Senior Financial Analyst

CBTS serves enterprise and midmarket clients in all industries across the United States and Canada. CBTS combines deep technical expertise with a full suite of flexible technology solutions--including Application Modernization, Managed Hybrid Cloud, Cybersecurity, Unified Communications, and Infrastructure solutions. From developing and deploying modern applications and the secure, scalable platforms on which they run, to managing, monitoring, and optimizing their operations, CBTS delivers comprehensive technology solutions for its clients' transformative business initiatives. For more information, please visit www.cbts.com.

Job Title: Sr Financial Analyst

Location: [Cincinnati / Hybrid]
Department: Finance
Reports to: [Finance Manager]

Position Summary

CBTS is seeking a detail-oriented and highly analytical Sr Financial Analyst to support financial planning, forecasting, reporting, and data-driven decision-making across the organization. This role partners closely with Finance leadership and cross-functional stakeholders, including Sales and Marketing to enhance forecasting accuracy, drive cost discipline, and deliver actionable insights within a technology and professional services environment.

Key Responsibilities

• Support monthly, quarterly, and annual financial forecasting and budgeting processes
• Support monthly Selling and Marketing close, including accrual review, expense tracking, and detailed variance analysis
• Maintain business partnership and reviewing business results with functional leaders
• Build financial models and conduct ad hoc analysis to support strategic initiatives
• Analyze cost drivers to identify risks, opportunities, and operational efficiencies
• Refresh and maintain full enterprise P&Ls during close and forecast cycles
• Ensure data accuracy and integrity across financial systems and reports
• Support and assist with internal and external management reporting requirements for leadership, including KPI’s, dashboards, and executive summaries
• Contribute to process improvements, automation initiatives, and reporting standardization efforts

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 4+ years of experience in Reporting and Financial Planning & Analysis
• Strong understanding of P&L structures, consolidation, intercompany, and financial analysis
• Demonstrated data fluency, with the ability to extract, interpret, and synthesize large volumes of financial and operational data into clear, actionable insights
• Advanced proficiency in Excel, including financial modeling, pivot tables, and complex formulas (e.g., XLOOKUP, INDEX/MATCH)
• Experience with financial systems (OneStream and SAP preferred)
• Strong communication skills with the ability to effectively partner with business leaders
• High attention to detail and ability to manage multiple priorities in a fast-paced environment

Preferred Qualifications

• Experience in technology, IT services, or professional services organization
• Familiarity with OneStream, Salesforce, SAP, and financial consolidation

What We Offer

• Competitive compensation and benefits package
• Opportunity to work with a growing technology and professional services organization
• Exposure to executive leadership and strategic initiatives
• Collaborative, fast-paced, and results-driven culture
• Career growth and development opportunities

About CBTS

CBTS is a leading technology solutions provider delivering cloud, infrastructure, security, and professional services to enterprise and mid-market clients. We help organizations transform their IT environments and drive meaningful business outcomes.

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