Financial Analyst

CB Partners, LLC; Loveland (CO); On-site; USD 70,000 - 85,000; Full time

Job summary

CB Partners, LLC is seeking a Financial Analyst to support planning, reporting, forecasting, and performance analysis across multiple operational areas. The role offers exposure to leadership and data-driven recommendations to inform decisions.

You will partner with operations, build financial models, track KPIs, and contribute to budgeting, long-range planning, month-/quarter-/year-end processes, and strategic reporting to drive business performance.

Qualifications

• 2-5 years of experience in financial analysis, accounting, FP&A, corporate finance, or a related field.
• Strong budgeting, forecasting, and financial reporting knowledge.
• Ability to analyze large datasets and translate findings into business insights.

Responsibilities

• Analyze financial and operational performance to identify trends, opportunities, and risks
• Prepare recurring and ad hoc financial reports for leadership
• Develop forecasts and monitor performance against established goals
• Assist with budgeting, planning, and long-range forecasting activities
• Build and maintain financial models to support business decisions
• Track key performance indicators and provide actionable recommendations
• Partner with operational leaders to improve reporting accuracy and business performance
• Support month-end, quarter-end, and year-end financial processes
• Analyze revenue, expenses, profitability, and overall business performance
• Assist with cash flow planning and financial forecasting
• Identify process improvement opportunities and reporting efficiencies
• Present findings and recommendations to various stakeholders

Skills

Financial analysis

Budgeting & forecasting

Data analysis

Communication skills

Attention to detail

Education

Bachelor's degree in Accounting, Finance, Business

Tools

ERP systems

Financial reporting systems

Dashboard development

Job description

A growing organization is seeking a Financial Analyst to support business planning, financial reporting, forecasting, and performance analysis across multiple operational areas. This role offers broad exposure to leadership and the opportunity to influence decision-making through meaningful financial insights and data-driven recommendations. This is an excellent opportunity for an analytical professional who enjoys partnering with operations, digging into data, identifying trends, and helping leaders make informed business decisions.

Why Consider This Opportunity?

• High visibility across multiple business functions
• Opportunity to work closely with executive leadership
• Exposure to strategic planning and operational performance
• Diverse mix of analysis, reporting, forecasting, and business partnering
• Growing organization with strong long-term potential
• Collaborative, team-oriented environment

Key Responsibilities

• Analyze financial and operational performance to identify trends, opportunities, and risks
• Prepare recurring and ad hoc financial reports for leadership
• Develop forecasts and monitor performance against established goals
• Assist with budgeting, planning, and long-range forecasting activities
• Build and maintain financial models to support business decisions
• Track key performance indicators and provide actionable recommendations
• Partner with operational leaders to improve reporting accuracy and business performance
• Support month-end, quarter-end, and year-end financial processes
• Analyze revenue, expenses, profitability, and overall business performance
• Assist with cash flow planning and financial forecasting
• Identify process improvement opportunities and reporting efficiencies
• Present findings and recommendations to various stakeholders

Required Skills & Qualifications

Must-Have Experience

• 2-5 years of experience in financial analysis, accounting, FP&A, corporate finance, or a related field
• Strong understanding of budgeting, forecasting, and financial reporting
• Ability to analyze large datasets and translate findings into business insights
• Strong analytical and problem-solving skills
• Exceptional attention to detail
• Ability to manage multiple priorities in a fast-paced environment
• Strong verbal and written communication skills
• Ability to work independently and collaboratively across departments

Preferred Experience

• Experience supporting operationally focused or project-driven businesses
• Exposure to forecasting, profitability analysis, and performance reporting
• Experience working with ERP, financial reporting, or enterprise business systems
• Financial modeling and dashboard development experience
• Bachelor's degree in Accounting, Finance, Business Administration, Economics, or a related field preferred
• $70,000-$85,000
• Performance-based incentive opportunities
• Comprehensive medical, dental, and vision coverage
• Retirement savings plan with company contribution
• Paid time off and company holidays
• Professional development and growth opportunities

Equal Opportunity Employer

We are an equal opportunity employer and are committed to creating an inclusive workplace for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, genetic information, or any other status protected by applicable federal, state, or local law.