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Finance - Financial Analyst - Intermediate

ICONMA, LLC

Santa Clara, CA

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JOB DETAILS
SALARY
$76.05–$114.07 Per Hour
SKILLS
Analysis Skills, Artificial Intelligence (AI), Automation, Balance Sheet, Business Analysis, Communication Skills, Cross-Functional, Data Analysis, Data Modeling, Data Quality, Data Sets, Decision Support, Detail Oriented, ERP (Enterprise Resource Planning), Executive Assistant Skills , Finance, Financial Analysis, Financial Operations, Financial Planning, Financial Reporting, Financial Statements, Forecasting, Generally Accepted Accounting Principles (GAAP), Health Plan, Microsoft Excel, Microsoft Product Family, Performance Analysis, Problem Solving Skills, Process Improvement, Profit & Loss, Profit & Loss Statements, Quality Management, Variance Analysis
LOCATION
Santa Clara, CA
POSTED
4 days ago
Our client, a Energy Services company, is looking for a Finance - Financial Analyst – Intermediate for their Santa Clara, CA location.
 
Responsibilities:
  • Financial analysis & planning
  • Data analytics & data modeling
  • Experience with automation and AI tools (CoPilot is a plus)
  • 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.
  • 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
 
Requirements:
  • Education :Bachelor’s Degree: Required
  • Experience : Years of Experience: 3+ years
  • Bachelor’s or Master’s degree, preferably in Finance
  • Strong analytical and problem-solving skills, with the ability to structure ambiguous data
  • Advanced Microsoft Excel (modeling, data manipulation, reporting)
  • Strong understanding of financial statements (P&L, Balance Sheet) and GAAP
  • Familiarity with ERP or planning systems
  • 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
 
Why Should You Apply?

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ICONMA, LLC

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