Financial Analyst

CBTS is a leading technology solutions provider delivering cloud, infrastructure, security, and professional services to enterprise and mid-market clients. The Financial Analyst will support financial planning, forecasting, reporting, and decision-making across the organization, partnering closely with Finance leadership and business unit leaders to provide insights that drive profitability and strategic growth.

What you'll do:

• 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

What they're looking for:

• 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
• 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

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