Financial Reporting & Automation Analyst (Power BI)

Pivot Point Solutions; Oakland (CA); Hybrid; USD 33,000 - 58,000; Full time

Job summary

Pivot Point Solutions is seeking a mid-level Financial Reporting Business Analyst in Oakland, CA. The role combines financial planning, variance analysis, and operational reporting with hands-on development of Power BI dashboards and automation using Power Platform and AI tools.

The position requires strong Excel skills, experience with financial reporting, and the ability to work in a hybrid environment with up to three onsite days per week.

Qualifications

• Bachelor's degree in Business Administration, Economics, Data Analytics, Information Systems or related field, or 4+ years of equivalent experience.
• Hands-on experience with financial reporting, variance analysis, forecasting or operating budget management.
• Proficiency in Microsoft Excel for analyzing and reporting data.
• Direct experience developing or maintaining Power BI dashboards and reports.
• Hands-on experience with Microsoft Power Platform (Power Automate, Power Apps) and Copilot Studio.
• Experience using generative AI tools to automate workflows and reporting.

Responsibilities

• Prepare monthly financial reporting, variance analyses and forecasts for assigned business departments.
• Support annual operating planning, including budget development, expense forecasting and performance tracking.
• Develop, maintain and enhance Power BI dashboards for financial and operational visibility.
• Monitor headcount and contractor spending to support workforce planning and governance.
• Track performance against budgets and forecasts, and document insights for stakeholders.
• Gather and document requirements for reporting, process improvements and automation initiatives.
• Develop automated reporting/workflow solutions using Power BI, Power Automate, Power Apps and related Microsoft tools.

Skills

Financial reporting

Variance analysis

Forecasting

Excel

Power BI

Power Platform

AI tools

Education

Bachelor's degree or 4+ years experience

Tools

Power BI

Power Automate

Power Apps

Copilot Studio

Job description

Pivot Point Solutions is seeking a mid-level Financial Reporting Business Analyst in Oakland, CA. The role combines financial planning, variance analysis, and operational reporting with hands-on development of Power BI dashboards and automation using Power Platform and AI tools.

The position requires strong Excel skills, experience with financial reporting, and the ability to work in a hybrid environment with up to three onsite days per week.