Financial Systems BI Manager - Reporting & Operations

BDO USA

About The Position

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. The Manager is responsible for managing the availability and reliability of the OneStream reporting system from a business perspective. 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. This position serves as a primary business contact for OneStream configuration, reporting structures, process controls, security administration, security maintenance, compliance, system updates, version upgrades, and operational support. This role leads cross-functional coordination with Finance, IT, Internal Audit, and business SMEs in strengthening reporting processes, improving data quality and maintaining compliance with audit requirements. This role ensures the OneStream platform remains aligned with vendor deployment schedules, supported release timelines, and sunset date requirements. In this role, the manager has strong communication skills and must interact regularly and comfortably across various departments, speaking in business acumen with the business field with the ability to effectively translate to technical acumen with IT teams and cross functional Management teams. The manager has leadership qualities of mentoring, growing and motivating financial system professionals, along with taking responsibility and accountability of accomplishing team goals. The manager is responsible for 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. This role involves executing tasks in accordance with established plans, as well as continuously updating and adjusting those plans to accommodate changing business-related circumstances. The manager is responsible for making timely, effective decisions and effectively communicating those decisions both up and down the support, project & management structures.

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
Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required
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

Nice To Haves

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 Business Intelligence Reporting Tools (i.e. OneStream, Hyperion, PowerBi, FDI/FAW), preferred

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. 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 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
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
Monitors and provides performance feedback of Financial Systems Analysts professionals throughout the performance year
Ensures Financial Systems Analyst professionals are effectively trained on systems and processes related to the Finance Department
Prepares and conducts annual performance reviews for Financial Systems Analyst professionals
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