BDO USA · 9 hours ago
Financial Systems BI Planning Manager
Atlanta, GA
Full-time
Hybrid
Mid, Senior Level
$120K/yr - $130K/yr
7+ years expBDO USA is a leading accounting and advisory organization, and they are seeking a Financial Systems BI Planning Manager to design and implement standards for the OneStream Planning system. The role involves managing the system's reliability, leading application design and testing, and ensuring effective communication across departments while mentoring financial system professionals.
AccountingConsultingFinancial Services
Responsibilities
Demonstrates an understanding of business process workflows and how financial applications are used in support of those processes
Manages the budget account drivers with understanding of the underlying calculation, formula passes and Budget impacts
Takes responsibility for the annual Principal planning cycles and leading the design, testing, implementation and support
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
Determines, understands, and selects the appropriate method to document business processes and project scope
Assesses overall impact of change requests related to business requirements. Managing updates, enhancements, integrations and testing for the system
Ensures change control and change management procedures are followed within the project team as they relate to requirements
Investigates and resolves complex issues by contacting appropriate internal/external resources to analyze and develop solutions to issues or inquiries
Provides leadership, management, and coordination of all activities pertaining to project direction, goal setting, planning, estimating, resource allocation, and assignments for non PMO projects
Participates 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
Takes responsibility for financial data systems security procedures, maintaining and responding to security inquires
Promptly engages with Senior Management or Internal Audit to clarify security requests
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
Actively leads and participates in driving an effective data stewardess environment across functional business owners through data integrity, efficient & accurate configurations, and data validation
When available to BDO, acts as an active participant on Vendor/Customer Advisory Boards
Implements and leads an effective project change management process that pro-actively 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
Data management support, creation/maintenance of data management jobs, planning system seeding, allocations and data/scenario copying
Other duties as required
Monitors and provides performance feedback of Financial Systems Analysts professionals throughout the performance year
Ensures Financial Systems Analyst professionals are effectively trained on systems and processes related to the Finance Department
Prepares and conducts annual performance reviews for Financial Systems Analyst professionals
Assists Financial Systems Analyst professionals with prioritization of workload, communications, etc. and delegates work assignments to Financial Systems Analyst professionals, as appropriate
Oversees, coaches, and mentors System Analysts and workstream business owners on development of test scripts, policies and procedures
Proactively leads and mentors the growth of collaborating and strategizing with IT, financial systems, and business teams to drive system efficiencies across the business
Coordinates, assembles, and trains team members on process to conform to general audit controls on system projects, system operations, documentation, process improvements, new implementations, fixes and updates
Qualification
Required
Bachelor's degree and seven (7) or more years of experience working with financial systems, required; or High School Diploma or equivalent and eleven (11) or more years of experience working with financial systems, required
Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required
Superior verbal and written communication skills
Strong technical and data analysis skills
Capable of working and communicating effectively with professionals at all levels
Ability to work in a deadline-driven environment with an attention to detail
Superior analytical and diagnostic skills, and ability to apply analysis in determining appropriate next steps
Excellent computer skills, and the aptitude to learn new software applications
Superior customer service skills
Positive attitude and willingness to learn
Preferred
Bachelor's degree in Accounting, Finance, or Information Technology, preferred
Master's degree, preferred
Experience working within a professional services firm such as accounting, financial services, business advisory and/or banking industries, preferred
Supervisory experience, preferred
Proficient in the use of Business Intelligence Reporting Tools (i.e. OneStream, Hyperion, PowerBi, FDI/FAW), preferred
Benefits
Employee Stock Ownership Plan (ESOP)
Comprehensive compensation and Total Rewards benefits
Company
BDO USA
BDO USA renders taxation, audit, assurance, advisory, and business outsourcing services to companies across all sectors of the economy.
10001+ employees
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 StageTotal Funding
$1.3BKey Investors
Apollo
2023-08-15Debt Financing· $1.3B
Leadership Team
Wayne Berson
CEO and BDO Principal
Catherine Moy
Chief People Officer
Recent News
2026-01-22
2026-01-20
International Accounting Bulletin
2026-01-12
Company data provided by crunchbase