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