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.
Job Title: Senior Financial Analyst
Location: [Cincinnati, OH / Remote]
Department: Finance
Reports to: Finance Manager
Position Summary
CBTS is looking for a Senior Financial Analyst to drive financial planning and analysis for our fastest-growing line of business. In this high-visibility role, you will take full P&L ownership — managing Revenue, Cost of Provided Services (COPS), and Operating Expenses — while serving as a strategic finance partner to the Professional Services leadership team. You will deliver the data-driven insights necessary to scale our technology and professional services operations, directly influencing the company’s growth and profitability. We are looking for a proactive thinker who can translate complex data into actionable strategies that fuel growth, profitability, and operational excellence.
Key Responsibilities
- Revenue Analysis: Conduct deep-dive analysis on project-based revenue streams; track results, KPIs, trends and new business contributions
- Lead COPS Optimization: Monitor the Cost of Provided Services, focusing on labor utilization rates and expenses to protect gross margins
- Process Improvement: Streamline financial workflows and automate reporting tools to reduce manual data reconciliation and increase analytical bandwidth
- Lead monthly close processes for professional services organization and ensure accuracy of results
- Lead monthly, quarterly, annual forecasting and budgeting processes
- Develop and maintain complex financial models to support strategic initiatives and investment decisions
- Prepare and present executive-level financial reporting, including variance analysis, and business insights
- Meet regularly with business operations and maintain active partnerships with operational leaders & cross-functional peers
- Partner with operations to maintain data integrity of projects within Salesforce PSA
- Identify trends, risks, and opportunities; proactively provide recommendations to leadership
- Review pricing models before presentation to customer
- Mentor and provide guidance to junior analysts, as needed
Required Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- 3-5+ years of progressive experience in FP&A environment
- Advanced proficiency in Excel (financial modeling, scenario analysis, advanced formulas)
- Strong understanding of financial statements, budgeting, forecasting, and variance analysis
- Strategic Partnership: Demonstrated ability to influence business partners and stakeholders through financial modeling and data-driven storytelling.
- Proven ability to communicate complex financial concepts to senior leadership
- Strong analytical, organizational, and problem-solving skills
Preferred Qualifications
- Experience in a professional services organization
- Proven track record of managing full P&L statements, with a deep understanding of Revenue recognition, COPS, and OPEX
- 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 comprehensive benefits
- Exposure to senior leadership and strategic decision-making
- Opportunity to influence business outcomes in a growing organization
- Collaborative, fast-paced, and results-driven culture
- Career advancement opportunities
About CBTS
CBTS is a leading technology solutions provider delivering cloud, infrastructure, security, and professional services that enable organizations to modernize and transform their IT environments.
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.
Top Skills
What We Do
CBTS serves enterprise and midmarket clients in all industries across North America. We combine deep technical expertise with a full suite of flexible technology solutions—including Application Modernization, Managed Hybrid Cloud, Cyber Security, 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, we are your trusted partner. CBTS stays at the forefront of technology trends in order to offer best-of-breed solutions to our clients. We partner with all leading technology manufacturers across the broad IT landscape and offer customized solutions to achieve our clients’ measurable business outcomes. Clients leverage our flexible OpEx or CapEx delivery model to: • Enable collaboration, workforce mobility, and omni-channel customer experience. • Modernize E-Commerce platforms, web presence, and applications to digitally transform their businesses. • Improve data protection and security strategies that address ongoing cyber threats and meet industry compliance requirements. • Implement cloud strategies that improve business agility, speed to market, and reduce costs. • Manage technology infrastructure and maintain 24x7x365 operational uptime.
