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Production Finance

Etched· Finance
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San JoseFull-timePosted 2mo ago

About the role

Role to own the financial strategy behind Etched products, connecting silicon economics through customer monetization and aligning cost, manufacturing, pricing, and margins to guide the product roadmap.

Responsibilities

  • Own product economics end to end. Build and maintain financial models connecting semiconductor and system costs, manufacturing yields, supply commitments, customer demand, pricing, and gross margin.
  • Drive pricing and monetization strategy. Partner with Product and go-to-market teams to evaluate pricing, packaging, customer economics, and commercial structures across Etched's product portfolio.
  • Own the financial lens on the product roadmap. Build business cases for new products and major roadmap investments, including opportunity sizing, cost structure, expected margins, capital requirements, and returns.
  • Partner deeply with manufacturing and supply chain. Model wafer, packaging, component, inventory, supply, and purchase commitments across quarterly and multi-year forecasts, helping determine manufacturing volumes and timing.
  • Understand the drivers of product cost. Develop performance measures for major cost drivers, including yields, manufacturing volumes, supplier economics, new product ramps, and supply agreements, and identify opportunities to improve product margins.
  • Translate AI infrastructure economics into financial decisions. Develop a detailed understanding of how performance, power, system architecture, and total cost of ownership translate into customer value and Etched's pricing and margin opportunities.
  • Shape investment decisions. Evaluate competing product, manufacturing, and commercial investments and make clear recommendations about where Etched should deploy capital and resources.
  • Own inventory and supply economics. Analyze inventory levels, purchase commitments, supply availability, and demand scenarios to help Etched balance growth, customer commitments, and working capital.
  • Build the financial operating system for the product. Establish dashboards, forecasting processes, and metrics that give leadership a clear view of product costs, supply, pricing, margins, inventory, and performance.
  • Make our processes scale. Automate and redesign financial models, systems, and workflows as Etched moves from product development into increasingly complex manufacturing and commercial operations.
  • Drive executive decision-making. Turn complex product, manufacturing, and financial data into concise, opinionated recommendations for leadership.
  • Partner with Finance counterparts on forecasting, planning, monthly and quarterly close processes, and company-wide financial strategy.

Qualifications

  • Significant experience in finance, strategy, or another analytically rigorous role, with ownership of complex financial or operational decisions.
  • Exceptional financial modeling skills. Ability to build sophisticated operating models from the ground up.
  • Experience with product cost, manufacturing, inventory, supply planning, or hardware unit economics.
  • Ability to structure ambiguous questions, develop a point of view, and independently drive to a decision.
  • Strong analytical skills with comfort in large datasets to extract actionable insights.
  • Judgment and conviction to make recommendations with imperfect information, with openness to update as new information arrives.
  • Strong cross-functional collaboration and communication skills for executives and non-finance audiences.
  • Advanced Excel or Google Sheets proficiency.

Skills

Required:Product finance and economics modelingPricing and monetization strategy

Benefits

  • Medical, dental, and vision packages with generous premium coverage
  • $500 per month credit for waiving medical benefits
  • Housing subsidy of $2.5k per month for those living within walking distance of the office
  • Relocation support for those moving to San Jose (Santana Row)
  • Wellness benefits covering fitness, mental health, and more
  • Daily lunch and dinner in our office
  • Unlimited compute budget subject to ROI justification
Last updated Sep 17, 2026. Interested? Apply on the company site.
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About Etched

Etched is building frontier inference clusters: co-designs chips, racks, software and manufacturing to push the pareto frontier for AI hardware.

frontier inference clustersAI hardwarechipsrackssoftwaremanufacturingparto frontier
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