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: Sr Financial Analyst
Location: [Cincinnati / Hybrid]
Department: Finance
Reports to: [Finance Manager]
Position Summary
CBTS is seeking a detail-oriented and highly analytical Sr Financial Analyst to support financial planning, forecasting, reporting, and data-driven decision-making across the organization. This role partners closely with Finance leadership and cross-functional stakeholders, including Sales and Marketing to enhance forecasting accuracy, drive cost discipline, and deliver actionable insights within a technology and professional services environment.
Key Responsibilities
- Support monthly, quarterly, and annual financial forecasting and budgeting processes
- Support monthly Selling and Marketing close, including accrual review, expense tracking, and detailed variance analysis
- Maintain business partnership and reviewing business results with functional leaders
- 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
Required Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- 4+ years of experience in Reporting and Financial Planning & Analysis
- Strong understanding of P&L structures, consolidation, intercompany, and financial analysis
- Demonstrated data fluency, with the ability to extract, interpret, and synthesize large volumes of financial and operational data into clear, actionable insights
- Advanced proficiency in Excel, including financial modeling, pivot tables, and complex formulas (e.g., XLOOKUP, INDEX/MATCH)
- Experience with financial systems (OneStream and SAP preferred)
- Strong communication skills with the ability to effectively partner with business leaders
- High attention to detail and ability to manage multiple priorities in a fast-paced environment
Preferred Qualifications
- Experience in technology, IT services, or professional services organization
- Familiarity with OneStream, Salesforce, SAP, and financial consolidation
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.
The compensation range in this posting reflects the Company’s good‑faith estimate at the time of publication. The applicable base pay range for any individual will be determined based on the candidate’s designated primary work location as well as factors including role scope and responsibilities, required qualifications, and the individual’s experience, education, skills, knowledge, and performance. Certain positions may also be eligible for additional compensation such as discretionary merit increases, bonuses, or sales‑based variable compensation in accordance with applicable plans and role requirements.
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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.
CBTS Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CBTS and has not been reviewed or approved by CBTS.
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Healthcare Strength — Benefits packages are described as including medical, dental, and vision coverage as core components. Health coverage is also characterized as sufficient for many employees’ needs, suggesting a solid baseline offering.
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Career-Linked Recognition & Rewards — Certification and training costs are described as supported, which can increase the total rewards value for skill-building roles. Education and training access is repeatedly positioned as a meaningful part of the overall package.
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Strong & Reliable Incentives — Quarterly team incentive bonuses tied to profitability are described as part of the compensation experience. Variable rewards also appear alongside base pay as a factor that can make total compensation feel more competitive in certain roles.
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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.
