Senior FP&A Leader, Business Line Strategy

BDO USA; Jacksonville (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 specific business line such as Advisory or Specialty Assurance. You will collaborate with business line leaders to provide insights that drive strategic decisions and improve financial performance.

The role requires six+ years of finance experience, Excel expertise, and familiarity with ERP/financial systems.

Qualifications

• Bachelor's degree required; focus in Accounting or Finance preferred.
• Six+ years of finance experience required; managerial experience preferred.
• Advanced Excel skills and experience with financial systems (PeopleSoft, Hyperion, 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

Analytical ability

Communication skills

Detail oriented

Deadline-driven

Multi-tasking

Team collaboration

Education

Bachelor's degree in Accounting or Finance

Tools

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 specific business line such as Advisory or Specialty Assurance. You will collaborate with business line leaders to provide insights that drive strategic decisions and improve financial performance.

The role requires six+ years of finance experience, Excel expertise, and familiarity with ERP/financial systems.