Platforms Business Manager

Position Overview:

The Capital Formation Experience & Platforms (CFXP) Business Manager serves as the operational backbone of the CFXP Chief Product and Technology Officer (CPTO) organization, driving financial integrity, resource optimization, and cross-functional alignment across the team. This role is a critical partner to the Function Head and COO, translating complex operational data into actionable insights that enable strategic decision-making.

Primary Responsibilities

Financial Planning & Performance Management

• Own end-to-end budget and forecast cycles in OneStream, partnering with Strategic Finance to ensure accuracy, timeliness, and alignment with organizational priorities.
• Lead annual budget construction inclusive of Run and Build allocations in close collaboration with the COO, team leads, and Function Head; ensure full upload and reconciliation in OneStream.
• Drive monthly budget reviews, proactively identifying variances, recommending adjustments, and maintaining a dynamic, up-to-date financial picture.
• Manage continuous updates to headcount, contracts, and resource costs throughout the fiscal year to reflect real-time organizational changes.
• Maintain a comprehensive, authoritative roster of all team personnel including team and project assignments, billing rates, and status.
• Own Daptive booking management; conduct monthly reviews with team leads to validate accuracy and alignment against approved budgets.
• Champion data-driven financial culture by directing and enabling the team to pull, validate, and act on financial data independently.

Reporting & Strategic Insights

• Develop and deliver regular, executive-ready reporting on budget performance, variances, resource utilization, and booking trends for team leads, the Function Head, and senior leadership.
• Partner with the PMO to produce integrated reporting on program ROI, delivery progress, and risk areas surfacing gaps and opportunities for continuous improvement.
• Respond to ad hoc reporting requests from the Function Head and Eng COO with speed and precision, synthesizing complex data into clear, decision-ready outputs.

Resource Management & Onboarding

• Lead the full lifecycle onboarding experience for all new personnel, ensuring a seamless, compliant, and well-coordinated process from offer acceptance to Day 1 readiness.
• Oversee background checks, confidentiality agreements, and all pre-start compliance requirements.
• Direct the team in executing onboarding workflows across VNDLY, Workday, and relevant support systems.
• Own team-wide communications for all resource transitions arrivals, departures, and role changes ensuring stakeholders remain consistently informed.

Invoice & Financial Controls

• Approve and manage invoices up to a threshold, ensuring accuracy, timeliness, and appropriate authorization controls.
• Establish and maintain program coding standards for all invoices, reducing risk and improving financial traceability across the organization.

Vendor Lifecycle Management

• Serve as the single point of accountability for all vendor onboarding engagements, driving progress from initiation through legal review and final approval.
• Coordinate documentation and stakeholder engagement to facilitate efficient Legal and Compliance reviews.
• Prepare and present materials for expense review and approval, ensuring thorough, well-organized submissions.
• Maintain a living tracker of all vendor engagements including renewals, expirations, and risk flags providing leadership with proactive visibility into the vendor portfolio.

Team Leadership & Engagement

• Lead, mentor, and grow a direct reporting team, fostering a culture of accountability, collaboration, and continuous development.
• Design and facilitate All-Hands calls and team engagement forums that reinforce organizational alignment, celebrate wins, and drive transparency across the function.

Qualifications & Experience

• Bachelor s degree in Finance, Business, Engineering, or related field; advanced degree preferred.
• 8+ years in a business management/operations role supporting technology or data-focused teams, ideally in financial services or consulting.
• Deep experience managing multi-million-dollar budgets, forecasts, and financial analysis for engineering functions.
• Demonstrated expertise in strategic planning assessing business needs, aligning tech delivery, and optimizing resource deployment.
• Advanced proficiency with budgeting/analytical tools (e.g., OneStream, Workday, Excel); experience with portfolio/project management tools (e.g., Daptiv, JIRA) is advantageous.
• Strong communication, analytical, and organizational skills; comfortable operating in fast-paced, matrixed environments.
• Experience using AI and having an AI focused mindset to solve day-to-day tasks is advantageous.

Tools & Applications

• OneStream (Budgeting, Forecasting, Reporting)
• Workday (Resource, Talent, Financials)
• Daptiv, JIRA (Project/Portfolio Management)
• Excel/PowerPoint (Analysis & Presentation)

Thanks & Regards

Rohit

Senior Recruiter

R Cube Creative Consulting Inc |

18611 FM RD 1431, Leander, TX 78645|

Phone : |