FP&A Business Line Leader: Strategy & Forecasting

BDO USA; Akron (OH); 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 registered business line such as Advisory or Specialty Assurance. The role collaborates with business line leaders to drive strategic decisions and improve financial performance.

The position supports planning and forecasting tailored to the line’s goals, partnering with firm leadership to anticipate issues, maximize profitability, and minimize risk.

Qualifications

• Bachelor’s degree required; focus in Accounting or Finance 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
• Other duties as required

Skills

Analytical thinking

Verbal and written communication

Leadership & strategic thinking

Education

Bachelor’s degree in Accounting or Finance

Tools

Microsoft Excel (advanced)

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 registered business line such as Advisory or Specialty Assurance. The role collaborates with business line leaders to drive strategic decisions and improve financial performance.

The position supports planning and forecasting tailored to the line’s goals, partnering with firm leadership to anticipate issues, maximize profitability, and minimize risk.