Job Description

Job Summary:

The Financial Planning & Analysis (FP&A) Market Leader is responsible for managing financial analysis and planning efforts within a specific market of a Geography. This position focuses on understanding market dynamics and trends to provide actionable insights that support decision-making and enhance financial outcomes. The Market Leader collaborates with Client Facing Market Leaders and FP&A Geography Leaders to align financial strategies with market opportunities and challenges, supporting planning and forecasting activities relevant to their specific market.

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
• Leads and manages FP&A activities for a client base with a medium scope of responsibility
• Provides insight & analysis to leaders
• Strategically partners 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

Qualifications, Knowledge, Skills, and Abilities:

Education:

• 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: $95,000 - $120,000
Maryland Range: $95,000 - $120,000
NYC/Long Island/Westchester Range: $95,000 - $120,000

About Us

Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities
• BDO Total Rewards that encompass so much more than traditional "benefits." Click here to find out more!

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

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