The Senior Financial Analyst is responsible for analyzing results, monitoring variances, identifying trends and recommending action to improve financial metrics to drive firm profitability. The Senior Financial Analyst may be involved in a variety of ad-hoc analytical and reporting projects in support of Financial Planning & Analysis (FP&A) objectives.

Job Duties:

Supports FP&A team and leaders throughout the organization by providing insightful reporting and analysis of financial information

Helps build models and dashboards that help with data visualization and provide actionable decision-making support

May support expansion activities related to data mapping, conversion, and onboarding of new practices and personnel across the firm

Supports creation of the financial forecasts, including revenue and workforce projections, operating costs and related key performance indicators

Prepares, distributes, interprets and explains standard and ad-hoc financial reports for firm leadership

Monitors UAR, AR and reserve balances for assigned region(s), and manages all necessary follow up tasks, as appropriate

May be involved in preparation of training materials

Other duties as required

Supervisory Responsibilities:

May supervise the day to day work assignments of Financial Analysts as necessary

Provides verbal and written coaching and performance feedback to Financial Analysts as necessary

Acts as a mentor to Financial Analysts

Qualifications, Knowledge, Skills and Abilities

Education:

Bachelor’s degree, required; focus in Accounting or Finance, preferred

Experience:

Three (3) or more years of general accounting, finance, or financial planning and analysis experience, required

Prior experience working within a professional services firm, preferred

License/Certifications :

N/A

Software:

Mastery of Microsoft Office Suite, specifically Excel, required

Prior experience with PeopleSoft Financials, Financial Reporting Applications (i.e. Hyperion, OneStream, etc.) and/or Data Visualization tools (i.e. Power BI), preferred

Language:

N/A

Other Knowledge, Skills & Abilities:

Excellent verbal and written communication skills

Ability to maintain the highly confidential nature of information

Capable of working and communicating effectively with professionals at all levels

Able to work in a deadline-driven environment and handle multiple projects / tasks with an attention to detail

Ability to successfully multi-task while working independently or within a group environment

Possesses superior customer service skills

Willingness to travel as needed

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: $65,000 - $95,000 Maryland Range: $65,000 - $95,000 NYC/Long Island/Westchester Range: $65,000 - $95,000

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

As technology continues to shape how we work, BDO values the ability to apply generative and agentic AI solutions to develop work products, improve workflows and identify potential risks. Across our firm, we emphasize professional judgment in validating AI-generated outputs for accuracy, quality, and compliance.

We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more !

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets Click here to find out more !