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VP FP&A
CDWVP FP&A leading financial strategy for CDW, a Fortune 500 technology solutions provider. Overseeing forecasting, investment governance, analytics, and finance leadership across technology services and solutions.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial strategy, advanced financial modeling, and data visualization within technology services. Proven ability to lead high-performing teams and drive strategic financial planning aligned with organizational goals.
Highest-signal resume keywords
Financial Strategy DevelopmentAdvanced Financial ModelingData Visualization ExpertiseLeadership in Finance OperationsBudgeting and Forecasting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisForecastingExpense PlanningKPI Dashboard ProductionCapital AllocationROI AnalysisScenario ModelingData Integrity GovernanceCloud Unit EconomicsAutomation and AI-Enabled Efficiency
Soft Skills
Exceptional CommunicationStrategic MindsetProblem-SolvingCollaborationTeam Development
Tools & Technologies
Financial SoftwareData Visualization ToolsCRM SystemsAI-Driven Predictive AnalyticsDigital FP&A Ecosystem
Industry Keywords
Technology ServicesSaaS SolutionsCloud Value ChainsIT ServicesHigh-Growth AreasCorporate Finance TheoryInvestment DecisionsRevenue GrowthProfitabilityMarket Dynamics
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Oversee financial strategy for CDW’s portfolio of technology solutions and services
- Lead and develop the finance team supporting the CSSO businesses
- Serve as finance business partner to the Services and Solutions executive team
- Provide strategic finance, forecasting, expense, planning analysis, and recommendations to CSSO leadership
- Drive long-range strategic planning across Cloud, Infrastructure, Security, and Digital Transformation businesses
- Partner on pricing, mix, portfolio strategy, and commercial-construct modeling
- Monitor industry trends and market dynamics to identify opportunities and risks
- Lead forecasting and scenario modeling for recurring and project-based revenues
- Develop ARR, renewal, retention, churn, upsell, and expansion models
- Build bookings-to-billings-to-revenue bridges
- Align pipeline metrics with forward-looking financial targets
- Design utilization and productivity models across global delivery teams
- Track cost-to-serve, labor efficiency, partner spend, automation leverage, and delivery cost metrics
- Benchmark margins by service type and identify automation and AI-enabled efficiency opportunities
- Oversee annual operating plans, budgets, rolling forecasts, and quarterly business reviews
- Produce KPI dashboards and executive narratives connecting performance to strategic priorities
- Integrate CRM and delivery-system indicators into forecast accuracy models
- Streamline planning and reporting processes and advance data visualization and analytics
- Build data integrity and single-source-of-truth governance across core systems
- Champion a digital FP&A ecosystem using CDW tools and AI-driven predictive analytics
- Lead capital allocation and ROI analyses for strategic initiatives
- Evaluate R&D and go-to-market investments and track payback, lifetime value, and margin impact
- Collaborate cross-functionally to align financial goals with CDW’s broader objectives
- Foster insight generation, continuous improvement, innovation, business partnership, and accountability
- Upskill the team in advanced analytics, cloud unit economics, and scenario modeling
- Set objectives, monitor performance, and support team members’ professional growth
- Champion responsible AI adoption and continuous learning as part of CDW’s AI-fluent organization vision
Requirements
What you’ll need- 15+ years of progressive experience in high-performing technology services or solutions organizations
- Bachelor's degree in Finance, Accounting, or a related field and 15 years of progressive finance experience, including 10+ years in leadership roles, or MBA in Finance, Accounting, or a related field and 13 years of progressive finance experience, including 8+ years in leadership roles
- Understanding of CDW’s business and working domain knowledge of the technology ecosystem, including services, SaaS solutions, and/or cloud value chains
- Experience within a technology organization, including exposure to IT Services and high-growth areas such as Cloud, Data/AI, and Security
- Demonstrated experience supporting complex organizations
- Exceptional analytical skills and ability to interpret complex financial data
- Expertise in data visualization tools and techniques
- Superior proficiency in advanced financial modeling and financial software and tools
- Demonstrated experience in budgeting, forecasting, and financial reporting in a fast-paced environment
- Strong business acumen, strategic mindset, and problem-solving skills
- Exceptional communication and presentation abilities, including engagement with C-suite and board-level stakeholders
- Proven track record of leading and developing high-performing teams
- Expertise in technology services and solutions finance operations
- Experience influencing investment decisions and financial plans that drive revenue growth and profitability
- Knowledge of applied corporate finance theory, including capital allocation, project risk-weighting, cash flows, and cost of capital
- Ability to collaborate with and influence people across the organization
- Agile, flexible, open-minded, highly responsive, and accountable leadership approach
- Comfort exploring how AI can enhance strategy, decision-making, and team performance
Benefits
Comp & perks- Annual bonus target subject to terms and conditions of plan
- Benefits package (details provided at https://cdw.benefit-info.com/)
- Salary ranges may be subject to geographic differentials
- AI fluency and continuous learning support
- Equitable, transparent, and respectful hiring process
- Collaborative environment where growth is supported
- Equal opportunity employment