FP&A Strategy & Projects Leader
BDO USA, LLP, Grand Rapids, MI, United States
Job Summary:
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
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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
#J-18808-Ljbffr