Financial Analyst

CBTS • Cincinnati, OH

3h • $55,000 - $70,000 • Hybrid

About The Position

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.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field
• 2–5+ years of experience in financial analysis, FP&A, or accounting
• Strong proficiency in Excel (financial modeling, pivot tables, VLOOKUP/XLOOKUP, formulas)
• 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

Nice To Haves

• 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

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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees