Financial Reporting Business Analyst

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 a California-based consulting firm that delivers experienced field professionals to construction and utility organizations across the state. We partner with contractors, program owners, and utility clients to provide skilled inspection, construction management, and field support personnel who keep infrastructure projects safe, compliant, and on schedule.

Our team understands the demands of active construction environments, from underground gas and electric infrastructure to large-scale utility programs. By pairing deep industry knowledge with a responsive, hands‑on approach, we help clients maintain quality, meet regulatory requirements, and keep field operations running smoothly on some of California's most critical infrastructure projects.

Job Overview

Title: Financial Reporting Business Analyst
Sector: Information Technology / Business Operations
Seniority: Mid-Level
Location:Oakland, CA
Job Type: Hybrid – 0–3 Days Onsite per Week, Based on Business Needs
Contract Length: 6months+
Compensation: $24-$42/hr

Role Overview

Pivot Point Solutions is seeking a Business Analyst to support financial planning, operational reporting and business process improvements across enterprise technology and security organizations.

This position combines financial analysis with hands‑on reporting and automation responsibilities. The Business Analyst will support monthly variance reporting, annual operating planning, headcount and contractor governance, while developing Power BI dashboards and implementing technology solutions that improve operational efficiency.

The ideal candidate has experience with financial reporting, advanced Excel, Microsoft Power Platform and practical applications of generative AI. This role is well suited for someone who can independently identify opportunities for improvement, develop reporting and automation solutions and demonstrate measurable business value.

Your Day‑to‑Day Activities

Prepare monthly financial reporting, variance analyses and forecasts for assigned business departments.

Support annual operating planning, including budget development, expense forecasting and financial performance tracking.

Develop, maintain and enhance Power BI dashboards that provide visibility into financial and operational metrics.

Monitor headcount, contractor resources and related spending to support workforce planning and governance.

Track financial and operational performance against established budgets, forecasts and business objectives.

Gather and document business requirements for reporting, process improvement and automation initiatives.

Analyze existing workflows and identify opportunities to reduce manual work, improve accuracy and streamline reporting.

Develop automated reporting and workflow solutions using Power BI, Power Automate, Power Apps and other Microsoft technologies.

Apply generative AI tools to improve reporting, automate repetitive tasks and support business operations.

Explore and pilot emerging Power Platform and AI capabilities, including Copilot Studio and AI‑assisted development.

Measure and document time savings, cost reductions and operational improvements resulting from automation initiatives.

Collaborate with finance, technology, cybersecurity and business operations stakeholders to develop practical solutions.

Evaluate business process alternatives and recommend improvements based on operational needs and stakeholder feedback.

Support resource planning for project and baseline activities, including headcount and contractor management.

Maintain documentation for financial reporting processes, dashboards, automated workflows and business requirements.

Present financial insights, reporting metrics and process improvement recommendations to business stakeholders.

Continuously evaluate new tools and approaches to improve the accuracy, efficiency and accessibility of operational reporting.

The Job Requirements

Bachelor's degree in Business Administration, Economics, Data Analytics, Information Systems or a related discipline, or 4+ years of equivalent job‑related experience.

Hands‑on experience with financial reporting, variance analysis, forecasting or operational budget management.

Proficiency in Microsoft Excel, including experience analyzing and reporting financial or operational data.

Direct experience developing or maintaining Power BI dashboards and reports.

Hands‑on experience with Microsoft Power Platform, including Power Automate and Power Apps, along with exposure to Copilot Studio.

Experience using generative AI tools to automate business workflows, reporting or transactional processes, including AI‑assisted development.

Experience gathering business requirements, analyzing operational processes and implementing reporting or automation improvements.

Ability to work within the California utility service territory and attend onsite meetings up to three days per week as business needs require.

You'll Stand Out If You Have

2+ years of experience in business analysis, financial planning, IT business operations or related functions.

Experience using SQL, Python, DAX, Power Query (M), Power Fx or other reporting and automation languages.

Examples of independently developed dashboards, automated workflows or AI‑enabled tools with measurable business results.

Experience supporting utility operations, enterprise technology departments or cybersecurity organizations.

About Pivot Point Solutions

Pivot Point Solutions delivers experienced field professionals to organizations throughout California's construction and utility industries. Our teams support critical infrastructure initiatives by placing inspectors, construction managers, and field personnel who understand the demands of complex, highly regulated construction environments.

We partner with our clients to provide professionals who can integrate quickly with project teams, operate independently in the field, and help ensure projects are completed safely, efficiently, and in full compliance with utility specifications, codes, and quality standards.