The FP&A Lead Financial Analyst drives financial planning and analysis, partners with senior leadership, and mentors the finance team.
Description
At CDW, we make it happen, together. Trust, connection, and commitment are at the heart of how we work together to deliver for our customers. It's why we're coworkers, not just employees. Coworkers who genuinely believe in supporting our customers and one another. We collectively forge our path forward with a level of commitment that speaks to who we are and where we're headed. We're proud to share our story and Make Amazing Happen at CDW.
* Job Summary
* We are seeking an experienced and dynamic FP&A Lead Financial Analyst to join our team at CDW and be part of a dynamic and forward-thinking Finance organization that values innovation and continuous growth. As an FP&A Lead Financial Analyst, you will play a critical role in driving financial planning, analysis, and strategic decision-making for the company, while also leveraging data visualization to communicate complex financial insights effectively. This position partners closely with senior leadership within Finance and the business and offers an excellent opportunity to make a significant impact on our organization's growth and success.
* What you'll do
* Partner with senior leadership as a strategic advisor, delivering actionable analysis grounded in financial stewardship.
* Provides day-to-day direction and oversight for the Sales FP&A team
* Develop comprehensive financial forecasts, annual budgets, and long-term strategic plans, visualizing data to enhance clarity and understanding.
* Analyze financial data, key performance indicators (KPIs), and operational metrics and use data visualization techniques to provide clear and actionable insights and recommendations to the executive team.
* Mentor and influence the development and upskilling of financial planning team members with a focus on creating problem solving and data visualization.
* Collaborate with cross-functional teams to ensure alignment of financial goals with overall business objectives.
* Develop and maintain financial models to support financial planning, scenario analysis, and sensitivity testing.
* Oversee monthly and quarterly financial reporting, variance analysis, and performance tracking against targets, using data visualization dashboards to facilitate better decision making.
* Leverage industry sources and reporting to develop market share assessments and guide financial planning
* Provide strategic financial guidance to support business initiatives and investment decisions.
* • Automate and improve financial planning processes.
* What we expect of you
* Minimum basic requirements
* Bachelor's degree and 5+ years of experience in Finance/Accounting position
* Excellent verbal and written communication skills with the ability to interact effectively with internal and external stakeholders, including senior leadership.
* Strong analytical skills and the ability to interpret complex financial data to drive business strategies, with expertise in data visualization tools and techniques.
* Exceptional proficiency in financial modeling and proficiency in using financial software and tools.
* Demonstrated experience in budgeting, forecasting, and financial reporting in a fast-paced environment.
* Excellent communication and presentation skills, with the ability to effectively interact with stakeholders at all levels.
* Strategic mindset and the ability to think critically, solve problems, and drive change. Pay range: $ 111,000 - $ 154,200 depending on experience and skill set Annual bonus target of 10% subject to terms and conditions of plan Benefits overview: [https://cdw.benefit-info.com/](https://cdw.benefit-info.com/) Salary ranges may be subject to geographic differentials
* We make technology work so people can do great things.
* CDW is a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Canada. A Fortune 500 company and member of the S&P 500 Index, CDW helps its customers to navigate an increasingly complex IT market and maximize return on their technology investments. Together, we unite. Together, we win. Together, we thrive. CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by state and local law.
At CDW, we make it happen, together. Trust, connection, and commitment are at the heart of how we work together to deliver for our customers. It's why we're coworkers, not just employees. Coworkers who genuinely believe in supporting our customers and one another. We collectively forge our path forward with a level of commitment that speaks to who we are and where we're headed. We're proud to share our story and Make Amazing Happen at CDW.
* Job Summary
* We are seeking an experienced and dynamic FP&A Lead Financial Analyst to join our team at CDW and be part of a dynamic and forward-thinking Finance organization that values innovation and continuous growth. As an FP&A Lead Financial Analyst, you will play a critical role in driving financial planning, analysis, and strategic decision-making for the company, while also leveraging data visualization to communicate complex financial insights effectively. This position partners closely with senior leadership within Finance and the business and offers an excellent opportunity to make a significant impact on our organization's growth and success.
* What you'll do
* Partner with senior leadership as a strategic advisor, delivering actionable analysis grounded in financial stewardship.
* Provides day-to-day direction and oversight for the Sales FP&A team
* Develop comprehensive financial forecasts, annual budgets, and long-term strategic plans, visualizing data to enhance clarity and understanding.
* Analyze financial data, key performance indicators (KPIs), and operational metrics and use data visualization techniques to provide clear and actionable insights and recommendations to the executive team.
* Mentor and influence the development and upskilling of financial planning team members with a focus on creating problem solving and data visualization.
* Collaborate with cross-functional teams to ensure alignment of financial goals with overall business objectives.
* Develop and maintain financial models to support financial planning, scenario analysis, and sensitivity testing.
* Oversee monthly and quarterly financial reporting, variance analysis, and performance tracking against targets, using data visualization dashboards to facilitate better decision making.
* Leverage industry sources and reporting to develop market share assessments and guide financial planning
* Provide strategic financial guidance to support business initiatives and investment decisions.
* • Automate and improve financial planning processes.
* What we expect of you
* Minimum basic requirements
* Bachelor's degree and 5+ years of experience in Finance/Accounting position
* Excellent verbal and written communication skills with the ability to interact effectively with internal and external stakeholders, including senior leadership.
* Strong analytical skills and the ability to interpret complex financial data to drive business strategies, with expertise in data visualization tools and techniques.
* Exceptional proficiency in financial modeling and proficiency in using financial software and tools.
* Demonstrated experience in budgeting, forecasting, and financial reporting in a fast-paced environment.
* Excellent communication and presentation skills, with the ability to effectively interact with stakeholders at all levels.
* Strategic mindset and the ability to think critically, solve problems, and drive change. Pay range: $ 111,000 - $ 154,200 depending on experience and skill set Annual bonus target of 10% subject to terms and conditions of plan Benefits overview: [https://cdw.benefit-info.com/](https://cdw.benefit-info.com/) Salary ranges may be subject to geographic differentials
* We make technology work so people can do great things.
* CDW is a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Canada. A Fortune 500 company and member of the S&P 500 Index, CDW helps its customers to navigate an increasingly complex IT market and maximize return on their technology investments. Together, we unite. Together, we win. Together, we thrive. CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by state and local law.
Top Skills
Data Visualization Tools
Financial Modeling
Financial Software
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