The Lead Financial Analyst will oversee financial forecasting, budgeting, variance analysis, and data visualization for the Technology department, ensuring financial integrity and alignment with business objectives.
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're looking for a highly analytical, business-minded Lead Financial Analyst to partner with CDW's internal Technology organization. You'll drive financial rigor, cost transparency, and strategic insight across software, infrastructure, and capital projects- while championing data-visualization best practices to tell the story behind the numbers. This is a hands-on role that works closely with Tech and Finance leadership and collaborates with the broader FP&A community.
* What you'll do
* 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.
* What we expect of you
* 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. 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're looking for a highly analytical, business-minded Lead Financial Analyst to partner with CDW's internal Technology organization. You'll drive financial rigor, cost transparency, and strategic insight across software, infrastructure, and capital projects- while championing data-visualization best practices to tell the story behind the numbers. This is a hands-on role that works closely with Tech and Finance leadership and collaborates with the broader FP&A community.
* What you'll do
* 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.
* What we expect of you
* 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. 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
Adaptive
Advanced Excel
Power BI
Workday
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What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
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