Sales Executive responsible for developing new business opportunities and managing existing relationships in financial services. Requires outside sales experience and effective communication skills.
About the role
- Financial Analyst supporting financial planning and reporting for CBTS, a technology solutions provider. Partnering with business leaders to drive profitability and operational efficiency.
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
Requirements
- 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.
Benefits
- 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
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