FP&A Business Line Leader - Strategic Financial Insights

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

Benefits offered by this job

ESOP

Job summary

BDO USA, Charlotte, NC, seeks a Financial Planning & Analysis Business Line Leader to oversee financial analysis and planning for a key practice. You will partner with line leaders to deliver insights that drive strategic decisions and improve profitability.

The role emphasizes budgeting, forecasting, and long-range planning, leveraging advanced Excel and financial systems to support executive materials and decision making.

Qualifications

• Bachelor’s degree in Accounting or Finance is required.
• Six or more years of finance experience, required.
• Experience in a professional services firm is 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 seeks ways to improve processes.
• Monitors UAR, AR and reserve balances for assigned region(s) and manages follow up tasks.
• Supports preparation of executive management and board meeting materials.
• Establishes strong rapport with leaders and peers throughout the organization.
• Leads FP&A activities for a client base with a medium scope of responsibility.
• Provides insight and analysis to leaders.
• Strategically partners with firm leaders to anticipate issues, maximize profitability, and minimize financial risk.

Skills

Verbal and written communication

Leadership & strategic thinking

Deadline-driven

Analytical ability

Education

Bachelor's degree in Accounting or Finance

Tools

Microsoft Excel (advanced)

PeopleSoft

Hyperion

OneStream

Job description

BDO USA, Charlotte, NC, seeks a Financial Planning & Analysis Business Line Leader to oversee financial analysis and planning for a key practice. You will partner with line leaders to deliver insights that drive strategic decisions and improve profitability.

The role emphasizes budgeting, forecasting, and long-range planning, leveraging advanced Excel and financial systems to support executive materials and decision making.