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
• 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
• Supports the resolution of complex OneStream security issues related to user access, workflow permissions, report visibility, and role conflicts
• Maintains documentation for OneStream security roles, access approvals, security changes, and review evidence to satisfy audit requirements
• Maintains oversight of OneStream security administration processes to ensure compliance with internal controls, governance standards, and audit requirements
• Monitors OneStream security administration processes to ensure compliance with internal controls, governance standards, and audit requirements
• Manages the design, testing, implementation, and support of reports, dashboards, Cube Views, Quick Views, and business reporting solutions within OneStream
• Partners with IT and business SMEs to schedule and execute OneStream upgrades in accordance with vendor deployment timeframes and internal change management standards
• Collaborates with IT, Finance, FPA, Accounting and business SMEs to improve system efficiency, reporting accuracy, process effectiveness, and release readiness
• Engages with Senior Management and Internal Audit to clarify security requests, control requirements, release governance, and process documentation needs
• 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
• Leads the administration and governance of OneStream security roles, user groups, and access permissions to align with approved business requirements and control standards
• 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
• 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
• Supports the resolution of complex OneStream security issues related to user access, workflow permissions, report visibility, and role conflicts
• Maintains documentation for OneStream security roles, access approvals, security changes, and review evidence to satisfy audit requirements
• Maintains oversight of OneStream security administration processes to ensure compliance with internal controls, governance standards, and audit requirements
• Monitors OneStream security administration processes to ensure compliance with internal controls, governance standards, and audit requirements
• Manages the design, testing, implementation, and support of reports, dashboards, Cube Views, Quick Views, and business reporting solutions within OneStream
• Partners with IT and business SMEs to schedule and execute OneStream upgrades in accordance with vendor deployment timeframes and internal change management standards
• Collaborates with IT, Finance, FPA, Accounting and business SMEs to improve system efficiency, reporting accuracy, process effectiveness, and release readiness
• Engages with Senior Management and Internal Audit to clarify security requests, control requirements, release governance, and process documentation needs
• 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
• Leads the administration and governance of OneStream security roles, user groups, and access permissions to align with approved business requirements and control standards
• 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
• 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
• Supports the resolution of complex OneStream security issues related to user access, workflow permissions, report visibility, and role conflicts
• Maintains documentation for OneStream security roles, access approvals, security changes, and review evidence to satisfy audit requirements
• Maintains oversight of OneStream security administration processes to ensure compliance with internal controls, governance standards, and audit requirements
• Monitors OneStream security administration processes to ensure compliance with internal controls, governance standards, and audit requirements
• Manages the design, testing, implementation, and support of reports, dashboards, Cube Views, Quick Views, and business reporting solutions within OneStream
• Partners with IT and business SMEs to schedule and execute OneStream upgrades in accordance with vendor deployment timeframes and internal change management standards
• Collaborates with IT, Finance, FPA, Accounting and business SMEs to improve system efficiency, reporting accuracy, process effectiveness, and release readiness
• Engages with Senior Management and Internal Audit to clarify security requests, control requirements, release governance, and process documentation needs
• 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
• Leads the administration and governance of OneStream security roles, user groups, and access permissions to align with approved business requirements and control standards
• 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
• 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
• Supports the resolution of complex OneStream security issues related to user access, workflow permissions, report visibility, and role conflicts
• Maintains documentation for OneStream security roles, access approvals, security changes, and review evidence to satisfy audit requirements
• Maintains oversight of OneStream security administration processes to ensure compliance with internal controls, governance standards, and audit requirements
• Monitors OneStream security administration processes to ensure compliance with internal controls, governance standards, and audit requirements
• Manages the design, testing, implementation, and support of reports, dashboards, Cube Views, Quick Views, and business reporting solutions within OneStream
• Partners with IT and business SMEs to schedule and execute OneStream upgrades in accordance with vendor deployment timeframes and internal change management standards
• Collaborates with IT, Finance, FPA, Accounting and business SMEs to improve system efficiency, reporting accuracy, process effectiveness, and release readiness
• Engages with Senior Management and Internal Audit to clarify security requests, control requirements, release governance, and process documentation needs
• Supports the development of an effective system maintenance