CBTS

Senior Financial Analyst

CBTS

full-time

Posted on:

Location Type: Remote

Location: United States

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Job Level

Senior

Tech Stack

Tableau

About the role

  • 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

Requirements

  • 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
  • Experience in a technology, IT services, SaaS, or professional services organization (preferred)
  • Experience with recurring revenue, project-based services, and utilization-based models (preferred)
  • Proficiency with financial systems and BI tools such as NetSuite, Adaptive, Power BI, Tableau, or similar (preferred)
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial modelingforecastingbudgetingvariance analysisfinancial statementsanalytical skillsproblem-solving
Soft Skills
communicationorganizational skillsmentoring
Certifications
CPACFAMBA