Financial Systems Senior Analyst II (OneStream)

BDO USA•Chicago, IL

About The Position

The Financial Systems (FS) Senior Analyst II is responsible for mapping business requirements to application functionality and capabilities, driving and leading continuous improvement, creating business cases that result in leading system configuration meetings independently and fully understanding the impact to the organization based on business processes, financial and data management knowledge. This role also analyzes complex business and system issues, resulting in a successful resolution. The FS Senior Analyst II applies business acumen to obtain new and changing system business requirements from the business field. This role applies thoughts in a positive, energetic and agile manner when implementing new applications and systems, and successfully promotes an environment focused on business user’s knowledge growth and independence. The FS Senior Analyst II drives collaboration with the business and resolution of inquiries from the business. This role responds timely and provides accurate and thorough answers to business inquiries.

Requirements

Bachelor’s degree in Accounting, Finance, Information Technology or related field or equivalent work experience, required
Seven (7) or more years of experience working with financial systems, required with a degree
Eleven (11) or more years of experience working with financial systems, required without a degree
Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required
Superior verbal and written communication skills
Good technical and data analysis skills
Capable of working and communicating effectively with professionals at all levels
Able to work in a deadline-driven environment, and handle multiple projects/tasks with an attention to detail
Able to successfully multi-task while working independently or within a group environment
Superior analytical and diagnostic skills, with the ability to apply analysis in determining appropriate next steps
Excellent computer skills with the aptitude to learn new software applications
Superior customer service skills
Positive attitude and willingness to learn
Strong interest in accounting, finance and systems

Nice To Haves

Master’s degree, preferred
Experience working within a professional services firm such as accounting, financial services, business advisory and/or banking industries, preferred
Proficient in the use of PeopleSoft Financials, specifically query and reporting functions, preferred
Proficient in the use of Business Intelligence Reporting Tools (i.e. OneStream, Hyperion, COGNOS, Business Objects), preferred

Responsibilities

Provides financial systems and data support based on the alignment of business processes within the financial systems platform
Assists the business with performing queries and defining report requirements in an efficient manner for analysis and distribution to practice managers
Communicates effectively with business users/owners, and proactively contributes ideas and proposes solutions to the business and financial systems team
Updates systems inquiries accurately, from the business and internal team members, and in a timely and effective manner
Develops solutions for financial systems data analysis to manage the business or support resolution of end user inquiries, including proper data extraction, storage, manipulation, processing and communicating
Performs functional research or data mining to assist business owners in the pursuit of identifying key performance measures and indicators that drive reporting and analytics to manage the business, as needed
Assists workstream business owners in the development of test scripts, policies and procedures
Performs financial system configurations independently to meet business requirements as defined by the business or for maintenance
Identifies and interprets trends and patterns in support issues and financial data, and proactively recommends actions and solutions
Participates in cross functional teams to identify business risks and create analytics and dashboards to improve business processes
Executes financial systems activities, as defined in the project plan and milestone assignments
Leads the planning phase proactively, as needed
Collaborates and strategizes with IT, Financial Systems and business teams proactively to drive system efficiencies across the business
Configures and maintains security of the financial system solution, and promptly responds to security inquires, including documenting security changes and corrective action taken within the inquiries
Ensures integrity and confidentiality of sensitive data when creating new security access configurations and granting access to users
Engages with management or Internal Audit to clarify security requests promptly
Demonstrates understanding of business process workflows and how financial applications are used in support of those processes
Identifies opportunities to improve or gain efficiencies within the financial systems or business processes, including creating and maintaining reporting tools and templates to facilitate the production of financial reports and dashboards
Contributes to defining, planning, coordinating and executing financial systems updates and growth of end users’ knowledge consistently
Participates in the internal audit of financial systems procedures, presenting the audit with evidence of executed systems processes and reports (in a clear, accurate and concise manner) in compliance of defined controls
Participates in cross-functional financial systems teams to directly support the business, financial systems and create analytics and dashboards
Supports and participates with team members when trends or problem resolutions indicate systems issues, necessitating future trainings or procedural issues needing resolution as identified by the team analyst or the business
Develops and maintains appropriate FAQ documents to support resolution of end-user inquires and questions received by the IT Service Desk
Performs queries of financial database based on internal/external requests, and provides data reports of financial information
Provides support to team members to ensure functional requirements are representing the need from the business
Participates in optimizing the effectiveness of the financial systems through workflow analysis, data collection/reporting and creating technical reports (automated and on-demand)
Collaborates with business owners to increase their utilization of financial systems by successfully mapping business requirements to financial system functionality and capabilities
Other duties as required
Supervises the day-to-day work assignments of FS Analyst professionals, as needed
Provides verbal and written performance feedback to FS Analyst professionals, as needed
Acts as a mentor to FS Analyst professionals