allocation decisions and facilitate effective capital requests with a strong ROI focus.
• Ensure tracking of committed business cases to monitor delivery and financial milestones.

Team Leadership

• Build, mentor, and manage a high-performing team, fostering a culture of excellence, collaboration, and continuous improvement.

Stakeholder Engagement

• Provide financial insights and guidance to support decision-making across the organization.
• Drive business performance through influencing leaders and actionable financial analysis.
• Collaborate with the wider FP&A leadership team to ensure alignment between Product deliverables and Go-to-Market strategies/Operating Plans.

SUCCESS LOOKS LIKE

• Consistent delivery of accurate, timely financial information and analysis that drives decision-making
• Proactive evolution of financial models / insights to meet the ever-changing needs of Xero
• Strong collaborator who builds relationships at all levels across the organization
• Trusted advisor, providing recommendations that influence decisions made by leadership
• Active leadership within the Financial Planning team, shaping its direction and impact
• Team empowerment through effective management, ensuring high-quality output and individual growth
• Strategic foresight demonstrated through well-defined long-term plans and deep understanding of business drivers

WHAT YOU'LL BRING

Critical competencies

• Strong collaboration with key leadership.
• Team player, able to work with various levels in the company, flexible, comfortable in a fast paced environment.
• Ability to take data and create a story that resonates with audiences and drive action.
• Able to prioritize work, meet deadlines with attention to detail and accuracy.
• High energy level, self-starter, proactive and results oriented
• Operates with full openness and transparency & integrity
• Fluency in AI tools

Experience

• Proven experience (12+ years) in finance, with 3 years in a senior leadership role
• Work experience in a global SaaS or technology industry company, a fast paced startup.
• Experience supporting a Product & Tech and/or Research & Development organization
• Experience leveraging AI tools to increase efficiency and impact
• Superior analytical and problem solving skills, with demonstrated intellectual and analytical rigor
• Excellent communication skills to make recommendations to senior leaders.
• Demonstrated leadership and team management experience.
• MBA preferred.

COMPENSATION

• At Xero, we value the impact and skills you bring to the team.
• We don't just hire for a role; we invest in people.
• We believe in a Total Package philosophy - which means your value isn't just a single number on a paycheck.
• While base salary is a core component, we look at your compensation through a holistic lens that includes equity, performance incentives, and world-class benefits.
• The expected base salary range for this role in:

• California: $225K - $285K USD plus bonus and equity

• Individual pay is determined by various factors, including geography, level of experience, and the specific skills you bring to the role.
• In addition to base pay, Xero's roles are eligible for the following forms of variable compensation:

• Variable Pay: Permanent employees are eligible to participate in our annual bonus and equity (RSU) programs. You may also be eligible for performance-based cash or equity (RSUs) incentives depending on your role level, and company performance.
• Comprehensive Benefits: Medical, dental, vision, 401(k) match, and 21 days PTO, 10 days of Wellbeing leave, 5 days of Xtra Leave, 1 volunteer day, 12 paid holidays, paid parental leave. Further information included on our Xero Perks https://careers.xero.com/inside-xero/benefits-wellbeing/ page.

Xero uses AI to help screen applications based on job-related qualifications. These tools assist our recruiters but do not make automated hiring decisions. A human recruiter reviews all candidates before any hiring action is taken.