Financial Systems Senior Analyst II (OneStream)

BDO USA, Llp; Columbus (OH); On-site; USD 100,000 - 120,000; Full time

Job summary

A global professional services firm in Columbus is seeking a Financial Systems Senior Analyst II to lead systems analysis and financial data management. Responsibilities include ensuring the alignment of financial processes, supporting data reporting, and collaborating with various teams to improve system efficacy. The ideal candidate holds a Bachelor's degree in a relevant field with at least 7 years of experience in financial systems. This role offers a competitive salary and is pivotal to enhancing financial operations.

Qualifications

• Bachelor’s degree or equivalent work experience required.
• Seven or more years of experience with financial systems required.
• Experience within a professional services firm preferred.

Responsibilities

• Map business requirements to application functionality.
• Analyze complex business and system issues.
• Collaborate with stakeholders for support across finance.

Skills

Communication skills

Data analysis skills

Customer service

Technical proficiency

Analytical skills

Education

Bachelor’s degree in Accounting, Finance, Information Technology

Master’s degree

Tools

Microsoft Office Suite

PeopleSoft Financials

Business Intelligence Reporting Tools

Job description

Financial Systems Senior Analyst II (OneStream) – BDO USA

Job Summary

The Financial Systems (FS) Senior Analyst II maps business requirements to application functionality, leads continuous improvement, creates business cases for system configuration meetings, and ensures alignment between business processes and financial data management. This role analyzes complex business and system issues, collaborates with stakeholders, and provides technical and analytical support across the finance organization.

Responsibilities

• Provides financial systems and data support based on the alignment of business processes within the financial systems platform.
• Assists the business with performing queries and defining report requirements for analysis and distribution to practice managers.
• Communicates effectively with business users/owners, proactively proposes solutions, and provides accurate answers to business inquiries.
• Updates system inquiries accurately and in a timely manner.
• Develops solutions for financial systems data analysis, including data extraction, storage, manipulation, and communication.
• Performs functional research or data mining to identify key performance measures and indicators that drive reporting and analytics.
• Assists workstream business owners in developing test scripts, policies, and procedures.
• Performs financial system configurations independently to meet business requirements.
• Identifies and interprets trends and patterns in support issues and financial data, recommending actions and solutions.
• Participates in cross‑functional teams to identify business risks and create analytics and dashboards.
• Executes financial systems activities as defined in the project plan and milestone assignments.
• Leads the planning phase proactively, as needed.
• Collaborates with IT, Financial Systems, and business teams to drive system efficiencies.
• Configures and maintains financial system security, promptly responding to security inquiries and documenting changes.
• Ensures integrity and confidentiality of sensitive data when configuring security access.
• Engages with management or Internal Audit to clarify security requests promptly.
• Demonstrates understanding of business process workflows and how financial applications support them.
• Identifies opportunities to improve efficiencies within financial systems or business processes.
• Contributes to defining, planning, coordinating, and executing financial systems updates.
• Participates in the internal audit of financial systems procedures, presenting evidence of executed processes.
• Supports and works with team members when trends or problem resolutions indicate system issues.
• Develops and maintains FAQ documents to support resolution of end‑user inquiries.
• Performs queries of the financial database for internal/external requests and provides data reports.
• Provides support to team members to ensure functional requirements meet business needs.
• Optimizes effectiveness of financial systems through workflow analysis, data collection/reporting, and technical reporting.
• Collaborates with business owners to increase utilization of financial systems by mapping requirements to functionality.
• Other duties as required.

Supervisory Responsibilities

• Supervises the day‑to‑day work assignments of FS Analyst professionals, as needed.
• Provides verbal and written performance feedback to FS Analyst professionals, as needed.
• Acts as a mentor to FS Analyst professionals.

Education & Qualifications

• Bachelor’s degree in Accounting, Finance, Information Technology, or related field (or equivalent work experience), required.
• Master’s degree, preferred.

Experience

• Seven (7) or more years of experience with financial systems, required with a degree.
• Eleven (11) or more years of experience with financial systems, required without a degree.
• Experience within a professional services firm such as accounting, financial services, or business advisory, preferred.

Software Proficiency

• Proficient in Microsoft Office Suite (Excel, Word, PowerPoint), required.
• Proficient in PeopleSoft Financials (query and reporting functions), preferred.
• Proficient in Business Intelligence Reporting Tools (OneStream, Hyperion, COGNOS, Business Objects), preferred.

Additional Skills & Abilities

• Superior verbal and written communication skills.
• Good technical and data analysis skills.
• Capable of working and communicating effectively with professionals at all levels.
• Able to work in a deadline‑driven environment and handle multiple projects or tasks with attention to detail.
• Superior analytical and diagnostic skills with the ability to apply analysis in determining appropriate next steps.
• Excellent computer skill set with the aptitude to learn new software applications.
• Superior customer service skills.
• Positive attitude and willingness to learn.
• Strong interest in accounting, finance, and systems.

Salary Range

National: $100,000 – $120,000
Maryland: $100,000 – $120,000
NYC/Long Island/Westchester: $100,000 – $120,000

About BDO USA

BDO is a global professional services firm providing assurance, tax, and advisory services. BDO USA is proud to be an ESOP company committed to developing talent, fostering inclusion, and delivering exceptional outcomes to clients and communities.

Equal Opportunity Employer

BDO USA is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. “BDO USA, P.A. is an EO employer M/F/Veteran/Disability.”