Financial Analyst

Cook & Boardman, LLC; Winston-Salem, Northern (NC, KY); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Dental/vision coverage

401(k) with company match

Paid time off

Mentorship program

Job summary

CBX Solutions in Winston-Salem, NC is seeking a Financial Planning & Analysis professional to support financial reporting, budgeting and forecasting across our multi-location operations. You will develop financial models, perform variance and scenario analyses, and partner with accounting, operations and leadership to drive data-driven decisions.

Strong Excel, Power BI and SQL/T-SQL skills and ERP experience (Microsoft Dynamics) are required.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or Business.
• 2–5+ years in financial planning/analysis in a multi-location business.
• Strong analytical, communication, and storytelling with data.

Responsibilities

• Prepare and review monthly financial statements and forecasts.
• Develop financial models and dashboards to support leadership decisions.
• Collaborate with accounting, operations, and senior management.

Skills

Financial analysis

Budgeting & forecasting

Data visualization

ERP systems

Microsoft Dynamics

SQL / T-SQL

Excel advanced

Communication

Team collaboration

Education

Bachelor’s degree in Finance, Accounting, Economics, or Business

Tools

Microsoft Dynamics

Power BI

SQL/T-SQL

Excel

Job description

1 W 4th St, Winston-Salem, NC 27101, USA

Job Description

Posted Tuesday, August 11, 2026 at 4:00 AM

Build Your Career Where You Matter

Join CBX Solutions, the nation’s leading provider of architectural doors, frames, hardware, specialty products, and complete security integration services.

At CBX Solutions, trust and communication are the foundation of how we work. We foster an inclusive, collaborative culture where your voice is heard, your ideas matter, and your career has room to grow. Whether you're a problem-solver, innovator, or passionate about service, you’ll thrive here. Be part of a team that invests in your future, celebrates your success, and values your contribution.

Why Work With Us?

We’re committed to your success, personally and professionally. You’ll have access to:

• Comprehensive Benefits: Health, dental, vision, prescription coverage, life insurance, and 401(k) with company match.
• Work-Life Balance: Generous paid time off for rest, family, and self-care.
• Career Growth: You’ll benefit from continuous learning, mentorship, and leadership training including access to CBX University, our in-house development program.
• Supportive Culture: Innovation, creativity, and teamwork are at the heart of everything we do.

Resource for the financial reporting, financial analysis and forecasting activities for CBX Solutions. This position will report to the Manager of Financial Planning & Analysis as well as work closely with the Company’s accounting and finance teams.

Essential Functions

• Manage and perform:
  • Financial analytics related to regional and operational budgets
  • Income statement, balance sheet and cash flow analysis
  • Variance, trend, scenario and sensitivity analysis
• Improve and streamline financial processes to deliver best practice
• Measurement and analysis of major business initiatives
• Drive results within organization through delivery and communication of actionable analytics to leadership and throughout the organization as appropriate
• Proactively maintains communications and transparency on analytics
• Special projects and analytical requests
• Develop information analytics / dashboards through data mining within the Company’s ERP
• Other relative duties as assigned

Minimum Qualifications

• Bachelor’s Degree in Finance, Accounting, Economics, or Business, or an equivalent combination of education/experience
• Current and valid US driver’s license preferred
• At least 2-5 years of experience in similar financial and/or planning roles in a complex multi-location business

Knowledge, Skills and Abilities

• Ability to navigate ERP environment, familiarity w/ transforming reports, data and graphs into presentations that effectively communicate issues; experience with Microsoft Dynamics a plus
• Analytical experience using Excel, T-SQL, and/or other BI reporting tools; PowerBI experience a plus
• Query and report development experience using database tools to extract/integrate data from data-marts and/or cubes into Microsoft Excel or other BI reporting tools
• A working knowledge of and experience in financial planning & analysis processes to evaluate M&A opportunities, analyze complex operating budgets, capital appropriation requests & other business proposals
• Experience in developing financial models and related analytics
• Ideal candidates will have strong operational accounting and financial reporting skills
• Ability to build strong working relationships at all levels
• Effective Communication: an articulate person who will be effective in communicating with people at all levels of the organization
• Detail Oriented and Team Focused

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk, hear and see. The employee frequently is required to stand; walk; use hand to handle or feel; and reach with hands and arms.

Work Environment

This job operates primarily in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. May occasionally require driving to project sites.

Qualification Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Equal Opportunity Employer

CBX Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

We are a VEVRAA Federal Contractor and give priority referral to protected veterans. We are committed to taking affirmative action to employ and advance in employment qualified minorities, women, individuals with disabilities, and protected veterans.

1 W 4th St, Winston-Salem, NC 27101, USA