Senior Financial Analyst

CBTS serves enterprise and midmarket clients in all industries across the United States and Canada. CBTS combines deep technical expertise with a full suite of flexible technology solutions--including Application Modernization, Managed Hybrid Cloud, Cybersecurity, Unified Communications, and Infrastructure solutions. From developing and deploying modern applications and the secure, scalable platforms on which they run, to managing, monitoring, and optimizing their operations, CBTS delivers comprehensive technology solutions for its clients' transformative business initiatives. For more information, please visit www.cbts.com.

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.