Technical Financial Analyst

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Technical Financial Analyst in United States.

This role combines advanced financial analysis with cutting-edge IT and AI capabilities, focusing on automation, forecasting accuracy, and intelligent reporting. You will design dynamic Excel models, integrate them with Power BI dashboards, and leverage Microsoft Business Central for seamless monthly close and KPI reporting. The Technical Financial Analyst will lead initiatives to embed AI agents into financial workflows, streamline data processes using Power Automate, and provide actionable insights to support strategic decision-making. You will work closely with Finance, Accounting, and FP&A teams in a fully remote environment, with a focus on modernizing financial processes and maximizing operational efficiency. This role is ideal for someone who thrives at the intersection of finance and technology, enjoys problem-solving, and is passionate about AI-driven automation.

• Build and maintain complex, dynamic financial models in Excel, integrating monthly actuals and KPI data.
• Develop dashboards and visualizations in Power BI to communicate forecasts, trends, and performance.
• Implement automated workflows using Power Automate and Power Query to streamline reporting cycles.
• Deploy AI agents and leverage Microsoft Co-pilot to summarize KPIs, generate narratives, and enhance decision-making.
• Rebuild and optimize financial models to incorporate automation, GenAI features, and new tools within Microsoft Dynamics/Business Central.
• Collaborate with Accounting and FP&A teams to ensure data consistency, reporting standards, and alignment across functions.
• Lead process improvement initiatives, train colleagues, and promote adoption of AI-driven financial workflows.

• Bachelor’s degree in Finance, Accounting, Information Systems, or related field (Master’s preferred).
• 5+ years of financial analysis experience with strong technical proficiency.
• Expert-level Excel skills, including dynamic arrays, VBA/macros, and Power Query.
• Hands-on experience with Power BI, Power Automate, and Microsoft Business Central.
• Experience building and maintaining automated forecasting models and integrating data across systems.
• Knowledge of GenAI tools and Microsoft Co-pilot for financial workflows.
• Strong understanding of accounting close processes and KPI frameworks.
• Excellent communication, collaboration, and problem-solving skills.

• Experience with AI agent development or prompt engineering.
• Knowledge of DAX and M language for Power BI.
• Familiarity with cloud-based data platforms and APIs.
• Background in ERP automation or financial systems integration.

• Fully remote position with flexible work environment.
• Competitive compensation package.
• Opportunities to work with advanced financial modeling and AI technologies.
• Professional growth in modern, tech-driven finance operations.
• Collaborative and inclusive team culture.

Why Apply Through Jobgether?

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

 Why Apply Through Jobgether? 

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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