Financial Analyst

CBTS; Cincinnati (OH); Hybrid; USD 55,000 - 70,000; Full time

Benefits offered by this job

Competitive compensation and benefits package

Opportunity to work with a growing organization

Career growth and development opportunities

Job summary

A leading technology solutions provider is seeking a detail-oriented Financial Analyst in Cincinnati to support financial planning and decision-making. This role involves analyzing revenue and costs, preparing financial forecasts, and working closely with business leaders. Candidates should have a Bachelor's degree in Finance or Accounting and 2–5 years of experience in financial analysis. The company offers a competitive salary between $55,000 and $70,000, along with opportunities for career growth in a dynamic environment.

Qualifications

• 2–5+ years of experience in financial analysis, FP&A, or accounting.
• Experience preparing and interpreting financial statements and performance metrics.
• Ability to work cross-functionally and explain financial concepts to non-financial stakeholders.

Responsibilities

• Prepare monthly, quarterly, and annual financial forecasting and budgeting processes.
• Prepare and analyze financial models, variance analyses, and trend reports.
• Continuously improve financial processes, tools, and reporting efficiency.

Skills

Analytical skills

Problem-solving skills

Communication skills

Education

Bachelor’s degree in Accounting, Finance, or related field

Tools

Salesforce

OneStream

Power BI

Job description

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 .

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

Position Summary

CBTS is seeking a detail-oriented and analytical Financial Analyst to support financial planning, forecasting, reporting, and decision-making across the organization. This role will partner closely with Finance leadership, business unit leaders, and cross-functional teams to provide insights that drive profitability, operational efficiency, and strategic growth within a technology and professional services environment.

Key Responsibilities

• Prepare monthly, quarterly, and annual financial forecasting and budgeting processes
• Prepare and analyze financial models, variance analyses, and trend reports
• Develop and maintain management reporting for leadership, including KPIs, dashboards, and executive summaries
• Analyze revenue, cost drivers, margins, and utilization related to professional services, managed services, and recurring revenue models
• Partner with business leaders to evaluate new initiatives, pricing strategies, and investment opportunities
• Prepare month‑end close activities, including accruals, revenue analysis, and expense tracking
• Perform ad hoc financial analysis to support strategic and operational decisions
• Ensure data accuracy and integrity across financial systems and reports
• Continuously improve financial processes, tools, and reporting efficiency

Required Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field
• 2–5+ years of experience in financial analysis, FP&A, or accounting
• Experience preparing and interpreting financial statements and performance metrics
• Strong analytical, problem‑solving, and communication skills
• Ability to work cross‑functionally and explain financial concepts to non‑financial stakeholders

Preferred Qualifications

• Experience in a professional services organization
• Proven track record of managing full P&L statements, with a deep understanding of accounting for Staff Augmentation business
• Experience with project‑based services, and utilization‑based models
• Proficiency with financial systems and BI tools such as Salesforce, OneStream, Power BI or similar

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.

Salary $55,000-$70,000

Due to U.S. Government requirements applicable to foreign‑owned telecommunications providers, non‑US citizens may be required to submit to an extensive government agency background check which will necessitate disclosure of sensitive Personally Identifiable Information.