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. This role leads the design, evaluation, testing, implementation, and support of applications, reports, dashboards, and data processes that enable accurate and timely financial reporting that is actively used by the organization.

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
• Collaborates with IT, Finance, FPA, Accounting and business SMEs to improve system efficiency, reporting accuracy, process effectiveness, and release readiness
• 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
• Ensures documentation is maintained for OneStream security roles, access approvals, security changes, and review evidence to satisfy audit requirements
• Leads the resolution of complex OneStream security issues related to user access, workflow permissions, report visibility, and role conflicts
• Maintains oversight of 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
• License(s)/Certification(s): N/A
• 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 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