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

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