CDW

Lead Financial Analyst, Technology

CDW

full-time

Posted on:

Origin:  • 🇺🇸 United States • Illinois

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Salary

💰 $111,000 - $154,200 per year

Job Level

Senior

Tech Stack

CloudERP

About the role

  • Act as the primary finance partner for Technology leadership—owning monthly forecasts, annual budgets, long-range plans, and spend accountability. Build robust financial models and dashboards that inform CapEx vs. OpEx, capitalized software development costs, cloud vs. on-prem spend, and run vs. grow drivers. Lead variance analysis and translate results into clear, actionable insights for both Tech and Finance executives. Track software renewals, license utilization, and project spend to ensure alignment with budgeted commitments and cost-efficiency objectives. Support CapEx governance: prepare business-case reviews, perform IRR/ROI and payback analyses, and align funding with project-prioritization frameworks. Model financial implications of vendor contracts to inform negotiations on multi-year deals, payment schedules, and optimization opportunities. Continuously improve FP&A processes by automating reporting, enhancing scenario-planning workflows, and embedding best-practice data-visualization techniques. Leverage modern toolsets: Adaptive, Power BI, and advanced Excel to deliver dynamic insights and self-service reporting.

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, or related financial field and 5+ years of progressive FP&A or finance experience, including at least 1 year supporting IT, Engineering, or Shared Services. Demonstrated expertise in CapEx/OpEx tracking, capitalization accounting, and multi-year software/license agreements. Advanced modeling skills (NPV, IRR, payback, sensitivity & scenario analysis). Proven ability to visualize complex data and craft compelling narratives for technical and non-technical stakeholders. Fluency with financial planning platforms (Adaptive), ERP systems (Workday), and visualization tools (Power BI). Strong communication, executive-level presentation, and stakeholder-management skills. Self-starter, strategic thinker, and effective mentor who thrives in a fast-paced, cross-functional environment. MBA, CPA, or CFA a plus.