Job Summary:

The Senior Oracle ERP Business Analyst – Financials is a Finance-led business capability owner responsible for identifying capability gaps, standardizing business processes, defining and prioritizing Oracle ERP-enabled capabilities for the Financials workstream.

This role owns the business “what/why” outcomes, value ranking, business requirements intent, acceptance criteria approval, and business readiness for quarterly releases. The role partners closely with the IT ERP Product & Delivery organization, which owns the technical “how/when”: platform roadmap, solution design, delivery execution, environments, deployments, integrations, and technical readiness.

This position is also the Subject Matter Expert (SME) for the Financials workstream, partnering day-to-day with the existing business SME(s) in Advisory, Assurance, Tax and Finance to ensure requirements, decisions, testing, and readiness reflect real operational needs—without pulling the current SME/leaders into constant review and discussion mechanics.

The Financials focus areas are, but not limited to, General Ledger, GL Intercompany, Payables, Receivables, Asset and Lease Management, Expense, Cash Management, Principal Ledger, Automation, AI, and Reporting.
This position is to collaborate with Internal Audit to embed business compliance/controls into defining business requirements and reporting requirements. This role does not own production support, system administration or application configurations.

Job Duties:

1) Workstream SME Leadership (Financials)

• Serves as the Financial Systems SME and business capability owner for the Financials workstream, partnering with the business process owner/SME(s) who retain operational process ownership
• Partners collaboratively with the business process owner/SME(s) to validate process intent, confirm operational feasibility, and ensure changes are adopted effectively
• Translates business SME input into clear outcomes, requirements intent, and acceptance criteria; drive timely decisions to avoid delivery delays
• Maintains knowledge of current-state and target-state Financial module processes, key policies, reporting needs, and control expectations
• Develops and maintains business process maps (BPMN)
• Develops and executes test scenarios/scripts (SIT/UAT) and validate fixes
• Contributes to training materials, jobs aids, SOPs and OGL

2) Business Capability Ownership (Financials)

• Defines target-state business capabilities and process outcomes for Financial modules (e.g., close efficiency, standardized accounting practices, improved controls and auditability, enhanced reporting quality and timeliness)
• Maintains the Financial modules business capability requirements (what/why) and business value ranking to inform ServiceNow/ADO backlog; ERP Product & Delivery team retains accountability for delivery sequencing within capacity and dependencies
• Defines measurable success metrics and partner on value realization reporting (cycle time, quality, adoption, compliance outcomes)

3) Business Requirements Intent, Acceptance Criteria Approval & Traceability

• Leads discovery with Finance/Operations stakeholders to capture business needs, pain points, and desired outcomes for Oracle Financials
• Drafts business requirements intent and business acceptance criteria, including controls/audit evidence needs, reporting impacts, and data integrity considerations
• Partners with IT ERP Product Support/Delivery teams who finalize the Functional Design Document (FDD); provide approval of business intent and acceptance criteria
• Collaborate with IT ERP Product Analysts/Delivery teams who finalize the Technical Design Document (TDD) and that technical designs trace back to approved business requirement intent.

4) Demand Intake & Backlog Governance (ServiceNow → ADO)

• Serves as the business SME for Financial modules demand items in ServiceNow; ensure required intake fields are complete (i.e. outcomes, value driver, draft acceptance criteria, UAT owner, reporting impact)
• Collaborates with IT ERP Product Support/Management that a ServiceNow item has a linked ADO Epic/Feature and remains traceable through delivery and validation

5) Quarterly Release Governance — Business Readiness (Oracle cadence)

• Financially modules business impact assessment for quarterly Oracle releases and firm-led changes (process impacts, training/comms needs, reporting impacts, Finance compliance considerations)
• Coordinates validation/UAT approach for Financial modules in partnership with FS PM & IT ERP Product Management and ensure validation evidence is captured in ServiceNow
• Provides business readiness sign-off for releases impacting Financial modules; partner with IT ERP Product Management, who owns technical readiness and deployment execution

6) Business Controls, Business Compliance, Business Risk & Reporting Integrity (Business requirements focus)

• Translates Finance internal/external audit, compliance, and risk needs into business requirements and acceptance criteria for Financial modules processes
• Partners with Finance Compliance & Internal Audit to ensure business requirements include evidence expectations and auditability
• Advocates for control automation and standardized reporting by specifying control outcomes and reporting needs; IT determines technical implementation

7) Vendor Engagement & Product Influence

• Participates in the ERP vendor discussions for the Oracle Financial modules by coordinating ongoing touchpoints with vendor and community product groups advocating for functionality enhancements in the product that represents functionality to better align with the firm’s business strategy, operating model and representing Accounting/Assurance/Tax Professional Services industry
• Assists with the development and submission of Oracle enhancement requests and supporting artifacts (use cases, impact statements, prioritization rationale)
• Other duties as required

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor’s degree and five (5) or more years of experience working with Oracle PPM financial systems, required or High School Diploma or equivalent and nine (9) or more years of experience working with Oracle PPM financial systems, required
• Bachelor’s degree in Accounting, Finance, Information Technology, preferred
• Master’s degree, preferred

Experience:

• 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
• Proficiency in the use of Oracle Cloud ERP, specifically Financial modules, required
• Proficient in the use of Business Intelligence Reporting Tools (i.e. OneStream, Hyperion), 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 attention to detail
• Able to 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