Senior FP&A Analyst - Supply Chain Finance

Lambda, The Superintelligence Cloud, is a leader in AI cloud infrastructure serving tens of thousands of customers. Our customers range from AI researchers to enterprises and hyperscalers. Lambda's mission is to make compute as ubiquitous as electricity and give everyone the power of superintelligence. One person, one GPU.

If you'd like to build the world's best AI cloud, join us.

*Note: This position requires presence in our San Francisco, San Jose, or Bellevue office location 4 days per week; Lambda’s designated work from home day is currently Tuesday.

About the Role

As a member of the DC / Infrastructure Finance team, you will report to the Manager of DC / Infrastructure Finance and serve as a finance partner to Supply Chain and Strategic Sourcing. You will connect equipment purchasing plans, supplier commitments, delivery schedules, and deployment needs to capital spending and cash forecasts, helping Lambda secure infrastructure capacity while managing cost and inventory exposure.

What You'll Do

Equipment Capital Planning

Build and maintain equipment capital spending forecasts across GPUs, servers, networking, storage, and spares by supplier, platform, and deployment

Translate procurement quantities, unit costs, delivery schedules, and acceptance milestones into equipment spending and deployment cost forecasts

Track actual costs and purchase commitments against approved investment budgets; explain changes in price, quantity, configuration, and delivery timing

In-Service Timing and Depreciation

Own equipment in-service timing, from delivery and acceptance through deployment, and the resulting depreciation forecast by asset class, platform, and site

Combine equipment in-service schedules with facility in-service dates from DC Finance to produce the consolidated infrastructure depreciation forecast

Reconcile forecast depreciation to the fixed asset register and explain changes driven by timing, useful life, and cost

Supplier Economics and Sourcing Support

Analyze supplier quotes, bills of materials, and total landed costs, including freight, storage, duties, warranties, and other applicable charges

Model the financial impact of supplier alternatives, volume commitments, payment terms, and component cost changes to support sourcing negotiations and recommendations

Track negotiated savings and cost increases against approved assumptions, distinguishing expected savings from realized financial impact

Purchase Commitments and Cash Forecasting

Own the team’s commitments data across equipment and construction spend, connecting purchase orders, receipts, invoices, and payments into a single source used by DC Finance and Corporate FP&A

Maintain financial visibility into open purchase orders, deposits, prepayments, contractual commitments, and remaining equipment spending

Own supplier payment forecasts using contractual terms, delivery and acceptance dates, and invoice status as inputs to the consolidated cash forecast for Corporate FP&A and Treasury

Assess the cost and cash implications of order changes, delivery delays, expedited shipments, and cancellation or rescheduling provisions

Inventory and Deployment Alignment

Partner with Supply Chain to track the financial exposure associated with equipment on order, in transit, in storage, and awaiting deployment

Evaluate aging inventory, spares levels, excess equipment, and obsolescence risk; quantify the cost of holding inventory and potential mitigation options

Work with capacity planning, DC Finance, and Business / Commercial Finance to align purchasing assumptions with site readiness and demand forecasts, highlighting mismatches and cash tied up in idle equipment

Planning and Accounting Partnership

Develop equipment, logistics, and supply-related working capital inputs for the annual operating plan, quarterly forecasts, and long-range infrastructure plan

Partner with Accounting and Supply Chain to reconcile purchase orders, receipts, invoices, deposits, and accrual inputs; support consistent project and asset cost attribution

Coordinate equipment cost assumptions with DC Finance and provide financial analysis to Treasury and Capital Markets for equipment funding evaluations

Reporting and Process Improvement

Prepare supplier, equipment cost, commitment, and inventory reporting for business reviews, executive discussions, and investment recommendations

Provide equipment cost inputs and analysis for investment committee reviews, and compare realized equipment costs and delivery timing with approved assumptions after deployment

Build and maintain repeatable models and workflows in Pigment and AI-assisted tools, reducing manual spreadsheet work

Improve procurement data quality and connect purchasing, inventory, and financial systems to produce repeatable forecasts and clear recommendations

You

Have a Bachelor’s degree in Finance, Accounting, Economics, Supply Chain, or a related field

Have 4+ years of experience in FP&A, supply chain finance, procurement finance, hardware finance, or a related analytical role

Have experience forecasting equipment or inventory spending, analyzing supplier costs, or managing purchase commitment and working capital reporting

Understand how purchase orders, deposits, receipts, supplier payment terms, and inventory movements affect capital spending, in-service timing, depreciation, and cash forecasts

Possess strong financial modeling and Excel skills, including the ability to analyze unit costs, supplier alternatives, and purchasing scenarios

Have working proficiency in SQL and experience working with ERP and procurement data (e.g., NetSuite, Coupa)

Can reconcile detailed procurement and financial data, investigate variances, and turn findings into practical recommendations

Communicate clearly and partner effectively with sourcing, purchasing, planning, operations, and accounting teams

Are comfortable working independently in an ambiguous, fast-paced environment while managing multiple projects and deadlines

Nice to Have

Experience in hardware, OEM/ODM, or semiconductor supply chain finance, ideally with GPU, server, or networking equipment

Familiarity with inventory accounting, fixed asset accounting, and depreciation

Experience with vendor financing, equipment leases, or other equipment funding structures

Experience with Pigment or another enterprise planning system, and BI tools such as Tableau

Familiarity with data center deployment ramps, site readiness, or cloud infrastructure unit economics

Prior experience in a startup or high-growth organization

Salary Range Information

The annual salary range for this position has been set based on market data and other factors. However, a salary higher or lower than this range may be appropriate for a candidate whose qualifications differ meaningfully from those listed in the job description.

About Lambda

Founded in 2012, with 500+ employees, and growing fast

Our investors notably include TWG Global, US Innovative Technology Fund (USIT), Andra Capital, SGW, Andrej Karpathy, ARK Invest, Fincadia Advisors, G Squared, In-Q-Tel (IQT), KHK & Partners, NVIDIA, Pegatron, Supermicro, Wistron, Wiwynn, Gradient Ventures, Mercato Partners, SVB, 1517, and Crescent Cove

We have research papers accepted at top machine learning and graphics conferences, including NeurIPS, ICCV, SIGGRAPH, and TOG

Our values are publicly available: https://lambda.ai/careers

We offer generous cash & equity compensation

Health, dental, and vision coverage for you and your dependents

Wellness and commuter stipends for select roles

401k Plan with 2% company match (USA employees)

Flexible paid time off plan that we all actually use

Equal Opportunity Employer

Lambda is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.