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. The role delivers accurate budgeting, forecasting, and financial reporting, provides actionable insights to drive segment performance, leads special projects and process improvement initiatives, collaborates with business management to analyze financial results, and supports the implementation of technology tools.

It contributes to team development and promotes a culture of continuous improvement and excellence.

• Research, analyze, and interpret financial results.
• Support leaders in their functional areas by providing meaningful insights into drivers of financial performance.
• Work closely with business management to improve long‑term financial results.
• Identify and implement business process improvement ideas.
• Develop and document functional understanding of technology tools.
• Prepare segment‑level budgets, forecasts, and long‑term financial plans.
• Lead special projects and financial improvement initiatives.
• Other duties as required.

• Coach managers and staff within FP&A.
• Assist the Segment Leader with growing the team technically and professionally.

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

• Seven or more years of finance experience (required).
• Five or more years of team management experience (preferred).
• Prior experience in a professional services firm such as accounting, financial services, business advisory, or banking industries (preferred).
• CP‑A certification preferred.
• Highly proficient in Microsoft Office Suite, specifically Excel (required).
• Experience with One Stream, Hyperion, or similar Business Intelligence systems (preferred).
• Experience with People Soft Financials or similar ERP systems (preferred).
• Strong analytical abilities and advanced financial modeling skills.
• Superior verbal and written communication skills.
• Ability to collaborate successfully with other departments and interact with internal customers at all levels.
• Ability to coach and develop managers and staff on the team.
• Ability to work in a deadline‑driven environment and manage multiple tasks amid ambiguity.
• Strong attention to detail.

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

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. BDO USA, P.A. is a M/F/Veteran/Disability EO employer.