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
• Participates in system updates, enhancements, integrations, and testing while ensuring compliance with audit controls and established governance standards
• 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
• Sets up 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
• 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

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 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
• Positive attitude and willingness to learn