Senior Financial Analyst

CBTS • Cincinnati, OH

14d • Hybrid

About The Position

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.

Requirements

• 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

Nice To Haves

• Experience in technology, IT services, or professional services organization
• Familiarity with OneStream, Salesforce, SAP, and financial consolidation

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

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