Financial Analyst with Copilot

Hi,

We have a job opportunity for a Financial Analyst with Copilot 22838-1 with one of our clients. If you are interested, please respond with the required details below. We would appreciate it if you could refer an ex-colleague/team member/friend looking for similar roles. Cardinal IT offers a $500 referral bonus for each referral to show appreciation for this gesture.

• Updated Resume:
• Expected rates on W2/C2C:
• Availability to start:

Note: C2C is only open for H1-B candidates
Position: Financial Analyst with Copilot 22838-1 Location Santa Clara, CA
Duration: 6+ Months


Must Have Skills

1. Strong analytical and problem-solving skills, with the ability to structure ambiguous data Technical Skills
2. Advanced Microsoft Excel (modeling, data manipulation, reporting)
3. Strong understanding of financial statements (P&L, Balance Sheet) and GAAP

Good To have Skills

1. Familiarity with ERP or planning systems

The Business Analyst will support the CTO business by partnering with Finance and cross-functional stakeholders to deliver structured insights, reporting, and planning support. The ideal candidate brings strong analytical rigor, the ability to organize and interpret both structured and unstructured datasets, and a proactive approach to supporting planning and decision-making processes.


Key Responsibilities

• Support financial planning and reporting processes
• Maintain and update recurring financial reports, including P&L and Balance Sheet views, supporting company-wide planning cycles
• Assist in forecast updates, variance tracking, and consolidation of inputs across stakeholders
• Performance tracking and variance analysis
• Monitor capital and operating spend versus plan; identify drivers of variance, timing risks, and potential exposure
• Partner with Finance and Operations teams to enable spend and capital reviews
• Process improvement and automation
• Identify opportunities to streamline reporting, improve data quality, and reduce manual effort
• Leverage automation and AI tools (including Copilot) to enhance reporting efficiency and workflow scalability

Required Qualifications & Skills

• Bachelor s or Master s degree, preferably in Finance
• Strong analytical and problem-solving skills, with the ability to structure ambiguous data

Technical Skills

• Advanced Microsoft Excel (modeling, data manipulation, reporting)
• Strong understanding of financial statements (P&L, Balance Sheet) and GAAP
• Familiarity with ERP or planning systems

Additional Skills

• Experience with AI-enabled tools (e.g., Microsoft Copilot) for workflow efficiency is a plus
• Strong attention to detail and data accuracy
• Effective communication skills, with the ability to convey insights clearly to both finance and non-finance stakeholders

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Best Regards,
Abhishek Singh | Manager - Recruitment | Cardinal Integrated Technologies Inc
Direct: +1
Ph: Ext 337
Email:
Linkedin Url:
707 Alexander Rd, Ste 202 Princeton, NJ 08540 USA.
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