Assistant Finance BI Leader

Job Summary:

The Assistant Finance BI Leader assists with the delivery and ongoing support of finance dashboards, automated reporting, data requests, complex financial models, issue resolution, and ad-hoc analytics for FP&A and key Finance partners. Reporting to the Finance BI Leader, this role serves as the primary day-to-day deputy/second-in-command by helping manage priorities, coordinate work intake, remove blockers, and ensure consistent, timely, high-quality delivery across the portfolio. The Assistant Finance BI Leader brings strong Finance acumen with hands-on technical expertise in Power BI and SQL, translating business questions into scalable reporting and data solutions.

This role requires a self-starter who can operate with minimal supervision, take ownership of outcomes, and proactively drive work forward. Equally important, the role ensures work is clearly communicated—providing regular status updates, surfacing risks and dependencies early, aligning stakeholders on timelines, and documenting decisions to maintain transparency. The Assistant Finance BI Leader partners closely with IT, Finance, and internal customers to support and execute the implementation of technology tools and data capabilities, while also developing and coaching team members, strengthening team workflows/documentation standards, and promoting a culture of continuous improvement and excellence.

Job Duties:

• Serves as Assistant to the Finance BI Leader by supporting day-to-day team leadership, helping set priorities, managing intake, and ensuring commitments are met across concurrent requests
• Operates as a self-starter with minimal supervision by independently driving initiatives forward, identifying next steps, and removing blockers while keeping the Finance BI Leader informed and aligned through proactive communication
• Manages requests for Power BI reports, enhancements, data pulls, and process automation from requirements to deployment and ongoing support
• Collaborates closely with business partners across IT, Finance Leadership, and other Finance pillars to improve financial analytics, reporting efficiency, and business outcomes
• Partners with FP&A and other Finance teams (e.g., Billing/Collections) to define metrics, business rules, and reporting requirements
• Establishes and maintains BI development standards, user training, documentation for key reports and datasets, and repeatable workflows (intake, testing, release/change)
• Manages stakeholder expectations and ensure alignment on scope, timelines, and delivery dates; escalate risks/issues as needed
• Leads special projects and finance improvement initiatives, including cross-functional implementations of new tools and capabilities
Other duties as required

Supervisory Responsibilities:

• Coaches, advises, and develops assigned staff within the Finance BI team
• Supports the Finance BI Leader in developing team capability and capacity through training, documentation, and continuous improvement
• Provides mentorship, Power BI/SQL best-practice guidance, and report/code review to ensure quality and consistency

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor’s degree required; focus on Finance, Accounting or Data/Analytics, preferred

Experience:

• Finance experience: 5+ years in corporate finance, FP&A, or finance operations, required
• Power BI experience: 3+ years building and supporting production dashboards, preferred
• SQL Experience: 2+ years writing queries and reports, preferred
• Prior experience working within a professional services firm such as accounting, financial services, business advisory, and/or banking industries, preferred

Software:

• Highly proficient in the use of Microsoft Office Suite, advanced Excel, required
• Experience with OneStream or EPM systems, preferred
• Experience with Oracle or similar ERP systems, preferred

Other Knowledge, Skills & Abilities:

• Strong analytical abilities, including ability to interpret financial results
• Excellent verbal and written communication; able to translate between Finance and technical audiences
• Demonstrates ability to successfully collaborate with other departments
• Effectively interacts with internal customers at all levels
• Advanced financial modeling skills
• Ability to coach and develop analysts/developers; provides quality review and promotes best practices
• Ability to work in a fast-paced environment
• Ability to successfully multi-task and cope with ambiguity
Strong attention to detail

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

National Range: $120,000 - $140,000 Maryland Range: $120,000 - $140,000
NYC/Long Island/Westchester Range: $120,000 - $140,000

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