Project Manager, Finance Business Intelligence

Job Summary:

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:

Education:

• 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

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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