Data Center Development & Infrastructure Finance Lead

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 or San Jose office location 4 days per week; Lambda’s designated work from home day is currently Tuesday. What You’ll Do Data Center Development Finance Lead financial modeling for all new data center development projects, including construction, power infrastructure, and network buildout Own construction budgets, cost-to-complete forecasts, and contingency tracking Monitor project performance against budget and schedule, identifying risks and mitigation plans Model project-level returns (IRR, NPV, payback) and track performance vs underwriting Capacity Planning & Infrastructure Forecasting Develop and maintain the multi-year infrastructure and capacity roadmap Own capacity models, including supply, demand, and utilization forecasting Identify capacity risks, including underbuild or overbuild scenarios Develop commissioning and ramp assumptions for new infrastructure Support executive decision-making on infrastructure investments and prioritization Unit Economics & Cost Management Own the infrastructure cost model, including power, networking, maintenance, and depreciation inputs Develop and maintain cost per compute / workload models Produce gross margin forecasts and cost sensitivity analyses Identify opportunities to improve efficiency and reduce cost per unit Budgeting, Forecasting & Performance Management Own infrastructure CapEx and COGS budgets Lead planning cycles for infrastructure and development spend Deliver regular budget vs. actual (BvA) analysis for construction spend, infrastructure costs, capacity utilization, cos