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. 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.

• Researches, analyzes, and interprets financial results.
• Supports leaders in their functional area by providing meaningful insights into drivers of financial performance.
• Works closely with business management with an eye toward improving long‑term financial results.
• Identifies and implements business‑process improvement ideas.
• Develops and documents 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.

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

Bachelor’s degree required; focus in Finance preferred.

• Strong analytical abilities, including understanding and interpreting financial results and providing sound business guidance.
• Superior verbal and written communication skills.
• 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‑driven environment.
• Ability to successfully multi‑task and cope with ambiguity.
• Strong attention to detail.

• 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).

• CPA (preferred).

• Highly proficient in the use of 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).

Individual salaries are determined after consideration of numerous factors, including but not limited to the candidate’s qualifications, experience, skills, and geography.

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

Join us at BDO, where your work is impactful and you are valued for your individuality. We offer flexibility, advancement opportunities, and a culture centered around meaningful connections, curiosity, and authenticity. Our purpose is to help people thrive every day, delivering exceptional and sustainable outcomes for our people, clients, and communities. BDO is a proud ESOP company, emphasizing people-first values and financial benefits.

Equal Opportunity Employer, including disability/veteran status. 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 an EEO employer M/F/Veteran/Disability.