Strategic FP&A Leader for Advisory & Specialty

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

Benefits offered by this job

ESOP

Job summary

BDO USA, P.A. in Charlotte seeks an FP&A Business Line Leader to oversee financial analysis and planning for a defined business line, such as Advisory or Specialty Assurance. You will partner with line leaders to deliver insights, drive strategic decisions, and improve financial performance.

The role emphasizes budgeting, forecasting, and long-range planning, with a focus on profitability, risk management, and cross-functional collaboration across the client base.

Qualifications

• Bachelor's degree in Accounting or Finance required or preferred.
• Six or more years of finance experience.
• Experience in a professional services firm (accounting/financial services/advisory/banking) 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 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

Finance experience

Forecasting

Advanced Excel

Communication

Education

Bachelor's degree in Accounting or Finance

Tools

PeopleSoft

Hyperion

OneStream

Job description

BDO USA, P.A. in Charlotte seeks an FP&A Business Line Leader to oversee financial analysis and planning for a defined business line, such as Advisory or Specialty Assurance. You will partner with line leaders to deliver insights, drive strategic decisions, and improve financial performance.

The role emphasizes budgeting, forecasting, and long-range planning, with a focus on profitability, risk management, and cross-functional collaboration across the client base.