What are the responsibilities and job description for the Director - IT Finance position at Madison-Davis, LLC?
About the Opportunity
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.
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.
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.
Deep technical IT expertise is not required. Candidates from SaaS, technology, financial services, consulting, or mid-sized organizations are encouraged to apply.
Key Responsibilities
- 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
Qualifications
- 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
Technology & Cloud Finance Experience
Experience with the following is highly valued:
- 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
Deep FinOps or technical IT expertise is not required. Strong FP&A fundamentals combined with meaningful technology exposure are most important.
Systems & Tools
Experience with the following is a plus:
- Advanced Excel
- Power BI
- Tableau
- AWS Cost Explorer
- Athena
- Business Central or other ERP systems
- Coupa
- Anaplan
- Python
- SQL
Preferred Background
We are particularly interested in candidates with experience in:
- 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
Candidates from other industries will also be considered if they have strong FP&A fundamentals and meaningful technology/IT exposure.
The Opportunity
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.
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.