FP&A Business Line Leader

BDO USA; Raleigh (NC); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

ESOP

Total Rewards benefits

Job summary

BDO USA is seeking a Financial Planning & Analysis (FP&A) Business Line Leader to oversee financial analysis and planning for a designated business line, such as Advisory or Specialty Assurance. The role partners with business line leaders to drive strategic decisions and improve profitability.

The position requires leading FP&A activities, preparing budgets and forecasts, and providing insights to executives.

Qualifications

• Bachelor’s degree in Accounting or Finance required; focus in Accounting or Finance preferred.
• Six or more years of finance experience required.
• Prior experience in a professional services firm such as accounting, financial services, or advisory preferred.
• Prior managerial experience 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 to prepare budgets, forecasts, and long-term plans.
• Provides training on financial processes and systems; seeks process improvements.

Skills

Finance experience

Financial analysis

Leadership

Communication skills

Excel proficiency

Education

Bachelor's degree in Accounting or Finance

Tools

PeopleSoft

Hyperion

OneStream

Excel

Job description

Job Description

The 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.

Job Summary

The 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.

Job Duties

• 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

Supervisory Responsibilities

• May serve as a career advisor, as assigned

Education

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

Qualifications, Knowledge, Skills and Abilities

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

Experience

• 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

Software

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

Other Knowledge, Skills & Abilities

• Displays superior verbal and written communication skills
• Capable of working and communicating effectively with professionals at all levels
• Ability to work in a deadline- drive 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

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: $100,000 - $140,000

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

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

About Us

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.

• Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"