Job Summary:

The Financial Systems Senior Manager (FS Senior Manager) oversees and manages a team providing business support, reporting and analytic solutions for the effective use of financial systems and business process integrations that support the business functions of the organization. These include managing strategic investments in long range system planning, successful system project completions and proactively transferring system knowledge to the financial system team and enterprise wide system business owners.
The FS Senior Manager proactively implements and proposes financial system initiatives and solutions to business issues that results in organization system efficiency, while adhering to overall system standards and strategy. This role drives as well as participates in the growth of cross functional business owners and managers, resulting in a strong foundation of business owners by functional area.
This role contributes to financial system strategies, and proactively engages with cross functional area teams and management to implement strategies. This role also contributes to the general business planning regarding technology and systems required to maintain a market competitiveness.
This position is critical in facilitating accurate, reliable and efficient financial reporting, metrics, dashboards and analysis by effectively using various financial systems to support financial and management reporting, metrics and analysis and promoting data integrity.
The FS Senior Manager is a critical contributor during implementation of financial systems, upgrades or driving new functionality that derives efficiency in the business, with a specific focus on automation, analytics and interfaces with other systems. Post implementation, the FS Senior Manager continues to lead and participate in system support and leverage integrated finance system tools.

Job Duties:

• Participates in the evaluation of software and hardware products for potential purchase and implementation based on analyzing business problems and assessing how technology can be used to solve the business problems
• Determines the resources needed to plan and implement financial system solutions, collaborates with end users and provides software suggestions and recommendations to business owners and management to assist in their understanding of potential limitations and challenges
• Manages projects effectively, including directing the day-to-day tasks and activities of cross functional teams, tracking and reporting project tasks, project scope, priorities and deadlines and deliverables schedules
• Ensures documentation is developed to meet project deliverables and schedules
• Manages, monitors and effectively communicates project budgets, including tracking of internal costs as well as third party vendor costs
• Supervises, coaches and mentors Financial Systems Manager (FS Manager) or Analyst (FS Analyst), and patriciates in the resolution of third-party support issues, including but not limited to budgets and updates to ensure the Firm's business processes are represented and will not be broken
• Leads the gathering of functional requirements for approved projects, collaborates with business owners to define business requirements in business acumen and translates requirements into functional technical specifications
• Accurately formulates and defines the objectives and scope of business systems, and assesses the risks of the development of financial system solutions
• Makes recommendations and presentations to senior management in order to gain support of new projects and applications, prepares for and participates in presentations to business owners seeking new technology within financial system solutions
• Provides leadership and project management for the functional set up of business applications, including system updates, upgrades and the implementation of new applications
• Ensures there is effective communication from business acumen translation to technical/functional acumen to meet business requirements
• Leads FS Manager or FS Analyst in the successful resolution of complex transactional issues, including performing research, identifying root cause and using data integrity reports and other information provided by business owners
• Leads and manages the deployment of existing finance systems to other firms, promoting one unified system
• Actively coordinates, participates and manages problem resolution related to disaster recovery, reporting and dashboards
• Communicates financial system vernacular into meaningful business acumen with business owners, management and executives
• Collaborates with management across the organization to understand business owner’s workstream system gaps, as well as identify and prioritize system gaps between the firm’s current state and industry best practices
• Documents and shares financial system insights with cross functional financial system teams and management for building system related skills and knowledge, along with growing the knowledge and expertise of system business owners in the business field
• Manages, delivers and participates in implementing new finance systems, functionality or data analytics mechanisms into existing systems, integrating them with legacy systems where it drives end user efficiency along with maintaining a cost competitive footprint into the future
• 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
• Proactively pursues visons, and proposes strategies for growing the utilization of financial systems and mobility by new and existing locations
• Manages configuration, enhancements, security, reporting, training, documentation, testing and user support of all financial systems
• Provides cross functional system leadership, management and coordination of all activities pertaining to project direction, goal setting, planning, estimating, resource allocation and assignments for non-Project Management Office (PMO) projects
• Investigates and determines cause of irregularities and errors, develops necessary resolution and communicates corrective action to appropriate individuals
• Evaluates and implements new features and functionality as they become available from software vendors
• Participates in the annual/quarterly Financial Systems Planning and Prioritization process
• Participates in Service Level Agreement (SLA) management of software licenses, maintenance and service by vendors
• Works with financial system vendors to manage contract renewals, creation of statement of works and timelines
• Researches and mentors the team on data integrity and confidentiality of sensitive data when creating new security access
• Promptly engages with senior management or Internal Audit to clarify security requests
• Actively participants on Vendor/Customer Advisory Boards, as needed
• Assists with the creation and preparation of the annual financial system budget
• Participates in preparing project budgets, project staffing plan and recommendations
• Other duties as required

Supervisory Responsibilities:

• Monitors and provides performance feedback of FS Analyst professionals throughout the performance year
• Ensures FS Analyst professionals are effectively trained on systems and processes related to the Finance Department
• Prepares and conducts annual performance reviews for FS Analyst professionals
• Assists FS Manager and/or FS Analyst professionals with prioritization of workload, communications, etc., and delegates work assignments to FS Analyst professionals, as appropriate

Qualifications, Knowledge, Skills and Abilities:

Education:

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

Experience:

• Ten (10) or more years of experience working with financial systems, required with a degree
• Fifteen (15) or more years of experience working with financial systems, required without a degree
• Five (5) or more years of supervisory experience, required
• Experience working within a professional services firm, such as accounting, financial services, business advisory and/or banking industries, preferred

License/Certifications:

• N/A

Software:

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

Language:

• N/A

Other Knowledge, Skills & Abilities:

• Strong 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/tasks with an attention to detail
• Ability to successfully multi-task while working independently or within a group environment
• Superior customer service skills
• Strong collaborative and communication skills (verbal and written), with the ability to communicate technical material in a non-technical manner to be understood by the business community
• Ability to identify opportunities for efficiency where technology can assist users in being more productive in their work
  

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities
• BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets