Financial Systems BI Senior Analyst I (OneStream)

Job Summary
JOB DESCRIPTION
The Financial Systems BI Senior Analyst I administers and enhances the OneStream financial planning and reporting platform. This role independently configures 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 into technical solutions, supports integrations and data quality controls, and delivers end-user training and documentation. The role coordinates system updates using integrated project schedules, applies change management and audit control requirements, and partners across Finance, Accounting, IT, and vendors to improve usability, performance, and governance of the financial systems BI environment.
Job Duties

Administers, configures, and maintains OneStream application components, security, and metadata
Builds and maintains dashboards and reporting models, templates, and workflows in OneStream
Gathers, documents, and validates business requirements with Finance, Accounting, and IT SMEs
Monitors and supports data integrations between OneStream and upstream/downstream financial systems
Executes system upgrades, patches, and enhancement deployments, including test planning 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 resolves OneStream incidents and defects, coordinating with vendors as needed
Manages, troubleshoots, and resolves OneStream support tickets, including Cube View design, data adapters, and parameters
Manages, troubleshoots, and resolves OneStream support tickets, including QuickView functionality and creation of new QuickViews as needed
Manages, troubleshoots, and resolves OneStream support tickets, including XFSet data creation and data loading into OneStream
Manages, troubleshoots, and resolves OneStream support tickets, including Data Management support with creation and maintenance of Data Management jobs, planning system seeding, allocations, and data/scenario copying
Identifies and implements process improvements that increase platform efficiency, standardization, and user experience
Demonstrates an understanding of business process workflows and how financial applications are used in support of those processes
Facilitates a critical communications role by interacting with users, project team members and development personnel and various management levels across the organization
Proficiently facilitates business process requirement sessions using techniques to help define scope and requirements to continually improve and automate planning processes
Investigates and resolves complex issues by contacting appropriate internal/external resources to analyze and develop solutions to issues or inquiries
Participates in and manages planning system updates, enhancements, integrations, testing, and ensuring proper system change management protocols are compliant with audit controls
Proactively collaborates and strategizes with IT, financial systems, and business teams to drive system efficiencies across the business.
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 is in compliance of defined controls
Participates in preparing project budgets, project staffing plans, and recommendations
When available to BDO, acts as an active participant on Vendor/Customer Advisory Boards
Implements and leads an effective project change management process that proactively identifies project changes and incorporates an appropriate impact analysis and approval for such changes
Assists with the creation and preparation of the annual financial system budget
Manages, troubleshoots, and resolves OneStream support tickets, including;
Cubeview support with design, data adapters, and parameters
Quickview support functionality with ability to create new as needed
XFset data support with creation and loading into OneStream
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 financial systems, required; or High School Diploma or equivalent and nine (9) or more years of experience working with financial systems, 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, Hyperion, 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
About Us
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
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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"