Senior Financial Analyst, Technology - FP&A

Cambridge Associates LLC; Boston (MA); On-site; USD 102,000 - 137,000; Full time

Job summary

Cambridge Associates, a global investment firm headquartered in Boston, seeks a Senior Financial Analyst for Technology Finance to own budgeting, forecasting, cost management, and financial reporting for the IT portfolio. This high-visibility role shapes standards for technology FP&A and builds dashboards turning data into executive insights.

You will partner with IT leadership, drive transparency into spend, and support strategic investments with clear, actionable analyses and cross-functional

Qualifications

• Experience in budgeting, forecasting, and financial reporting in a complex organization.
• Experience supporting IT or technology functions is preferred.
• Strong understanding of IT financial management concepts and cost structures.

Responsibilities

• Develop and manage annual technology budget across IT domains.
• Own monthly and quarterly forecasting and analyze variances.
• Build driver-based financial models for scenario planning and ROI.
• Track project financials and ensure governance standards.
• Create dashboards and recurring reports for IT leadership and executives.

Skills

Budgeting

Forecasting

Financial reporting

IT financial management

Dashboards / BI

Cross-functional collaboration

Presentation skills

Project leadership

Education

BA/BS in Finance or Accounting

MBA preferred

Tools

Power BI

Tableau

Oracle EPM

Hyperion

Anaplan

Workday

SAP

MS Excel

MS Access

Job description

Firm Overview

Cambridge Associates (CA) is a leading global investment firm. CA’s goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting. Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit www.cambridgeassociates.com.

Job Description Summary

The Senior Financial Analyst, Technology Finance reports to the Managing Director, Financial Planning & Analysis and serves as the dedicated finance partner to the Technology organization. This is a senior individual contributor role for a highly experienced analyst ready to own a function end to end: budgeting, forecasting, cost management, and financial reporting for technology spend. The role shapes the standards for technology financial planning, drives transparency into spend, and supports strategic investment decisions across the IT portfolio. An important element of this role is building out financial dashboards. The Senior Financial Analyst will design and maintain the reporting and visualization tools that turns financial data into self-service insight for business leaders, establishing the key financial indicators, refresh discipline, and data integrity behind them. While the initial focus is technology spend and ROI, this dashboard and reporting work is expected to extend beyond IT to other business areas and firmwide financial reporting over time. This is a highly visible role that requires a strong blend of financial acumen and technology business knowledge, with regular exposure to IT leadership, Finance, and Executive Management. The ideal candidate works with minimal oversight in a fast-paced, collaborative environment and communicates complex financial information clearly to both finance and non-finance audiences.

Job Description

Primary Duties

• Partner with IT leadership to develop and manage the annual technology budget, including capital and operating expenditures across all technology domains.


• Own the monthly and quarterly forecasting processes, identifying variances and separating timing from structural drivers.


• Build and maintain driver-based financial models supporting scenario planning, investment prioritization, and cost optimization.


• Track project financials, including actuals versus budget, capitalization rates, and return on investment, and apply firm-wide budget governance standards.

Dashboards, Reporting and Analysis

• Build and maintain dashboards and recurring reporting for IT leadership, Finance, and senior stakeholders, including materials that feed CFO and Executive Management reviews.


• Analyze spend trends, vendor costs, and headcount-related expenses to identify savings opportunities and efficiency gains.


• Support month-end and year-end close with the Accounting team, and maintain records of IT assets, software licenses, and contracts for reporting and audit requirements.


• Provide ad hoc financial analysis and decision support for strategic initiatives and business cases.

Business Partnership and Process Improvement

• Serve as the primary Finance liaison to IT leadership, translating financial data into clear, actionable insights for non-finance audiences.


• Operate as an embedded participant in technology planning and prioritization forums, business reviews, and initiative governance.


• Collaborate with Procurement and Vendor Management on contract renewals and cost opportunities.


• Lead process improvement and automation of reporting and forecasting workflows, including the practical application of artificial intelligence, and serve as a subject matter expert on IT financial management best practices.


• Support cross-functional initiatives related to technology investment planning, chargeback models, and cost allocation frameworks.

Qualifications and Skills

• BA/BS in Finance, Accounting, or a related field required.


• MBA preferred.


• 8-10 years of progressive finance experience, including at least 3 years supporting a technology or IT function; asset or wealth management industry background preferred.


• Strong understanding of IT financial management concepts, including capital versus operating expense treatment, software capitalization (ASC 350-40), cost allocation, and technology cost structures such as cloud consumption, software licensing, capitalized development, and contractor versus employee economics.


• Demonstrated experience with budgeting, forecasting, and financial reporting in a complex, matrixed organization.


• Advanced working knowledge of MS Excel is essential (including a full understanding of pivot tables and reference logic) and a basic understanding of MS Access and query logic.


• Hands-on experience building dashboards and reports in business intelligence tools (e.g., Power BI, Tableau) and AI platforms.


• Proficiency with financial planning tools and ERP systems (e.g., Oracle EPM, Hyperion, Anaplan, Workday, SAP); experience with IT financial management platforms a plus.


• Proven ability to lead projects and processes independently and influence decisions across functions without formal authority.


• Strong oral, written, and presentation skills; able to produce executive-ready materials that lead with insight, paired with a definitive emphasis on quality control: numbers tie, formats are clean, and nothing goes unchecked.


• Highly organized, adaptable, and self-motivated; works well with new or ambiguous information, competing priorities, and visible senior exposure while maintaining accuracy.


• Strong team orientation, enjoys rolling up sleeves to resolve complex undertakings, and holds the highest standards of honesty, integrity, and confidentiality.

Base salary range for this role: Pay Range Minimum: 101900 Pay Range Maximum: 136500

• In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package.

The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.

Since our founding in 1973, we have been a market leader in building diversified investment portfolios. With 13 offices around the globe and a world-class network of managers, we offer the scale, resources, and networks of a global firm, coupled with the trust, independence, and personal attention of a boutique firm.

Wherever you are in your career journey, we offer a wide range of opportunities and a truly collaborative, diverse environment. Our work helps our clients do good in the world, and we embrace the opportunity to contribute to their positive impact.

If you need a reasonable accommodation during your application process, please submit a request to [e-mail] that includes your first and last name, email, and type of accommodation(s) requested. If you need a reasonable accommodation for an interview that is already scheduled, please consult with your recruiter.