Finance Manager | FP&A Leader, OneStream & Insights

CBTS; Cincinnati (OH); Hybrid; USD 105,000 - 120,000; Full time

Job summary

CBTS is seeking a detail-oriented Finance Manager to lead financial planning, forecasting, reporting, and data-driven decision-making across the organization in a hybrid Cincinnati setting.

You will partner with Finance leadership to enhance forecasting accuracy, drive cost discipline, and deliver actionable insights within a technology and professional services environment, including managing a two-person team and coordinating cross‑functional inputs.

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.
• Advanced proficiency in Excel, including financial modeling, pivot tables, and complex formulas.
• Experience with financial systems (OneStream and SAP preferred).
• Strong communication skills with the ability to partner with business leaders.
• High attention to detail and ability to manage multiple priorities in a fast-paced environment.

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
• Mange the 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 KPI’s, 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

Skills

Financial modeling

Data fluency

Advanced Excel

Communication skills

Financial analysis

Cross-functional partnership

Education

Bachelor’s degree in finance or accounting

MBA or CPA preferred

Tools

OneStream

SAP

Excel

Job description

CBTS is seeking a detail-oriented Finance Manager to lead financial planning, forecasting, reporting, and data-driven decision-making across the organization in a hybrid Cincinnati setting.

You will partner with Finance leadership to enhance forecasting accuracy, drive cost discipline, and deliver actionable insights within a technology and professional services environment, including managing a two-person team and coordinating cross‑functional inputs.