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 actively used by the organization.

The Manager serves as the primary business contact for OneStream configuration, reporting structures, process controls, security administration, compliance, system updates, version upgrades, and operational support. This role ensures the OneStream platform remains aligned with vendor deployment schedules, supported release timelines, and sunset date requirements.

This position requires strong communication skills to interact across various departments, translating business needs into technical requirements for IT and cross-functional management teams. The Manager mentors and motivates financial system professionals while taking responsibility for team goals and system maintenance processes.

Responsibilities

• Manages OneStream processes related to actuals, reporting, dashboards, workflow administration, and financial data validation.
• Oversees the design, testing, implementation, and support of reports, dashboards, Cube Views, Quick Views, and business reporting solutions within OneStream.
• 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.
• Assesses impacts of change requests related to reporting, dashboards, integrations, controls, and financial data processes.
• Coordinates the evaluation, testing, validation, and implementation of OneStream releases, patches, and upgrades to maintain platform stability and compliance with vendor support requirements.
• Partners with IT and business SMEs to schedule and execute OneStream upgrades in accordance with vendor deployment timeframes and internal change management standards.
• 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.
• Participates in system updates, enhancements, integrations, and testing while ensuring compliance with audit controls and established governance standards.
• Collaborates with IT, Finance, FPA, Accounting, and business SMEs to improve system efficiency, reporting accuracy, process effectiveness, and release readiness.
• Manages security procedures, responds to security inquiries related to access, role appropriateness, and segregation of duties, and performs security configurations when needed.
• Engages with Senior Management and Internal Audit to clarify security requests, control requirements, release governance, and process documentation needs.
• Participates in internal and external audit activities by providing evidence of executed system controls, reporting procedures, release management activities, and governance documentation.
• Supports preparation of system project budgets, staffing plans, and recommendations related to reporting, platform support, and system enhancement initiatives.
• Leads data governance efforts across functional business teams by promoting data integrity, accurate configurations, validation processes, and controlled data ownership.
• Supports vendor relationships and participates in advisory discussions when appropriate.
• 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 the administration and governance of OneStream security roles, user groups, and access permissions to align with approved business requirements and control standards.
• 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.
• Monitors OneStream security administration processes to ensure compliance with internal controls, governance standards, and audit requirements.
• Performs other duties as required.

Supervisory Responsibilities

• Monitors and provides performance feedback for Financial Systems Analysts throughout the performance year.
• Ensures Financial Systems Analysts are effectively trained on systems and processes related to the Finance Department.
• Prepares and conducts annual performance reviews for Financial Systems Analysts.
• Assists Financial Systems Analysts with workload prioritization, communications, and delegates work assignments as appropriate.
• Oversees, coaches, and mentors System Analysts and workstream business owners on the development of test scripts, policies, and procedures.
• Proactively leads and mentors the growth of collaboration and strategizing with IT, financial systems, and business teams to drive system efficiencies across the business.
• Coordinates, assembles, and trains team members on processes to conform to general audit controls for system projects, 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, 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.

Skills

• 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.
• Superior verbal and written communication skills.
• Strong technical and data analysis skills.
• Capable of working and communicating effectively with professionals at all levels.
• 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.

Pay

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

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

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

Benefits

BDO is an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The annual allocation to the ESOP is fully funded by BDO through investments in company stock, with no employee contributions required.

BDO provides a comprehensive compensation and Total Rewards benefits package.

About Us

At BDO, we offer more than a career—we provide a place where your work is impactful, and you are valued for your individuality. Our culture centers around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

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. We are committed to delivering exceptional experiences to middle-market leaders by sharing insight-driven perspectives and helping companies move from business as usual to better than usual.