Finance BI Solutions Lead jobs in United States
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BDO · 5 hours ago

Finance BI Solutions Lead

BDO is a leading assurance, tax, and advisory services firm committed to helping people thrive every day. The Finance BI Solutions Lead will analyze financial data, develop financial models, and provide insights to support finance efforts while collaborating with various teams to manage data platforms and ensure data accuracy and relevance.

AccountingBusiness DevelopmentFinancial ServicesOutsourcing
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H1B Sponsor Likelynote

Responsibilities

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
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

Qualification

Power BISQLFinancial AnalysisOracle ERPMicrosoft OfficeAnalytical SkillsProblem-Solving SkillsCommunication SkillsTeamwork

Required

Bachelor's degree, required; major in Computer Science or Finance, preferred
Five (5) or more years working as a data analyst or financial analyst in a corporate finance department, required
Two (2) or more years working with Business Intelligence (BI) Software required; prior experience with Power BI, preferred
Strong proficiency in the use of Microsoft Office suite, specifically Excel, required
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

Preferred

Demonstrable proficiency in developing and understanding custom and ad-hoc SQL queries, 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
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

Benefits

Employee Stock Ownership Plan (ESOP)
Flexibility and opportunities for advancement
Exceptional experiences to middle market leaders
Insight-driven perspectives
Comprehensive compensation and Total Rewards benefits

Company

BDO is the leading provider of professional services within the mid-tier of our profession.

H1B Sponsorship

BDO has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (92)
2024 (101)
2023 (119)
2022 (151)
2021 (105)
2020 (199)

Funding

Current Stage
Late Stage

Leadership Team

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Barbara Derus
Managing Partner South Central Region - Transfer Pricing
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Benjamin Russell
Managing Partner, Transfer Pricing - East Region at BDO
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Company data provided by crunchbase