Finance Manager

CBTS; United States; On-site; USD 105,000 - 120,000; Full time

Benefits offered by this job

Competitive salary and benefits package

Opportunities for professional growth

Collaborative work environment

Job summary

CBTS is seeking a Finance Manager to enhance financial planning, forecasting, and reporting. The role requires strong analytical skills, with a focus on driving cost discipline and providing actionable insights across the organization.

A Bachelor’s degree in finance or accounting and at least 6 years of relevant experience are essential. The position is hybrid, offering a competitive salary between $105,000 and $120,000, along with benefits and growth opportunities.

Qualifications

• 6+ years of progressive experience in finance or accounting roles.
• Strong understanding of P&L structures and financial analysis.
• Ability to synthesize large volumes of data into actionable insights.

Responsibilities

• Lead financial planning, forecasting, and budgeting processes.
• Manage company-wide financial reporting needs.
• Support internal and external management reporting requirements.

Skills

Financial modeling

P&L analysis

Data fluency

Excel proficiency

Communication skills

Education

Bachelor’s degree in finance or Accounting

MBA or CPA preferred

Tools

OneStream

SAP

Excel

Job description

Job Title: Finance Manager

Location: [Cincinnati / Hybrid]

Department: Finance

Reports to: [Sr. Director FP&A]

Position Summary

CBTS is seeking a detail‑oriented and highly analytical Finance Manager 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 to enhance forecasting accuracy, drive cost discipline, and deliver actionable insights within a technology and professional services environment.

Key Responsibilities

• Lead financial planning, forecasting, and budgeting processes for SG&A departments
• Support monthly Selling and Marketing close – analyze financial performance and provide actionable insights
• Manage company‑wide financial reporting needs for the Finance department, ELT, and Board, ensuring timely, accurate, and consistent delivery
• Manage planning cycles in OneStream
• Manage people planning for SG&A department
• 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 KPIs, dashboards, and executive summaries
• Contribute to process improvements, automation initiatives, and reporting standardization efforts
• Manage a team of two, overseeing their day‑to‑day work and providing coaching and professional development

Qualifications

• Bachelor’s degree in finance, Accounting, or related field (MBA or CPA preferred)
• 6+ years of progressive experience in finance or accounting roles
• 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 Skills

• Experience with ERP systems (e.g., SAP, Oracle, NetSuite)
• Experience with CPM/EPM systems (e.g., Hyperion/EPM, OneStream) and reporting tools
• Proven ability to drive process improvements and automation
• Experience in P&L consolidation and executive reporting packages

Why Join Us?

• Competitive salary and benefits package
• Opportunities for professional growth and advancement
• Collaborative and innovative work environment

Salary Range: $105,000 - $120,000