Financial Systems BI Senior Analyst I (OneStream)
BDO USA
Accounting & Finance, IT
West Palm Beach, FL, USA
Job Summary:
The Financial Systems BI Senior Analyst I supports administration and enhancement of the OneStream financial planning and reporting platform. This role supports configuration of application components, builds and supports dashboards and reporting models, and ensures stable operations through maintenance, testing, upgrades, and incident resolution.
The position gathers and translates business requirements, supports integrations and data quality controls, and delivers end-user training and documentation. The role supports system updates, testing and implementation activities, applies change management and audit control requirements, and partners across Finance, Accounting, IT, and vendors to improve usability and operational effectiveness across the financial systems BI environment.
Job Duties:
- Supports configuration and maintenance of OneStream non planning application components, security, and metadata.
- Builds and maintains dashboards and reporting models, templates, and workflows in OneStream
- Assists with gathering and documenting business requirements with Finance, Accounting, and IT SMEs.
- Monitors data quality, reconciliation results and supports documentation in alignment with internal controls.
- Supports system upgrades, patches, and enhancement deployments, including test execution and validation.
- Creates and maintains end-user documentation, training materials, and support procedures
- Monitors data quality, reconciliation results, and audit readiness in alignment with internal controls
- Analyzes, troubleshoots, and supports resolution of OneStream incidents and defects, escalating issues as needed
- Supports troubleshooting and resolution of OneStream support tickets, including Cube View maintenance, data adapters and parameters
- Supports troubleshooting and resolution of OneStream Data Management jobs, XFSet data creation and data loading into OneStream
- Identifies and supports process improvements that increase platform efficiency, operational consistency and user experience
- Demonstrates an understanding of business process workflows and how financial applications are used in support of those processes
- Supports communications with business users, project team members and development personnel regarding system issues and enhancements
- Participates in business process requirement sessions to document requirements and support improvements to planning processes
- Supports investigation of issues by working with appropriate internal and external resources to assist with solution development
- Participates in and supports system updates, enhancements, integrations, testing, and following proper system change management protocols
- Participates in internal audit of financial system procedures; presents audit with evidence of executed system processes and reports (in a clear, accurate and concise manner) that complies with defined controls
- When available to BDO, acts as an active participant on Vendor/Customer Advisory Boards
- Other duties as required
Supervisory Responsibilities:
- N/A
Qualifications, Knowledge, Skills, and Abilities:
Education
- Bachelor’s degree and five (5) or more years of experience working with OneStream, required; or High School Diploma or equivalent and nine (9) or more years of experience working with OneStream, required
- Bachelor’s degree in Accounting, Finance, or 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(s)/Certification(s)
- N/A
Software
- Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required
- Proficient in the use of Business Intelligence Reporting Tools (i.e. OneStream, PowerBi, FDI/FAW), preferred
Language(s)
- N/A
Other Knowledge, Skills, & Abilities
- 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 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
- 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: $90,000 - $100,000
Maryland Range: $90,000 - $100,000
NYC/Long Island/Westchester Range: $90,000 - $100,000
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