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FP&A Market Leader
FP&A Market LeaderBDO USA • Portage, MI, US
FP&A Market Leader

FP&A Market Leader

BDO USA • Portage, MI, US
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Financial Planning & Analysis (FP&A) Market Leader

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

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    Market Leader • Portage, MI, US

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