Financial Systems BI Manager - Reporting & Operations

About the role

The Financial Systems BI Manager - Reporting & Operations is responsible for managing the business administration, reliability, and continuous improvement of the firm’s reporting platforms with a focus on actuals reporting, dashboards, controls, governance, and financial system processes that support the firm’s reporting.

Responsibilities

• Manages OneStream processes related to actuals, reporting, dashboards, workflow administration, and financial data validation
• Serves as the primary business contact for OneStream actuals reporting, system configuration, report design, process improvements, operational support, and platform release management
• Facilitates business process and reporting requirement sessions to define scope, document requirements, and improve reporting efficiency and control execution
• Coordinates the evaluation, testing, validation, and implementation of OneStream releases, patches, and upgrades to maintain platform stability and compliance with vendor support requirements
• Ensures change control and change management procedures are followed for system changes, report modifications, upgrade activities, and process updates
• Investigates and resolves complex system, reporting, data, and upgrade-related issues by coordinating with appropriate internal and external resources
• Supports vendor relationships and participates in advisory discussions when appropriate and available
• Supports and assists with change management processes that identify reporting, system, and release changes, assess impacts, and support approvals
• Supports team members with troubleshooting and resolving OneStream support tickets
• Supports Cube View design, maintenance, data adapters, and parameter configuration from a business perspective
• Supports Quick View functionality and creates new reporting views as needed
• Supports XFSet data processes, including creation, validation, and loading into OneStream
• Develops and maintains policies, procedures, test scripts, process documentation, release documentation, and control evidence for financial systems operations
• Leads data governance efforts across functional business teams by promoting data integrity, accurate configurations, validation processes, and controlled data ownership
• Engages with Senior Management and Internal Audit to clarify security requests, control requirements, release governance, and process documentation needs
• Supports the development of an effective system maintenance process for applying system updates to stay code compliant, which includes the creation of an integrated project schedule with cross member teams
• Monitors and provides performance feedback of Financial Systems Analysts professionals throughout the performance year
• Assists Financial Systems Analyst professionals with prioritization of workload, communications, etc. and delegates work assignments to Financial Systems Analyst professionals, as appropriate
• Oversees, coaches, and mentors System Analysts and workstream business owners on development of test scripts, policies, and procedures
• Proactively leads and mentors the growth of collaborating and strategizing with IT, financial systems, and business teams to drive system efficiencies across the business
• Coordinates, assembles, and trains team members on process to conform to general audit controls on system projects, system operations, documentation, process improvements, new implementations, fixes, and updates

Requirements

• Bachelor’s degree and seven (7) or more years of experience working with financial systems, or
• High School Diploma or equivalent and eleven (11) or more years of experience working with financial systems
• Bachelor’s degree in accounting or finance, preferred
• Master's degree, preferred
• Experience working within a professional services firm such as accounting, financial services, marketing, business advisory and/or banking industries, preferred
• Supervisory experience, preferred
• Software proficiency in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required
• Proficiency in the use of Business Intelligence Reporting Tools (i.e. OneStream, Hyperion, PowerBi, FDI/FAW), preferred

Qualifications, Knowledge, Skills, And Abilities

• Superior verbal and written communication skills
• Strong technical and data analysis skills
• Ability to work and communicate effectively with professionals at all levels
• Attention to detail and ability to work in a deadline-driven environment
• Superior analytical and diagnostic skills, and ability to apply analysis in determining appropriate next steps
• Excellent computer skills, and the aptitude to learn new software applications
• Superior customer service skills
• Positive attitude and willingness to learn

Benefits

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. National Range: $120,000 - $140,000

MD Range: $120,000 - $140,000

NYC/Long Island/Westchester Range: $120,000 - $140,000

About Us

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, A Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On Welcoming diverse perspectives and understanding the experience of our professionals and clientsEmpowering team members to explore their full potentialOur talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportu