AI-Driven Financial Analyst (Hybrid) | FP&A & Dashboards

VDart Inc; Woodbridge Township (NJ); Hybrid; USD 90,000 - 120,000; Full time

Job summary

VDart Inc. is seeking a Financial Analyst to support budgeting, forecasting, reporting, and business decisions across a hybrid work setup (Charlotte, NC / Iselin, NJ).

The contract role requires extensive data analysis, model building, and AI-assisted insights using Excel, SQL, Power BI, Copilot, and related tools. The ideal candidate will bring 5+ years in Financial/Business Analysis, 3+ years with SQL, 4+ years of Excel expertise, and experience with Power BI and AI-enabled analytics.

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.
• 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.

Responsibilities

• 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.

Skills

Financial Analysis

Data Analytics

SQL

Excel

Power BI

Python/R

AI tools

Agile/Scrum

Stakeholder management

Tools

Power BI

Job description

VDart Inc. is seeking a Financial Analyst to support budgeting, forecasting, reporting, and business decisions across a hybrid work setup (Charlotte, NC / Iselin, NJ).

The contract role requires extensive data analysis, model building, and AI-assisted insights using Excel, SQL, Power BI, Copilot, and related tools. The ideal candidate will bring 5+ years in Financial/Business Analysis, 3+ years with SQL, 4+ years of Excel expertise, and experience with Power BI and AI-enabled analytics.