Job Description

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, 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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