Senior Financial Analyst

Position Summary

CBTS is seeking an experienced Senior Financial Analyst to play a critical role in financial planning, forecasting, and strategic analysis across the organization. This role will partner closely with Finance leadership and business stakeholders to provide data-driven insights that support growth, profitability, and operational excellence within a technology and professional services environment.

Key Responsibilities

• Lead monthly, quarterly, and annual forecasting and budgeting processes
• Develop and maintain complex financial models to support strategic initiatives, pricing, and investment decisions
• Prepare and present executive-level financial reporting, including variance analysis, KPIs, and business insights
• Analyze revenue performance, cost structures, margins, and utilization across professional services, managed services, and recurring revenue models
• Partner with business leaders to evaluate new business opportunities, contracts, and pricing strategies
• Support month-end and quarter-end close activities, ensuring accuracy of financial results
• Identify trends, risks, and opportunities; proactively provide recommendations to leadership
• Improve and automate financial reporting processes and tools to increase efficiency and scalability
• Mentor and provide guidance to junior analysts, as needed

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 5–8+ years of progressive experience in financial analysis, FP&A, or accounting
• Advanced proficiency in Excel (financial modeling, scenario analysis, advanced formulas)
• Strong understanding of financial statements, budgeting, forecasting, and variance analysis
• Proven ability to communicate complex financial concepts to senior leadership
• Strong analytical, organizational, and problem-solving skills

Preferred Qualifications

• Experience in a technology, IT services, SaaS, or professional services organization
• Experience with recurring revenue, project-based services, and utilization-based models
• Proficiency with financial systems and BI tools such as NetSuite, Adaptive, Power BI, Tableau, or similar
• CPA, CFA, or MBA preferred

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.