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
At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you. Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most.

Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact. BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity. We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being.

As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together. Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more!

• Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets
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