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. 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.

The role involves cross-functional coordination with Finance, IT, Internal Audit, and business SMEs to strengthen reporting processes, improve data quality, and maintain compliance with audit requirements. The Manager ensures the OneStream platform remains aligned with vendor deployment schedules and supported release timelines.

This position requires strong communication skills to interact across departments, translating business needs into technical requirements. The Manager mentors financial system professionals, develops system maintenance processes, and makes timely decisions while communicating effectively across support, project, and management structures.

Responsibilities

• Manages OneStream processes related to actuals, reporting, dashboards, workflow administration, and financial data validation.
• Manages 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.
• 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 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 prioritization of workload, communications, and delegates work assignments 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 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.
• 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.

Skills

• 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

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 an unwavering commitment to quality, we pride ourselves on welcoming diverse perspectives and understanding the experience of our professionals and clients. We empower team members to explore their full potential through our talented team who brings varying skills, knowledge, and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities.