Finance Data and Transformation Leader

Job-ID: 14689Category: Finance and AdministrationLocation: Chicago, IL, United States; Grand Rapids, MI, United States; St Louis, MO, United States; Detroit, MI, United States; Kalamazoo, MI, United States; Rosemont, IL, United States; Oak Brook, IL, United States; Akron, OH, United States; Cleveland, OH, United States; Columbus, OH, United States; Philadelphia, PA, United States; Boston, MA, United States; New York, NY, United StatesSchedule: Full timePosted: 2026-11-11Closes: 2026-11-14Job Summary:The Finance Data & Transformation Leader leads the Data & Transformation function within Finance, with responsibility for three core capabilities: Data Stewardship & Governance, AI Solutions & Innovation, and Automation Governance & Enablement.The role serves as Finance’s primary liaison for enterprise data [JB1.1]and is responsible for ensuring Finance data is accurate, consistently defined, well documented, and appropriately governed across downstream systems and solutions. This includes partnering with Data Engineering to procure and develop new Finance data assets, maintaining the Finance data catalog, establishing trusted sources of data, and reducing unnecessary duplication of data.The role also leads Finance’s adoption of responsible AI, including identifying and developing AI-enabled solutions for Finance and overseeing Finance-owned AI agents that support the broader firm. The leader continuously evaluates emerging AI capabilities and identifies opportunities to responsibly apply new technology to Finance processes, services, and information delivery.Additionally, the role serves as Finance’s subject matter expert and solution steward for workflow and process automation, establishing appropriate governance and providing technical direction for Finance-owned automation solutions.The Finance Data & Transformation Leader works closely with technical resources across the Finance technology organization, including shared development resources, to deliver SQL, data, AI, and automation solutions while maintaining clear ownership of strategy, priorities, governance, and solution requirements.Job Duties:Data Stewardship & GovernanceServes as Finance’s primary liaison with Data Engineering for new and enhanced data tables, views, and reusable data assetsOwns and maintains the Finance data catalog, including key data definitions, sources, ownership, and documentationEstablishes trusted sources of Finance data and minimize unnecessary duplication of data assetsEnsures Finance data and business definitions are accurate and consistent across CPM, BI reporting, and other downstream solutionsIdentifies data gaps and inconsistencies and coordinate with Finance, Data Engineering, and other technology teams to resolve themProvides functional direction to technical resources supporting Finance data and SQL developmentAI Solutions & InnovationLeads Finance’s adoption of responsible AI and emerging AI capabilitiesIdentifies and develops AI agents and other AI-enabled solutions that improve Finance processes and servicesDevelops, maintains, and governs Finance-owned AI agents that support Finance and the broader firmEstablishes appropriate ownership, documentation, and lifecycle practices for Finance AI solutionsStays current on emerging AI technologies and evaluate their potential application within FinanceAutomation Governance & EnablementServes as Finance’s subject matter expert and solution steward for workflow and process automation, with particular expertise in Microsoft Power Automate.Establishes governance, documentation, ownership, and lifecycle standards for Finance-owned automationsIdentifies opportunities to automate and improve Finance processesProvides functional direction to shared technical resources supporting automation developmentPromotes reusable, scalable automation solutions while minimizing unnecessary duplicationCross-Functional LeadershipPartners within the Finance BI team to promote consistent and accurate Finance data across reporting tools and systemsProvides functional direction and prioritization to shared technical resources supporting Data & Transformation initiativesCoordinates with Finance, Data Engineering, and technology teams to deliver scalable, sustainable solutionsSupervisory Responsibilities:Coaches, advises, and develops staff within the Finance BI teamSupports the Finance BI Leader in developing team capability and capacity through training, documentation, and continuous improvementProvides mentorship, SQL best-practice guidance, and report/code review to ensure quality and consistencyQualifications, Knowledge, Skills and Abilities:Education:Bachelor’s degree required; focus on Finance, Accounting or Data/Analytics, preferredExperience:Prior experience with data governance, data stewardship, data engineering, or related disciplines, requiredFive (5) or more years of SQL experience writing queries and reports, requiredExperience developing or implementing AI agents or other AI-enabled business solutions, requiredPrior experience working within a professional services firm such as accounting, financial services, business advisory, and/or banking industries, preferredSoftware:Highly proficient in the use of Microsoft Office Suite, advanced Excel, requiredExperience with Power Automate, requiredExperience with Power BI, preferredExperience with Oracle or similar ERP systems, preferredOther Knowledge, Skills & Abilities:Strong analytical abilities, including ability to interpret financial resultsExcellent verbal and written communication; able to translate to non-technical audiencesDemonstrates ability to successfully collaborate with other departmentsEffectively interacts with internal customers at all levelsAbility to coach and develop analysts/developers; provides quality review and promotes best practicesAbility to work in a fast-paced environmentAbility to successfully multi-task and advance projects through ambiguityStrong attention to detailExperience working across business, data engineering, and technology teamsIndividual 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 - $140,000Maryland Range: $120,000 - $140,000NYC/Long Island/Westchester Range: $120,000 - $140,000About the companyAt 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.As technology continues to shape how we work, BDO values the ability to apply generative and agentic AI solutions to develop work products, improve workflows and identify potential risks. Across our firm, we emphasize professional judgment in validating AI-generated outputs for accuracy, quality, and compliance.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/vetsClick here to find out more!