The VP will oversee financial strategy for CDW's broad portfolio of solutions-including AI & Data, Digital Enablement, Workplace Modernization, Security & Compliance, and Cloud & Hybrid Infrastructure-and services such as Advisory, Professional, Managed, Infrastructure, Renewals & Warranties, eProcurement, and Talent Orchestration. The VP will lead and develop a team of finance professionals to deliver business results as CDW unites its technology services, solutions, product, and partner management organizations into a single, customer-focused engine to drive growth and innovation. Additionally, the VP will coordinate financial integration of functional cost centers reporting to the CSSO across strategy, digital, and technology.
The ideal candidate will be a highly responsive and distinguished finance professional with 15+ years of progressive experience in high-performing technology services or solutions organizations; a strategic partner who anticipates the needs of operating executives; and an authentic, inspiring leader who thrives in fast-paced, entrepreneurial environmentsThey will bring deep expertise in building financial structure and cadence, evaluating growth opportunities, and driving excellence in financial modeling, forecasting, governance, and reporting. Exceptional communication, partnership, and leadership skills are essential, along with high EQ and IQ, strategic agility, and a collaborative mindset to succeed.
KEY RESPONSIBILITIES:Serve as the finance business partner to the Services and Solutions executive team, providing insights and recommendations driving business strategies, growth and operational excellence.
Strategic Financial Leadership & Business Partnership with Solutions and Services
- Provide strategic finance, forecast, expense and planning analysis and recommendations to the CSSO - from vision to translating financial insights and opportunities into growth and margin decisions
- Drive long-range strategic planning across the full suite of CDW services and solutions including Cloud, Infrastructure, Security, and Digital Transformation businesses
- Partner on pricing, mix, and portfolio strategy for managed and professional services.
- Model new commercial constructs (e.g., consumption-based, subscription, or hybrid contracts) to guide GTM strategy and investor narrative
- Monitor industry trends and market dynamics to identify opportunities and potential risks
Revenue Forecasting, ARR / Retention Modeling, and Growth Analytics- Take a hands-on approach leading forecasting and scenario modeling for recurring and project-based revenues across geographies and customer tiers
- Develop and refine ARR, renewal, and retention models to track churn, upsell, and expansion economics
- Build bookings-to-billings-to-revenue bridges for cloud and services portfolios
- Partner with Sales Ops to align pipeline metrics with forward-looking financial targets
Utilization, Delivery Economics & Cost-to-Serve Analytics- Design and maintain utilization and productivity models across global delivery teams, including billable mix and rate realization
- Track and improve cost-to-serve metrics (labor efficiency, partner spend, automation leverage, delivery cost/unit)
- Benchmark margins by service type (managed, consulting, support, SaaS) to drive accountability and optimization
- Identify automation and AI-enabled efficiency opportunities in service delivery and support operations
Planning, Forecasting and Management Reporting- Oversee the annual operating plans, budgets, rolling forecasts, and quarterly business reviews for all business units
- Ensure consistency across revenue, headcount, and expense planning models with clear variance explanations
- Produce KPI dashboards and executive narratives connecting business performance to strategic priorities (growth, retention, cash flow)
- Integrate leading indicators from CRM and delivery systems (e.g., Salesforce, ServiceNow) into forecast accuracy models
- Streamline planning and reporting processes across teams
- Champion the adoption of advanced data visualization and analytics to communicate complex financial insights
- Build data integrity and single-source-of-truth governance across core systems
- Champion a digital FP&A ecosystem using CDW tools and AI-driven analytics for predictive forecasting
Investment Governance, Resource Allocation & ROI Management- Lead capital allocation and ROI analyses for strategic initiatives (AI services, digital platforms, geo expansion)
- Drive disciplined evaluation of R&D and go-to-market investments, tracking payback, lifetime value, and margin impact
- Collaborate with cross-functional teams to ensure alignment of financial goals with overall business objectives and broader CDW goals
Talent Leadership & Organizational Development- Lead the FP&A organization that supports the CSSO businesses
- Foster a culture of insight generation, continuous improvement, business partnership, innovation, and accountability
- Upskill the team in advanced analytics, cloud unit economics, and scenario modeling
- Set clear objectives, monitor performance, and ensure professional growth opportunities for team members
CANDIDATE REQUIREMENTS/CHARACTERISTICS:The ideal candidate will be a hands-on builder and leader with a high level of immersion in the business, bringing an entrepreneurial and outcome-driven and team-oriented leadership approach. The VP will be a collaborative, cross functional partner with a highly responsive, quick-acting, roll-up sleeves, engaging style with demonstrated expertise in financial planning and analysis, investment optionality, budgeting and forecasting.
