Financial Systems BI Manager - Reporting & Operations

Financial Systems BI Manager - Reporting & Operations

Responsible for managing the business administration, reliability, and continuous improvement of the firm’s reporting platforms with a focus on actuals reporting, dashboards, controls, governance, and financial system processes that support the firm’s reporting.

The Manager is responsible for managing the availability and reliability of the One Stream reporting system from a business perspective. This role leads the design, evaluation, testing, implementation, and support of applications, reports, dashboards, and data processes that enable accurate and timely financial reporting that is actively used by the organization.

This position serves as a primary business contact for One Stream configuration, reporting structures, process controls, security administration, security maintenance, compliance, system updates, version upgrades, and operational support.

The role leads cross‑functional coordination with Finance, IT, Internal Audit, and business SMEs in strengthening reporting processes, improving data quality and maintaining compliance with audit requirements.

In this role, the manager has strong communication skills and must interact regularly across departments, translating business needs to technical teams.

The manager mentors, motivates financial system professionals, and is accountable for accomplishing team goals.

Responsible for developing system maintenance processes for applying updates, creating integrated project schedules, and continuously updating plans to accommodate changing circumstances.

Responsible for making timely, effective decisions and communicating them up and down the support, project, and management structures.

• Manages One Stream processes related to actuals, reporting, dashboards, workflow administration, and financial data validation.
• Manages the design, testing, implementation, and support of reports, dashboards, Cube Views, Quick Views, and business reporting solutions within One Stream.
• Serves as the primary business contact for One Stream actuals reporting, system configuration, report design, process improvements, operational support, and platform release management.
• Facilitates business process and reporting requirement sessions to define scope, document requirements, and improve reporting efficiency and control execution.
• Assesses impacts of change requests related to reporting, dashboards, integrations, controls, and financial data processes.
• Coordinates the evaluation, testing, validation, and implementation of One Stream releases, patches, and upgrades to maintain platform stability and compliance with vendor support requirements.
• Partners with IT and business SMEs to schedule and execute One Stream upgrades in accordance with vendor deployment time frames and internal change management standards.
• Ensures change control and change management procedures are followed for system changes, report modifications, upgrade activities, and process updates.
• Investigates and resolves complex system, reporting, data, and upgrade‑related issues by coordinating with appropriate internal and external resources.
• Participates in system updates, enhancements, integrations, and testing while ensuring compliance with audit controls and established governance standards.
• Collaborates with IT, Finance, FPA, Accounting and business SMEs to improve system efficiency, reporting accuracy, process effectiveness, and release readiness.
• Manages security procedures, responds to security inquiries related to access, role appropriateness, and segregation of duties, performing mandatory security configurations.
• Engages with Senior Management and Internal Audit to clarify security requests, control requirements, release governance, and process documentation needs.
• Participates in internal and external audit activities by providing evidence of executed system controls, reporting procedures, release management activities, and governance documentation.
• Supports preparation of system project budgets, staffing plans, and recommendations related to reporting, platform support, and system enhancement initiatives.
• Leads data governance…