Financial Systems BI Senior Analyst I (OneStream)

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