FP&A Business Line Leader

Job Description

Financial Planning & Analysis (FP&A) Business Line Leader is responsible for overseeing financial analysis and planning activities specific to a particular business line such as Advisory or Specialty Assurance. This role involves collaborating with business line leaders to provide insights and recommendations that drive strategic decisions and improve financial performance. The Business Line Leader supports planning and forecasting activities tailored to the unique needs and goals of the business line.

• Leverages technology to research, compile and analyze financial information, both standard and ad hoc
• Monitors and analyzes financial performance against budgets/forecasts
• Researches and determines causes of budget variances and communicates to the leaders
• Works with leaders this role supports to prepare budgets, forecasts and long-term plans
• Provides supplemental financial processes/systems training to end users, and actively seeks ways to improve process and share knowledge
• Monitors UAR, AR and reserve balances for assigned region(s), and manages all necessary follow up tasks, as appropriate
• Supports preparation of executive management and board meeting materials
• Establishes strong rapport with leaders and peers throughout the organization
• Leading and managing FP&A activities for a client base with a medium scope of responsibility
• Provide insight & analysis to leaders
• Strategically partner with firm leaders to proactively anticipate issues, maximize profitability, and minimize financial risk
• Other duties as required

• May serve as a career advisor, as assigned

• Bachelor’s degree, required; focus in Accounting or Finance, preferred

• Six (6) or more years of finance experience, required
• Prior experience working within a professional services firm such as accounting, financial services, business advisory and/or banking industries, preferred
• Prior managerial experience, preferred

• Proficient in the use of Microsoft Office Suite, specifically advanced proficiency in Excel, required
• Prior experience using financial systems such as People Soft, Hyperion or One Stream strongly, preferred

• Displays superior verbal and written communication skills
• Capable of working and communicating effectively with professionals at all levels
• Ability to work in a deadline‑driven environment
• Ability to successfully multi‑task while working independently or within a group environment
• Superior analytical and the ability to apply analysis in determining appropriate next steps
• Keen attention to detail
• Leadership & strategic thinking skills

National Range: $95,000 - $150,000

Maryland Range: $95,000 - $150,000

NYC/Long Island/Westchester Range: $95,000 - $150,000

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team.

BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well‑being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits
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