Job Summary:

We are seeking a highly skilled and detail-oriented manager to join the Financial Planning & Analysis Finance Business Intelligence team (FP&A FBI). The FP&A Finance BI Solutions Lead , will play a crucial role in analyzing financial data, helping develop financial models, and providing valuable insights to support our Finance efforts.

The Finance BI Solutions Lead works to help identify, organize, and report on the Firm’s valuable data assets to achieve better operational efficiencies, drive profitability, mitigate risk, and provide better services to its stakeholders through data-driven insights and actions. This role, in collaboration with finance department, data architects, data engineers and other IT teams, operationalizes and documents data platforms. This role is also responsible for supporting technologies for the benefit of the Firm. Finally, the Finance BI Solutions Lead will assist in developing strategies, policies, and governance models to ensure the Firm’s data remains accurate, timely, and relevant to the Firm’s goals. Proficiency in Power BI is essential for this role, as it is responsible for managing the completion of visually appealing and interactive dashboards to communicate financial information effectively.
 

Job Duties:

• Works with stakeholders and data architects to define and design data solutions to support the Firm’s data initiatives
• Maintains the deployment and security of finance Power BI Apps and reports
• Creates mock-up solution designs, visualizations, and reports to effectively demonstrate proposed solutions and deliverables
• Acts as a subject matter expert, evangelist, and catalyst to educate on the Firm’s data platforms and best practices as they relate to the usage and hygiene of the Firm’s data assets
• Builds and maintains constructive working relationships with project team members and other departments involved with projects, systems, and IT strategies
• Ensures master data management principles are followed through the course of day-to-day data usage and solution design
• Identifies and executes continuous improvement efforts to ensure the Firm’s data remains accurate and timely
• Understands and follows Project Management basics and Project Management Office policies and procedures
• Acts as liaison between FP&A, Financial Systems, and IT
• Assigns tasks and projects to team members based on their strengths and workload
• Oversees projects and ensure their successful execution
• Other duties as required

Supervisory Responsibilities:

• Provides Financial Analysts with guidance, support, and mentorship
• Serves as a career advisor to analysts by monitoring and evaluating team performance and providing feedback for improvement
• Keeps team up to date with industry trends and advancements in data analysis techniques

Qualifications, Knowledge, Skills, and Abilities:

Education:

• Bachelor’s degree, required; major in Computer Science or Finance, preferred

Experience:

• Five (5) or more years working as a data analyst or financial analyst in a corporate finance department, required
• Demonstrable proficiency in developing and understanding custom and ad-hoc SQL queries, preferred
• Two (2) or more years working with Business Intelligence (BI) Software required; prior experience with Power BI, preferred
• Two (2) or more years working with Oracle ERP, preferred
• Experience working within a large, complex enterprise with significant regulatory and compliance requirements, preferred
• Professional service firm experience, preferred

Software:

• Strong proficiency in the use of Microsoft Office suite, specifically Excel, required
• Strong proficiency in the use of SQL, preferred
• Strong proficiency in the use of Power BI, preferred
• Experience with Microsoft Power Automate, preferred
• Experience with OneStream, preferred
• Experience with Oracle ERP, preferred  

Other Knowledge, Skills & Abilities:

• Strong analytical, organizational, and problem-solving skills
• Excellent written communication skills, maintaining accurate documentation and technical authorship of complex documents
• Ability to facilitate meetings efficiently and effectively
• Ability to follow an issue through to its logical conclusion and escalate as necessary
• Ability to work independently as well as part of a team
• Excellent interpersonal and customer relationship skills
• Capable of working in a deadline-driven environment, while handling multiple complex projects/tasks simultaneously with a focus on details
• Capable of working well under pressure while dealing with unexpected issues in a professional manner
  
  
   

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: $95,000 - $115,000
Maryland Range: $95,000 - $115,000
NYC/Long Island/Westchester Range: $95,000 - $115,000

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