Financial Analyst

Job Description

Financial Analyst | CBTS

The Tone:
This is a full-time role at CBTS, located in Cincinnati with a hybrid work model. CBTS is a leading technology solutions provider, serving enterprise and midmarket clients across the United States and Canada with a comprehensive suite of services including Application Modernization, Managed Hybrid Cloud, Cybersecurity, Unified Communications, and Infrastructure solutions. This Financial Analyst position is central to the organization’s strategic operations, supporting crucial financial planning, forecasting, and reporting activities. The role directly contributes to driving profitability, enhancing operational efficiency, and informing strategic growth decisions within CBTS’s technology and professional services environment.

The TL;DR
• Role: Early Career
• Location: Hybrid, Cincinnati, OH
• Pay: $55000–$70000 yearly
• Team: Finance Department, reports to Finance Manager
• Mission: Provide financial insights and support decision-making that drives profitability, operational efficiency, and strategic growth for the organization.
• Tech Stack: Salesforce, OneStream, Power BI

What You’ll Actually Do
• Forecasting & Budgeting: Lead the preparation of comprehensive monthly, quarterly, and annual financial forecasting and budgeting processes to guide organizational financial health.
• Financial Analysis: Conduct in-depth analysis of financial models, perform detailed variance analyses, and identify key trend reports to provide actionable insights for decision-makers.
• Reporting & Insights: Develop and maintain robust management reporting packages for leadership, including key performance indicators (KPIs), interactive dashboards, and concise executive summaries.
• Strategic Partnership: Collaborate closely with business leaders to evaluate new business initiatives, refine pricing strategies, and assess potential investment opportunities across the organization.
• Operational Support: Perform critical month-end close activities, including accruals, thorough revenue analysis, and precise expense tracking, while also conducting ad hoc financial analysis for strategic decisions.

The Must-Haves
• Background: Bachelor’s degree in Accounting, Finance, or a closely related field, demonstrating foundational knowledge for financial analysis and strategic planning.
• Experience: 2–5+ years of dedicated experience in financial analysis, financial planning & analysis (FP&A), or core accounting roles, coupled with proven ability to prepare and interpret financial statements and performance metrics. Strong proficiency in Excel, including advanced financial modeling, pivot tables, VLOOKUP/XLOOKUP functions, and complex formulas is essential.
• Skills: Strong analytical and problem-solving capabilities to dissect complex financial data, excellent communication skills for presenting findings, and the ability to work cross-functionally and effectively explain financial concepts to non-financial stakeholders.
• Bonus: Previous experience within a professional services organization, a proven track record of managing full P&L statements with specific expertise in accounting for Staff Augmentation businesses, and experience with project-based services or utilization-based models. Proficiency with financial systems and business intelligence (BI) tools such as Salesforce, OneStream, or Power BI is also preferred.