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
• Oversees user provisioning, access changes, and deprovisioning activities within OneStream in accordance with established security procedures
• Directs the design, maintenance, and ongoing optimization of role-based security within OneStream to support appropriate access to dashboards, reports, workflows, Cube Views, Quick Views, and financial data
• Reviews and approves OneStream security assignments to ensure access remains appropriate, controlled, and aligned with job responsibilities
• Coordinates OneStream user access reviews to support compliance and governance requirements
• Supports the resolution of complex OneStream security issues related to user access, workflow permissions, report visibility, and role conflicts
• Maintains documentation for OneStream security roles, access approvals, security changes, and review evidence to satisfy audit requirements
• Maintains oversight of OneStream security administration processes to ensure compliance with internal controls, governance standards, and audit requirements
• Monitors OneStream security administration processes to ensure compliance with internal controls, governance standards, and audit requirements

Qualifications, Knowledge, Skills, And Abilities

• Bachelor’s degree and seven (7) or more years of experience working with financial systems, required; or High School Diploma or equivalent and eleven (11) or more years of experience working with financial systems, required
• 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 Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required
• Proficient in the use of Business Intelligence Reporting Tools (i.e. OneStream, Hyperion, PowerBi, FDI/FAW), preferred
• Knowledgeable in data analysis and reporting tools
• Strong communication and interpersonal skills
• Ability to work in a deadline-driven environment with an attention to detail
• 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