FP&A Business Line Lead & Strategy Partner

BDO USA; West Palm Beach (FL); On-site; USD 100,000 - 140,000; Full time

Job summary

BDO USA is seeking a Financial Planning & Analysis (FP&A) Business Line Leader to oversee financial analysis and planning for a defined business line, such as Advisory or Specialty Assurance.

You will collaborate with business line leaders to deliver insights that drive strategic decisions and improve financial performance, while supporting planning, forecasting and long-term plans tailored to the business line.

Qualifications

• Bachelor’s degree in Accounting or Finance; required.
• Six+ years of finance experience; professional services preferred.
• Prior managerial experience preferred.
• Advanced Excel skills required.
• Experience with financial systems such as PeopleSoft, Hyperion or OneStream preferred.

Responsibilities

• 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.

Skills

Leadership

Strategic thinking

Communication skills

Deadline-driven

Analytical thinking

Education

Bachelor’s degree in Accounting or Finance

Tools

Microsoft Excel

PeopleSoft

Hyperion

OneStream

Job description

BDO USA is seeking a Financial Planning & Analysis (FP&A) Business Line Leader to oversee financial analysis and planning for a defined business line, such as Advisory or Specialty Assurance.

You will collaborate with business line leaders to deliver insights that drive strategic decisions and improve financial performance, while supporting planning, forecasting and long-term plans tailored to the business line.