Finance BI Solutions Lead jobs in United States
cer-icon
Apply on Employer Site
company-logo

BDO USA · 20 hours ago

Finance BI Solutions Lead

BDO USA is seeking a highly skilled and detail-oriented manager to join their Financial Planning & Analysis Finance Business Intelligence team. The Finance BI Solutions Lead will analyze financial data, develop financial models, and provide insights to support finance efforts while operationalizing data platforms and ensuring data accuracy and relevance.

AccountingConsultingFinancial Services
check
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 BISQLOracle ERPMicrosoft OfficeAnalytical skillsOrganizational skillsProblem-solving skillsWritten communicationInterpersonal skills

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
Comprehensive compensation and Total Rewards benefits

Company

BDO USA renders taxation, audit, assurance, advisory, and business outsourcing services to companies across all sectors of the economy.

H1B Sponsorship

BDO USA 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
Total Funding
$1.3B
Key Investors
Apollo
2023-08-15Debt Financing· $1.3B

Leadership Team

leader-logo
Wayne Berson
CEO and BDO Principal
linkedin
leader-logo
Catherine Moy
Chief People Officer
linkedin
Company data provided by crunchbase