Financial Reporting Business Analyst
About The Position
Pivot Point Solutions is seeking a mid-level Business Analyst to support financial planning, operational reporting, and business process improvements across enterprise technology and security organizations. The position combines financial analysis with hands-on reporting and automation. The analyst will support monthly variance reporting, annual operating planning, headcount and contractor governance, and the development of Power BI dashboards and technology solutions that improve operational efficiency. The role involves working with finance, technology, cybersecurity, and business operations stakeholders to develop practical solutions, improve reporting and workflows, and demonstrate measurable business value. The position is hybrid in Oakland, California, with 0–3 onsite days per week based on business needs, and a contract length of 6 months or more.
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 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, and 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.
Nice To Haves
- 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.
Responsibilities
- Prepare monthly financial reports, 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 for financial and operational metrics.
- Monitor headcount, contractor resources, and related spending to support workforce planning and governance.
- Track financial and operational performance against budgets, forecasts, and business objectives.
- Gather and document business requirements for reporting, process improvement, and automation initiatives.
- Analyze existing workflows and identify ways 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 tools and approaches to improve the accuracy, efficiency, and accessibility of operational reporting.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
