FP&A Special Projects Leader

Job Summary: 

The Financial Planning & Analysis Special Projects Leader serves as the assistant to the Senior Director of FP&A, with main goal of creating capacity and removing bottlenecks in the department, by supporting the daily ad hoc requests and enabling progress for current FP&A projects and tasks in flight. This role partners with the other FP&A team members as well as other departments to help with forecasts, budgets and executive reporting and financial modeling of predictions. The Special Projects Leader helps to support standardization of FP&A processes, improve efficiency and controls where needed. The position will participate in enhancements of the planning system (OneStream) in coordination with Financial Systems, Accounting, and IT. 

Job Duties:

• Leads and fulfills ad hoc financial analyses and executive requests within defined timelines and quality standards
• Partners with other FP&A team members to support annual budgeting and quarterly/monthly forecast cycles, including templates, deliverables and process improvements 
• Works jointly with segment FP&A leaders and business management to validate assumptions and monthly/quarterly forward-looking metrics and enable timely progress on these items
• Prepares executive-ready materials for leadership and board-level presentations, including commentary and key insights
• Improves FP&A processes through documentation, standard work, governance, and cycle-time reduction initiatives
• Helps to design and implement planning system (OneStream) improvements/simplifications, working together with the IT and Financial System departments 
• Builds partnerships with other FP&A and Finance department team members
• Other duties as required 

Qualifications, Knowledge, Skills and Abilities:

Education:

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

Experience:

• Twelve (12) or more years of general accounting experienced, required
• Five (5) or more years of management experience, preferred 

License/Certifications:

• CPA, preferred 

Software:

• Proficient in the use of Microsoft Office Suite, specifically Excel, required
• OneStream, Hyperion, or similar Business Intelligence systems experienced, required 
• Experience with Oracle or similar ERP systems, preferred

Language:

• N/A

Other Knowledge, Skills & Abilities:

• Displays superior verbal and written communication skills
• Demonstrated ability to translate financial results into clear executive-level insights and recommendations
• Demonstrated ability to standardize processes, improve controls, and increase reporting efficiency through automation and governance
• Advanced financial modeling, scenario planning, and sensitivity analysis capabilities
• Strong analytical skills with consistent accuracy, reconciliation discipline, and attention to detail
• Strong stakeholder management skills across Finance, segment leadership, Accounting, and IT
• Ability to manage competing priorities in a deadline-driven environment with predictable delivery and quality

 

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: $140,000 - $160,000                                                                                                                                                       Maryland Range:  $140,000 - $160,000
New Jersey Range:  $140,000 - $160,000
NYC/Long Island/Westchester Range:  $140,000 - $160,000

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