Senior Financial Analyst

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.