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Tax Business Analyst Senior Manager, Digital Transformation & Innovation

BDO USA, LLP
United States, Pennsylvania, Philadelphia
1801 Market Street (Show on map)
Mar 05, 2025

Job Summary:

The Business Analyst Senior Manager, Digital Transformation & Innovation (DT&I) plays a pivotal role in driving the strategic initiatives that enhance our digital capabilities. The Senior Manager analyzes business processes, identifies opportunities for digital innovation, and implements solutions that align with the strategic goals of our Tax practice. The ideal candidate has a strong understanding of technology, process, and data.

The Senior Manager coordinates with the tax practice, DT&I and National IT to create and implement technology tools to meet the needs of our clients and professionals.

Job Duties:



  • Creates prototypes and low code solutions, as required
  • Creates reports, dashboards, and visualizations, as required
  • Gathers requirements from business stakeholders and translates them as features and user stories
  • Grooms requirements for architects and developers
  • Prepares/reviews technical documentation for assigned products
  • Develops relationships with key business partners
  • Prepares and/or reviews test plans
  • Performs functional product testing, as required
  • Utilizes understanding of BDO's tax technology strategy and overall portfolio. Implements strategy on assigned portfolio
  • Architects solutions to meet business needs based on technology strategy
  • Designs and tests business processes and recommends improvements
  • Analyzes process issues and bottlenecks to make improvements
  • Identifies automation opportunities
  • Gathers and analyzes data related to assigned products and projects
  • Communicates insights and findings to product managers and technical leaders
  • Identifies business opportunities and ways to capitalize on them
  • Performs data discovery, analysis, and modelling
  • Facilitates process design, requirements gathering, and product design workshops
  • Participates as part of product team leadership
  • Communicates with and manages executive-level stakeholders
  • Assists with project management, as required
  • Coordinates with National IT to schedule required reviews and deployment of tools
  • Other duties as required


Supervisory Responsibilities:



  • Acts as a direct supervisor to team members, as assigned
  • Acts as a mentor, as assigned



Qualifications, Knowledge, Skills, and Abilities:

Education:



  • Bachelor's Degree, required; focus in Computer Science, Information Technology, Accounting, Management, Finance, or Engineering, preferred


Experience:



  • Eight (8) or more years of experience as a business analyst, project coordinator, project manager, business manager, technical writer, technical support, or systems analyst, required
  • Tax experience, preferred
  • Public accounting experience, preferred


License/Certifications:



  • Certification in business analysis, process design, project management, product management, CPA, or EA, required


Software:



  • Knowledge of documenting requirement using Azure DevOps or Jira, required
  • Strong Microsoft Power Platform (PowerBI, Power Automate, Power Apps, Dataverse) skills, preferred
  • Fundamental knowledge of SQL Server skills, preferred
  • Foundational knowledge of Alteryx, preferred


Other Knowledge, Skills, & Abilities:



  • Knowledge of creating technical product documentation
  • Process design and optimization skills
  • Strong technical writing skills
  • Strong analytical, critical thinking and problem-solving abilities
  • Strong presentation skills
  • Strong organizational skills
  • Strong management skills
  • Ability to work in a fast-paced environment and balance multiple priorities
  • Ability to manage priorities across a large portfolio
  • Knowledge in generating process and technical documentation
  • Willingness to learn and stay current with emerging technologies
  • Strong relationship building skills across functions
  • Ability to understand business and technology strategy and implement it on assigned portfolio
  • Data analysis and analytics skills
  • Strong negotiation skills
  • Strong facilitation skills

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