Senior Analyst/Manager of FP&A - Technology Finance

Cherry Bekaert Recruiting & Staffing Services; Virginia (MN); Hybrid; USD 90,000 - 150,000; Full time

Job summary

Cherry Bekaert Recruiting & Staffing Services is assisting our client, a private equity backed software firm in Northern VA, in finding a Senior Analyst or Manager for Technology FP&A. You will partner with the CPO, CTO, and CISO to drive ROI-based decisions, including build-vs-buy analyses and cost optimization, with a hands-on financial modeling focus.

This hybrid in-office role (2-3 days a week) is based in the Dulles VA corridor and reports to the VP, FP&A.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 4+ years in FP&A, corporate finance, or a comparable analytical role; technology, R&D, or product finance a plus.
• Strong financial modeling and Excel skills; proven ability to build business cases (TCO, NPV, payback, sensitivity analysis).
• General understanding of software cost capitalization and opex vs. capex treatment preferred.
• Ability to translate technical roadmaps and infrastructure decisions into financial terms and to partner with senior technical leaders.
• Familiarity with cloud cost management (AWS/Azure/GCP billing), vendor management, and BI tools.

Responsibilities

• Build vs. buy business cases with financial models to inform leadership decisions.
• Identify and quantify savings across cloud, SaaS, and tooling spend; set targets and track realization.
• Roadmap prioritization: attach cost, ROI, and resourcing to initiatives.
• Plan and monitor technology headcount and contractor spend; analyze productivity and build-vs-contract trade-offs.
• Own the operating and capital expense forecast for Product, Engineering, Security, and IT.
• Model and forecast cloud/hosting cost in partnership with Engineering.
• Maintain technology vendor and SaaS portfolio and support renewals and negotiations.
• Deliver monthly technology variance and commentary for leadership reviews.

Skills

Financial modeling

FP&A experience

Excel advanced

Cost optimization

Education

Bachelor's degree in Finance

Tools

BI tools

SQL

Job description

Our client is a leading private equity backed software firm in Northern VA that is seeking a top FP&A professional focusing on partnering with technology operations. Exceeding $300M in gross revenue, growing to $400m+ over the next 18 months with scale, M&A and organic growth.

This role will be either at the Senior Analyst or Manager level and is a hybrid role in the Dulles VA Corridor. Hybrid office role (2-3 days in office) and compensation is up to $150K plus bonus, depending on the level. Reports to a true champion, finance leader!

Senior Financial Analyst or Manager— Technology Finance (Hybrid/On-Sit e) Financial Planning & Analysis | Reports to: VP, FP&A | Partners with: CPO, CTO, CISO

Job Description:

Own the finance partnership for the technology organization — Product, Engineering, Security, and IT. You partner directly with the CPO, CTO, and CISO to turn technology investment into disciplined, ROI-based decisions: building build-vs-buy business cases, driving cost optimization, informing roadmap prioritization, and assessing headcount efficiency. This is a hands-on analytical role for someone equally at home in a financial model and in a product or engineering planning review.

What you will own (Duties and Responsibilities:

• Build vs. buy business cases — build and own the financial models comparing in-house build against third-party / SaaS alternatives — total cost of ownership, payback, NPV, and sensitivity — to inform CPO, CTO, and CISO decisions.
• Cost optimization — identify and quantify savings across cloud / infrastructure, vendor / SaaS, and tooling spend; set targets and track realization.
• Roadmap prioritization — partner with Product and Engineering to attach cost, ROI, and resourcing to roadmap initiatives so investment follows value. This will be in close partnership with the GTM FP&A leader and GTM function.
• Headcount efficiency — plan and monitor technology headcount and contractor spend; analyze productivity, span and layers, and build-vs-contract trade-off
• Opex & capex — own the operating and capital expense forecast for Product, Engineering, Security, and IT, including capitalized software (with Accounting.)
• Cloud & infrastructure — model and forecast cloud / hosting cost; partner with Engineering on unit-cost and efficiency metrics.
• Vendor & SaaS — maintain the technology vendor and SaaS portfolio; support rationalization, renewals, and negotiations with da
• Tax Reporting — deliver the monthly technology variance and commentary into the close cycle; own the tech-finance inputs and slides for leadership reviews.

Perform other ad hoc analysis / duties as assigned.

What you bring (Qualifications)

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 4+ years in FP&A, corporate finance, or a comparable analytical role; technology, R&D, or product finance a plan
• Strong financial modeling and Excel skills; proven ability to build business cases (TCO, NPV, payback, sensitivity analysis).
• General understanding of software cost capitalization (ASC 350-40 / 985-20) and opex vs. capex treatment preferred.
• Ability to translate technical roadmaps and infrastructure decisions into financial terms — and to partner with senior technical leaders and challenge them constructively.
• Familiarity with cloud cost management (AWS / Azure / GCP billing), vendor management, and BI too
• Clear, concise communication; able to turn analysis into a decisions.
• A strong desire to leverage AI tools to automate repeatable tasks, professionalize reporting, and focus on meaningful insights.