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
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)
Software
- Proficient in the use of Microsoft Office Suite, specifically Excel,