Senior Director, Finance - Cloud AI Business Unit

We are seeking an outstanding Senior Director of Finance to act as the financial leader for Arm’s Cloud AI Business Unit. Acting as the CFO-like partner to the General Manager, this leader will lead the financial strategy. They will also run the operating cadence and provide decision support for a key growth business within Arm. This business covers Cloud IP, CSS, and the Arm AGI CPU roadmap. This role sits at the center of Arm’s expansion into production silicon for AI infrastructure and will help shape a major new growth engine for the company. You will lead revenue forecasting, long-range planning, P&L performance, silicon economics, and commercial decision support across a rapidly scaling business serving hyperscalers, AI innovators, and enterprise infrastructure customers. This role is unlike a traditional FP&A position. It is a business‑building finance leadership role at the intersection of product, commercial strategy, supply chain, and executive decision‑making. Success requires strong forecasting rigor, deep semiconductor and infrastructure proficiency, and skill in converting market demand, pricing, customer roadmaps, supply constraints, and product investment choices into decisive action! Responsibilities Revenue and P&L Leadership Own quarterly, annual, and long‑range revenue forecasting for the Cloud AI Business Unit. Drive end‑to‑end P&L management across CPU IP, CSS, and Arm‑designed silicon offerings. Build and maintain TAM, share, pricing, and mix models across hyperscalers, Tier2 cloud providers, Neo‑clouds, and ecosystem partners. Lead executive‑level revenue updates, operating reviews, and performance narratives for senior leadership and board discussions. Develop product‑level contribution margin and profitability models tied to roadmap, customer mix, and supply assumptions. Commercial Structuring and Strategic Deal Support Serve as the finance lead on sophisticated customer and partner engagements, including hyperscalers, cloud, OEM, and AI infrastructure opportunities. Shape commercial constructs that balance growth, durability, margin, and capital efficiency while aligning with accounting, legal, and operational requirements. Support negotiations with robust scenario analysis, pricing frameworks, and risk‑adjusted financial modeling. Partner closely with Sales, Business Development, Legal, and Accounting to structure scalable, executable agreements. GM Partnership and Strategic Influence Act as a trusted advisor to the GM and Cloud AI leadership team on growth strategy, investments, and resource allocation. Translate market shifts, driven dynamics, product roadmap decisions, and supply‑side developments into clear decision frameworks. Pressure‑test portfolio choices, customer prioritization, and investment trade‑offs. Identify early indicators of demand inflection, pricing shifts, supply constraints, or driven risk. Silicon Economics and Investment Governance Lead financial modeling for silicon product economics, covering aspects such as product expenses, gross margin, non‑recurring engineering costs, mask spend, and lifecycle profitability. Partner with Product, Engineering, Operations, and Supply Chain to align financial plans with capacity, packaging, memory availability, and platform readiness. Develop scenarios for volume ramps, cost curves, allocation decisions, and margin sensitivity under changing market conditions. Support stage‑gate and investment reviews for future Cloud AI programs, including return on investment, NPV, and resource prioritization. Team Leadership and Organizational Build Build and lead a high‑performing finance team aligned to the scale and complexity of the Cloud AI division. Attract, develop, and retain top talent across commercial finance, product finance, and deal support. Establish strong operating rhythms, accountability, and a culture of detailed, results‑focused decision support. Scale team capability alongside business growth, ensuring the function evolves with increasing product, customer, and supply complexity. Planning and Operating Excellence Run thorough long‑range planning cycles and quarterly forecasts across Sales, Product, Engineering, and Operations. Ensure revenue and margin models reconcile to accounting treatment and operational realities. Build scalable planning and modeling infrastructure to improve speed, accuracy, and the development of actionable insights. Drive high‑quality, decision‑ready analytics in a fast‑moving, high‑ambiguity environment. Required Skills and Experience 15+ years of multifaceted finance leadership experience in semiconductor, cloud, AI infrastructure, enterprise hardware, or adjacent technology environments. Direct ownership of revenue forecasting and P&L management for sophisticated product portfolios. Deep experience in TAM modeling, share analysis, pricing strategy, and scenario‑based forecasting. Strong commercial competence with demonstrated involvement in sophisticated deal structuring and negotiations. Experience supporting hyperscalers, large cloud customers, or other sophisticated strategic accounts. Consistent record of building and scaling high‑performing finance teams in complex, fast‑growing environments. Proven ability to operate effectively amid demand volatility, supply constraints, and evolving market dynamics. Exceptional interpersonal skills, including the ability to translate sophisticated financial and market dynamics into clear executive decisions. Nice To Have Skills and Experience MBA, CPA, CFA or equivalent experience, or equivalent sophisticated credential. Experience with data center semiconductors, AI infrastructure, CPU roadmaps, or merchant silicon business models. Familiarity with silicon economics, including product cost, gross margin, NRE, and supply ramp dynamics. Understanding of hyperscalers CAPEX cycles and AI workload demand trends. Background in strategic finance, investment banking, or infrastructure modeling is a plus. Technical and Analytical Toolkit Sophisticated financial modeling and scenario analysis capability! Strong command of planning processes, performance management, and executive storytelling. Comfort demonstrating AI tools to accelerate modeling, analysis, and insight generation. Salary Range $283,800-$384,000 per year We value people as individuals and our dedication is to reward people competitively and equitably for the work they do and the skills and experience they bring to Arm. Salary is only one component of Arm's offering. The total reward package will be shared with candidates during the recruitment and selection process. Accommodations at Arm At Arm, we want to build extraordinary teams. If you need an adjustment or an accommodation during the recruitment process, please email View email address on click.appcast.io. To note, by sending us the requested information, you consent to its use by Arm to arrange for appropriate accommodations. All accommodation or adjustment requests will be treated with confidentiality, and information concerning these requests will only be disclosed as necessary to provide the accommodation. Although this is not an exhaustive list, examples of support include breaks between interviews, having documents read aloud, or office accessibility. Please email us about anything we can do to accommodate you during the recruitment process. Equal Opportunities at Arm Arm is an equal opportunity employer, committed to providing an environment of mutual respect where equal opportunities are available to all applicants and colleagues. We are a diverse organization of dedicated and innovative individuals, and don’t discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. #J-18808-Ljbffr