Financial Analyst || NC/NJ.

Role: Financial Analyst

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

Duration: long term contract

Required Skills:

• Minimum 10+ years of overall experience.
• 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 Skills:

• 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.

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