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Solution Lead / Solution Director Full-Time | Columbus, OH · Chicago, IL · Cincinnati, OH · Dallas, TX · Phoenix, AZ | Senior Level About the Role We are seeking a high-impact Solution Lead / Solution Director to shape a…
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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 Moderni…
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$55k–$70k/yr
Full-time
bachelor degree
Competitive Compensation, Benefits Package, Career Growth And Development Opportunities
Posted 46d ago
~40 hrs/week
Responsibilities
The Financial Analyst will support financial planning, forecasting, and reporting to drive profitability and operational efficiency. Key duties include preparing financial models, managing month-end close activities, and partnering with business leaders on strategic initiatives.
Requirements
Candidates must have a bachelor's degree in Finance, Accounting, or a related field and 2-5+ years of experience in financial analysis or FP&A. Strong proficiency in Excel and the ability to communicate financial concepts to non-financial stakeholders are required.
Full job description
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.
Job Title: Financial Analyst
Location: [Cincinnati / Hybrid]
Department: Finance
Reports to: [Finance Manager]
Position Summary
CBTS is seeking a detail-oriented and analytical Financial Analyst to support financial planning, forecasting, reporting, and decision-making across the organization. This role will partner closely with Finance leadership, business unit leaders, and cross-functional teams to provide insights that drive profitability, operational efficiency, and strategic growth within a technology and professional services environment.
Key Responsibilities
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
Required Qualifications
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
Preferred Qualifications
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
·
What We Offer
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
About CBTS
CBTS is a leading technology solutions provider delivering cloud, infrastructure, security, and professional services to enterprise and mid-market clients. We help organizations transform their IT environments and drive meaningful business outcomes.
Salary $55,000-$70,000
The compensation range in this posting reflects the Company’s good‑faith estimate at the time of publication. The applicable base pay range for any individual will be determined based on the candidate’s designated primary work location as well as factors including role scope and responsibilities, required qualifications, and the individual’s experience, education, skills, knowledge, and performance. Certain positions may also be eligible for additional compensation such as discretionary merit increases, bonuses, or sales‑based variable compensation in accordance with applicable plans and role requirements.
The compensation range in this posting reflects the Company’s good‑faith estimate at the time of publication. The applicable base pay range for any individual will be determined based on the candidate’s designated primary work location as well as factors including role scope and responsibilities, required qualifications, and the individual’s experience, education, skills, knowledge, and performance. Certain positions may also be eligible for additional compensation such as discretionary merit increases, bonuses, or sales‑based variable compensation in accordance with applicable plans and role requirements.
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.
CBTS designs, builds & operates technology foundations that power growth and innovation across North America.
Industry
IT Services and IT Consulting
Company size
1,001-5,000 employees
Founded
1994
Headquarters
Cincinnati, Ohio
LinkedIn followers
611,676
CBTS serves enterprise and midmarket clients in all industries across North America. We combine deep technical expertise with a full suite of flexible technology solutions including AI, Data, Cloud, Digital Workplace, Network, Infrastructure, and Security solutions. From developing and deploying modern applications and the secure, scalable platforms on which they run, to managing, monitoring, and optimizing their operations, CBTS is your trusted long-term partner. We make our clients heroes.
Offices: 25 Merchant St., Cincinnati, Ohio 45246, US · 5 Penn Plaza, 14th Floor, New York, New York 10001, US · 50 Kirts, Suite C, Troy, Michigan 48084, US · 5900 Landerbrook Dr, Corporate Center 1, Suite 320, Mayfield Heights, Ohio 44124, US · 510 E 96th St., Suite 150, Indianapolis, Indiana 46240, US
Application ModernizationManaged CloudCybersecurityUnified CommunicationsInfrastructure SolutionsManaged Servicesand IT ConsultingInformation TechnologyService IndustryConsulting
CBTS designs, builds & operates technology foundations that power growth and innovation across North America.
Industry
IT Services and IT Consulting
Company size
1,001-5,000 employees
Founded
1994
Headquarters
Cincinnati, Ohio
LinkedIn followers
611,676
CBTS serves enterprise and midmarket clients in all industries across North America. We combine deep technical expertise with a full suite of flexible technology solutions including AI, Data, Cloud, Digital Workplace, Network, Infrastructure, and Security solutions. From developing and deploying modern applications and the secure, scalable platforms on which they run, to managing, monitoring, and optimizing their operations, CBTS is your trusted long-term partner. We make our clients heroes.
Offices: 25 Merchant St., Cincinnati, Ohio 45246, US · 5 Penn Plaza, 14th Floor, New York, New York 10001, US · 50 Kirts, Suite C, Troy, Michigan 48084, US · 5900 Landerbrook Dr, Corporate Center 1, Suite 320, Mayfield Heights, Ohio 44124, US · 510 E 96th St., Suite 150, Indianapolis, Indiana 46240, US
Application ModernizationManaged CloudCybersecurityUnified CommunicationsInfrastructure SolutionsManaged Servicesand IT ConsultingInformation TechnologyService IndustryConsulting