Project Manager, Finance Business Intelligence

Job description

JOB DESCRIPTION

The Project Manager, Finance Business Intelligence (FBI) will serve as the primary owner of project monitoring and portfolio visibility for the Finance BI team, ensuring that every initiative’s status, risks, and blockers are tracked, current, and clearly communicated to stakeholders and leadership at all times. This role is the organizational backbone of the team’s day-to-day operations: continuously monitoring progress against the Project Tracker and Azure DevOps sprints, proactively surfacing risks and dependencies, and driving issues to resolution before they impact delivery.

Beyond monitoring, the Project Manager partners closely with stakeholders to elicit and document clear, actionable requirements, manage request intake and ServiceNow tickets, and keep the team’s knowledge assets — including the Data Catalog and process documentation — accurate and current. The ideal candidate is highly organized and detail-oriented, with the analytical rigor to translate scattered updates into a clear, reliable picture of where every project stands, and the initiative to unblock progress by coordinating across finance, operations, and data engineering stakeholders.

Job Duties

Project Monitoring & Tracking

Owns day-to-day monitoring of the Finance BI project portfolio, ensuring timelines, milestones, and deliverables are consistently tracked and visible to stakeholders and leadership

Maintains the team’s Project Tracker as the single source of truth, ensuring priorities, statuses, owners, and timelines are accurate and up to date at all times

Provides regular, concise project status updates (e.g., inbox briefs, executive summaries) to the Finance BI Leader and stakeholders, highlighting progress, risks, and decisions needed

Proactively identifies, escalates, and helps unblock project impediments by coordinating with developers, data engineering, finance, and other cross-functional partners

Monitors dependencies and timelines across concurrent projects to flag conflicts or resourcing risks before they affect delivery

Facilitates communication and collaboration among project team members and stakeholders to ensure a shared understanding of objectives, timelines, and deliverables

Conducts post-project reviews to capture lessons learned and improve future delivery practices

Business Analysis & Requirements

Partners with business stakeholders to elicit, define, and document clear technical and functional requirements for Finance BI initiatives

Translates business needs into user stories, acceptance criteria, and work items suitable for development in Azure DevOps

Validates delivered solutions against documented requirements and supports user acceptance testing (UAT)

Request Intake & Sprint Management

Owns and manages the request intake process, triaging incoming work requests, gathering necessary details, and routing them appropriately

Manages and maintains DevOps sprints, including backlog grooming, sprint planning support, work item hygiene, and tracking sprint progress against commitments

Manages incoming ServiceNow requests related to Finance BI, ensuring tickets are triaged, assigned, updated, and closed in a timely manner

Monitors and reports on intake volume, throughput, and aging items to help the team prioritize effectively

Manages user access requests for Finance BI reports, workspaces, and related tools, ensuring requests are properly documented, approved, assigned, and completed in accordance with data security and governance requirements

Documentation & Knowledge Management

Ensures project and process documentation is created, maintained, and kept current throughout each project’s lifecycle

Keeps the team’s Data Catalog up to date, ensuring data sources, definitions, and ownership information remain accurate and accessible

Maintains training materials, business dictionaries, and other knowledge repositories to support team onboarding and stakeholder self-service

Champions an ownership model and process-driven approach to documentation, rather than ad hoc updates

Other duties as assigned

Qualifications, Knowledge, Skills, and Abilities

Bachelor’s degree, required; focus in Finance, Information Systems, or Business, preferred

Experience

Five (5) to eight (8) years of experience as a project manager, business analyst, project coordinator, or similar role, with demonstrated experience monitoring and reporting on project portfolios, required

Experience managing project intake, backlogs, or sprints using Azure DevOps or a similar work-tracking tool, required

Experience working with ITSM/ticketing tools such as ServiceNow, preferred

Experience working in finance, accounting, or a professional services environment, preferred

License/Certifications

Project Management Professional (PMP)® or CAPM, preferred

Certified Business Analysis Professional (CBAP) or similar business analysis certification, preferred

Scrum Master or Agile Certified Practitioner, preferred

Software

Proficient in Microsoft Office suite, including Word, Excel, PowerPoint, and Outlook, required

Proficient with Azure DevOps (Boards/Sprints) and ServiceNow, or similar project/ITSM tools, required

Familiarity with Power BI or other business intelligence/reporting tools, preferred

Other Knowledge, Skills, & Abilities

High level of curiosity and eagerness to learn

Ability to think critically to solve problems and identify practical solutions to unblock projects

Demonstrates attention to detail while also understanding the big picture

Excellent verbal and written communication skills, with the ability to translate technical topics for non-technical audiences

Excellent collaboration and facilitation skills, with the ability to work effectively with cross-functional teams

Strong knowledge of project management principles and business analysis techniques

Strong organizational skills, specifically the ability to manage multiple requests and deadlines with a focus on details

Self-motivated, process-oriented, and passionate about documentation, data stewardship, and continuous improvement

Ability to successfully interact with professionals and stakeholders at all levels

Use of care with financial data by ensuring accurate numbers while protecting sensitive data

Uses AI tools responsibly and ethically in support of team deliverables

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: $105,000 - $120,000

Maryland Range: $105,000 - $120,000

NYC/Long Island/Westchester Range: $105,000 - $120,000

About Us

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 our 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.

Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

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”

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Worksite address

cincinnati, OH, 45208, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.