Senior Tech Finance Analyst - Budgets, Dashboards, ROI

Cambridge Associates LLC.; Boston, Northern (MA, KY); Hybrid; USD 102,000 - 137,000; Full time

Job summary

Cambridge Associates LLC in Boston is seeking a Senior Financial Analyst, Technology Finance to serve as the dedicated finance partner to the Technology organization. This role owns budgeting, forecasting, cost management, and financial reporting for technology spend and shapes the standards for technology financial planning, including building out dashboards for self-service insight.

The ideal candidate has 8–10 years of progressive finance experience, with strong IT cost knowledge and hands-on

Qualifications

• 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.

Responsibilities

• 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.
• 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.
• 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.

Skills

Budgeting

Forecasting

Financial analysis

Financial reporting

Dashboards

Executive communication

Education

BA/BS in Finance, Accounting, or related field

MBA preferred

Tools

Power BI

Tableau

Oracle EPM

Hyperion

Anaplan

Workday

SAP

MS Excel

MS Access

Job description

Cambridge Associates LLC in Boston is seeking a Senior Financial Analyst, Technology Finance to serve as the dedicated finance partner to the Technology organization. This role owns budgeting, forecasting, cost management, and financial reporting for technology spend and shapes the standards for technology financial planning, including building out dashboards for self-service insight.

The ideal candidate has 8–10 years of progressive finance experience, with strong IT cost knowledge and hands-on