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

 
 

-- 
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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