Core Baseline Requirements- Understanding of CDW's business and working domain knowledge of the technology ecosystem including services, SaaS solutions, and/or cloud value chains
- Bachelor's degree in Finance, Accounting, or a related field and 15 years of progressive finance experience, including 10+ years in leadership roles or
- MBA in Finance, Accounting, or a related field and 13 years of progressive finance experience, including 8+ years in leadership roles.
- Experience within a Technology organization, including exposure to IT Services, and solutions in high growth areas including Cloud, Data/AI, Security
- Demonstrated experience supporting complex organizations
- Exceptional analytical skills and the ability to interpret complex financial data to drive business strategies, with expertise in data visualization tools and techniques
- Superior proficiency in advanced financial modeling and in using financial software and tools (e.g., regression and real options approach to project modeling)
- Demonstrated experience in budgeting, forecasting, and financial reporting in a fast-paced environment
- Strong business acumen, strategic mindset, and problem-solving skills
- Exceptional communication and presentation abilities, with experience engaging C-suite and board-level stakeholders
- Proven track record of leading and developing high-performing teams
Deep Technology Services and Solutions Finance Operations Expertise- Ability to garner exceptional trust and respect as a financial business partner to the services and solutions organization and CSSO leadership
- Exceptional analytical, financial data, modeling, forecasting, solutioning, and reporting capabilities related to technology services and solutions
- Experience leading and influencing investment decisions and financial plans that drive revenue growth and improved profitability
- Knowledge/understanding of applied Corporate Finance Theory (e.g., capital allocation, risk-weighting of projects/ cash flows, and cost of capital) as it relates to technology services and solutions
Strong Leadership Acumen- Seen as a model leader and player/coach showing passion and ability to adapt to complex and unclear situations
- Proven capability to engender commitment to develop and deliver strategic initiatives.
- Ability to collaborate, work with and influence people across the entire organization
- Agile, flexible, and open-minded leader--manages various and diverse tasks while navigating constant change
- Extremely responsive, highly engaged and motivated to act in a high-paced environment.
- Hands on, roll up sleeve leader that is accountable and takes responsibility for results and outcomes
- Ability to adapt and iterate to changing parameters in a complex organization
Pay range: $ 225,000 - $ 275,000 depending on experience and skill set
Annual bonus target subject to terms and conditions of plan
Benefits overview: https://cdw.benefit-info.com/
Salary ranges may be subject to geographic differentials
CDW is committed to being an AI-fluent organizationAs a leader, you will champion and be accountable for our vision of becoming an AI-fluent organization. We expect leaders to model curiosity, encourage responsible AI adoption, and foster a culture of continuous learning. You don't need deep technical expertise, but you should be comfortable exploring how AI can enhance strategy, decision-making, and team performance. Your role includes guiding others in building confidence and capability with AI tools and practices, while promoting openness to experimentation and shared learning.
Additionally, CDW is committed to fostering an equitable, transparent, and respectful hiring process for all applicants. During our application process, our goal is to understand your experience, strengths, skills, and qualifications. As an AI forward company, we see AI not just as a tool, but as a catalyst for new ways of thinking, creating, and communicating. We encourage candidates to embrace an AI mindset, one that's curious, adaptive, and ready to explore what's possible. We welcome thoughtful use of AI to expand your perspective and elevate how you share your story, while ensuring your application remains rooted in your own background, judgment, and voice.
