Senior Financial Analyst jobs in United States
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CBTS · 7 hours ago

Senior Financial Analyst

CBTS is a leading technology solutions provider delivering cloud, infrastructure, security, and professional services. They are seeking an experienced Senior Financial Analyst to play a critical role in financial planning, forecasting, and strategic analysis across the organization, partnering closely with Finance leadership and business stakeholders to provide data-driven insights that support growth and profitability.

Cloud ComputingCloud InfrastructureConsultingInformation TechnologyService Industry
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Comp. & Benefits

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 insight
Analyze revenue performance, cost structures, margins, and utilization across professional services, managed services, and recurring revenue model
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

Qualification

Financial modelingBudgetingForecastingExcelFinancial analysisVariance analysisFinancial systems proficiencyAnalytical skillsCPACFAMBACommunication skillsOrganizational skillsProblem-solving skills

Required

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

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

Benefits

Competitive compensation
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

Company

CBTS provides end-to-end IT and communications solutions that allow businesses to improve efficiency, enable innovation, and mitigate risk.

Funding

Current Stage
Late Stage
Total Funding
unknown
2024-02-06Acquired

Leadership Team

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Kristin Russell
Chief Executive Officer
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Phil Clark
SVP, National Territory Sales
Company data provided by crunchbase