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Financial Systems Senior Analyst II (OneStream)

BDO USA

BDO USA

Accounting & Finance, IT
West Palm Beach, FL, USA
USD 100k-120k / year + Equity
Posted on Dec 8, 2025

Job Summary:

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.

Job Duties:

  • 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

Supervisory Responsibilities:

  • 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

Qualifications, Knowledge, Skills and Abilities:

Education:

  • Bachelor’s degree in Accounting, Finance, Information Technology or related field or equivalent work experience, required
  • Master’s degree, preferred

Experience:

  • 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
  • Experience working within a professional services firm such as accounting, financial services, business advisory and/or banking industries, preferred

License/Certifications:

  • N/A

Software:

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

Language:

  • N/A

Other Knowledge, Skills & Abilities:

  • 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

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.


National Range: $100,000 - $120,000
Maryland Range: $100,000 - $120,000
NYC/Long Island/Westchester Range: $100,000 - $120,000


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 unwavering commitment to quality, we pride ourselves on:

  • Welcoming diverse perspectives and understanding the experience of our professionals and clients
  • Empowering team members to explore their full potential
  • Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
  • Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
  • Focus on resilience and sustainability to positively impact our people, clients, and communities
  • BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets