Job Description
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 Tier 2 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.
Our 10x mindset guides how we engineer collaborate and grow. Understand what it means and how to reflect 10x in your work: https://careers.arm.com/en/10x-mindset
Salary Range:
$283800-$384000 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 [email protected] . 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.
Hybrid Working at Arm
Arm's approach to hybrid working is designed to create a working environment that supports both high performance and personal wellbeing. We believe in bringing people together face to face to enable us to work at pace whilst recognizing the value of flexibility. Within that framework we empower groups/teams to determine their own hybrid working patterns depending on the work and the team's needs. Details of what this means for each role will be shared upon application. In some cases the flexibility we can offer is limited by local legal regulatory tax or other considerations and where this is the case we will collaborate with you to find the best solution. Please talk to us to find out more about what this could look like for you.
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.
Top Skills
What We Do
We bring brilliant people together in a global ecosystem that is sparking the world’s potential. Arm technology enables specialized processing built on the economics design freedom and accessibility of general-purpose compute that has so far led to more than 180 billion chips being shipped by our partners.
Why Work With Us
At Arm we build the future of computing powering everything from smartphones to AI. Our 10x mindset drives bold thinking and deep collaboration to solve complex problems together. With a people first culture flexible work and strong support for growth and wellbeing your ideas can make a global impact while your career thrives.
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Date Posted
04/24/2026
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