Job Description
About the Opportunity
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A leading Boston-based investment management firm is seeking an experienced Finance professional with a strong FP&A background and exposure to technology/IT finance to join its team as a Director / Associate Director, Technology Finance.
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Reporting directly to the CFO, this highly visible role will partner closely with Technology leadership on budgeting, forecasting, financial analysis, cost optimization, and strategic decision-making around technology investments.
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The ideal candidate is a hands-on, business-oriented FP&A professional who can analyze technology expenses, identify cost-saving opportunities, evaluate ROI, and communicate actionable recommendations to senior leadership.
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Deep technical IT expertise is not required. Candidates from SaaS, technology, financial services, consulting, or mid-sized organizations are encouraged to apply.
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Key Responsibilities
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- Own forecasting, annual budgeting, and long-range financial planning for Technology
- Partner directly with the CFO and Technology leadership on financial strategy and decision-making
- Manage and analyze the Technology P&L
- Develop budget vs. forecast reporting, variance analysis, and scenario modeling
- Build financial models and ROI assessments for technology and strategic initiatives
- Create executive-level reporting, dashboards, and financial analytics
- Monitor technology and cloud spending and identify cost optimization opportunities
- Analyze AWS/Azure usage and expenses
- Partner with Procurement on vendor negotiations, contract optimization, and cost reduction
- Evaluate cloud pricing strategies, including Reserved Instances and Savings Plans
- Improve financial processes, expense visibility, and transparency
- Identify opportunities to make variable technology expenses more predictable and manageable
- Serve as a strategic finance business partner to senior Technology and executive leadership
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Qualifications
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- Bachelor's degree in Finance, Accounting, Business Administration, or a related field
- 7+ years of progressive FP&A / financial management experience
- Experience supporting technology or IT organizations from an FP&A perspective
- Strong experience with budgeting, forecasting, variance analysis, and long-range planning
- Demonstrated ability to develop financial models and conduct ROI analyses
- Experience with vendor spend analysis and expense management
- Excellent analytical, communication, presentation, and stakeholder management skills
- Strong problem-solving skills and attention to detail
- Ability to communicate financial insights effectively to senior leadership
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Technology & Cloud Finance Experience
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Experience with the following is highly valued:
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- Managing and forecasting AWS and/or Azure spend
- Cloud pricing models and cost optimization
- AWS Cost Explorer and/or Athena
- Identifying cloud cost savings opportunities
- Reserved Instances and Savings Plans
- Vendor negotiations and contract optimization
- FinOps initiatives or certification
- Technology investment analysis and ROI modeling
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Deep FinOps or technical IT expertise is not required. Strong FP&A fundamentals combined with meaningful technology exposure are most important.
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Systems & Tools
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Experience with the following is a plus:
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- Advanced Excel
- Power BI
- Tableau
- AWS Cost Explorer
- Athena
- Business Central or other ERP systems
- Coupa
- Anaplan
- Python
- SQL
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Preferred Background
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We are particularly interested in candidates with experience in:
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- SaaS or technology companies
- Mid-sized organizations
- Financial services or investment management
- Consulting firms with strong FP&A practices
- Broad, hands-on FP&A roles with significant business partnering responsibilities
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Candidates from other industries will also be considered if they have strong FP&A fundamentals and meaningful technology/IT exposure.
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The Opportunity
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This is a highly visible opportunity to work directly with the CFO and senior Technology leadership and have a meaningful impact on technology financial strategy.
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The successful candidate will help shape how Technology budgets and invests resources, improve cost transparency, identify savings opportunities, and provide financial insight that supports strategic decision-making.