Financial Analyst

Role: Financial Analyst

Location: Charlotte, NC/ Iselin, NJ (Hybrid)

Type: Contract

Day-to-Day Job Duties:

• Analyze financial data to support budgeting, forecasting, reporting, and business decisions.
• Develop financial reports, dashboards, and analytical models using Excel, SQL, Power BI, and AI-enabled analytics tools.
• Perform variance, trend, forecasting, and financial performance analysis.
• Validate, reconcile, and maintain financial data across enterprise systems.
• Build and maintain financial models, KPIs, dashboards, and management reports.
• Use AI tools such as Microsoft Copilot, ChatGPT, Power BI Copilot, and similar AI-enabled platforms to accelerate data analysis, reporting, documentation, and business insights.
• Leverage AI to identify trends, anomalies, cost drivers, and opportunities for process improvement.
• Automate recurring financial reports, data analysis, and reporting processes using AI, Python, Power Automate, or other automation tools.
• Collaborate with Finance, Technology, Risk, Operations, and Business teams to deliver data-driven insights.
• Troubleshoot data and reporting issues and support month-end/quarter-end reporting.
• Prepare executive presentations, financial summaries, and recommendations using data and AI-assisted analysis.
• Participate in Agile/Scrum ceremonies and continuous improvement initiatives.

Basic Qualifications:

• 5+ years of experience in Financial Analysis, Business Analysis, Data Analytics, or FP&A.
• 4+ years of experience in financial reporting, budgeting, forecasting, variance analysis, and financial modeling.
• 3+ years of hands-on experience with SQL for data analysis and reporting.
• 4+ years of experience with Microsoft Excel, including advanced formulas, PivotTables, and financial modeling.
• 2+ years of experience with Power BI or similar BI tools.
• 3+ years of experience working with large financial datasets and enterprise systems.
• 2+ years of experience with Python/R or other data analysis and automation tools.
• 2+ years of experience using AI tools for data analysis, reporting, productivity, process automation, or business insights.
• Experience with Microsoft Copilot, ChatGPT, Power BI Copilot, GitHub Copilot, or similar enterprise AI tools is preferred.
• 2+ years of experience with financial systems such as ERP, General Ledger, Treasury, or Investment Management platforms.
• 3+ years of experience working with cross-functional Finance, Technology, Operations, and Business teams.
• 2+ years of experience with Agile/Scrum methodologies.
• Strong knowledge of financial concepts, KPIs, data quality, reconciliation, and management reporting.
• Strong analytical, communication, problem-solving, and stakeholder management skills.

Preferred Qualifications:

• Experience in Banking, Financial Services, Insurance, Wealth Management, or Investment Management.
• Experience with FP&A, Power BI, Tableau, Snowflake, or modern analytics platforms.
• Experience using Generative AI and AI-powered automation to improve financial reporting, forecasting, data analysis, and operational efficiency.
• Familiarity with Microsoft Copilot, ChatGPT Enterprise, Power BI Copilot, Power Automate, or similar enterprise AI solutions.
• Knowledge of responsible AI practices, data privacy, security, governance, and regulatory requirements.