FP&A Assistant Segment Leader

Job Summary: 

The FP&A Assistant Segment Leader manages financial planning and analysis activities for a designated business segment, supporting segment leadership in achieving financial objectives. This position delivers accurate budgeting, forecasting, and financial reporting, and provides actionable insights to drive segment performance. The FP&A Assistant Segment Leader leads special projects and process improvement initiatives, collaborates with business management to analyze financial results, and supports the implementation of technology tools. This role contributes to the development of team members and promotes a culture of continuous improvement and excellence in financial planning and analysis.  This role is critical in assisting the FP&A Segment Leader service the business and drive the team forward.
 

Job Duties: 

• Researches, analyzes and interprets financial results
• Supports leaders in their functional area by providing meaningful insights into drivers of the financial performance
• Works closely with business management with an eye towards improving long-term financial results
• Identifies and implements business process improvement ideas 
• Develops and document functional understanding of technology tools 
• Prepares segment-level budgets, forecasts and long-term financial plans
• Leads special projects and financial improvement initiatives
• Other duties as required 

Supervisory Responsibilities:

• Coaches managers/staff within FP&A 
• Assists the Segment Leader with growing the team technically and professionally
   

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor’s degree required; focus in Finance, preferred

Experience:

• Seven (7) or more years of finance experience, required 
• Five (5) or more years of team management experience, preferred
• Prior experience working within a professional services firm such as, accounting, financial services, business advisory, and/or banking industries, preferred 

License/Certifications:

• CPA, preferred

Software:

• Highly proficient in the use of Microsoft Office Suite, specifically Excel, required
• OneStream, Hyperion or similar Business Intelligence systems experience, preferred 
• Experience with PeopleSoft Financials or similar ERP systems, preferred

Other Knowledge, Skills & Abilities:

• Strong analytical abilities, including ability to understand and interpret financial results and provide sound business guidance
• Displays superior verbal and written communication skills 
• Demonstrates ability to successfully collaborate with other departments
• Effectively interacts with internal customers at all levels
• Advanced financial modeling skills
• Ability to coach and develop managers and staff on the team
• Ability to work in a deadline-drive environment 
• Ability to successfully multi-task and cope with ambiguity
• Strong attention to detail

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: $120,000 - $155,000 Maryland Range: $120,000 - $155,000 NYC/Long Island/Westchester Range: $120,000 - $155,000

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