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
- Sets up and maintains 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
- Executes tasks in accordance with established plans, as well as continuously updating and adjusting those plans to accommodate changing business-related circumstances
- Makes timely, effective decisions and effectively communicates those decisions both up and down the support, project & management structures
Requirements
Experience working within a professional services firm such as accounting, financial services, marketing, business advisory and/or banking industries, preferred
Supervisory experience, preferred
Education: 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
Skills and Abilities
- Superior verbal and written communication skills
- Strong technical and data analysis skills
- Capable of working and communicating effectively with professionals at all levels
- Able 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
Qualifications
- National Range: $120,000 - $140,000
- MD Range: $120,000 - $140,000
- NYC/Long Island/Westchester Range: $120,000 - $140,000