The Team – Strategy & Transformation
Join a team of talented professionals with deep business and finance transformation experience to guide clients through major transactions (M&A, carve outs, IPOs), new system implementations, and organizational challenges. We help organizations develop business strategy and execute on transformation initiatives in the areas of operational accounting, financial process improvement, financial technology enablement, FP&A, and transactions.
Your Impact
- Work with a diverse set of commercial clients ranging from growth and mid-size companies to leading enterprise Fortune 100 brands.
- Deliver strategic advice and solutions to C-Level executives on how to obtain value from major investments and transformations.
- Facilitate client working sessions ranging from executive and board level meetings to large group presentations and requirements gathering exercises.
- Lead current state assessments of business challenges and build improvement roadmaps.
- Leverage a “roll-up your sleeves” style to develop and execute against clients’ strategic initiatives.
- Manage and coach project teams to deliver complex engagements.
- Participate in business development efforts across all stages (market analysis, client sourcing, relationship building, proposal development, oral presentations).
- Build and maintain meaningful relationships with clients at all levels that are based on integrity and trust.
- Contribute perspectives on the implications of market trends such as data and digital transformation, emerging technology, macro-economic trends, regulatory demands.
Minimum Qualifications
- BA/BS in Business, Accounting, Finance, or related discipline
- 5+ years of client-facing experience in a professional services organization, and/or highly relevant industry experience in Finance, Operations or Accounting
- Demonstrated track record helping companies undergo major transformations
- Functional experience with the following:
- Standing up and managing major PMO organizations (particularly in a Scrum or Scaled Agile model)
- Finance Transformation, including work with tools and processes associated with Close and Consolidation, FP&A, Order to Cash, Procure to Pay, or Treasury Management
- Business Transformation, including process optimization (BPR, Six Sigma/Lean), process automation (i.e. RPA), and performance benchmarking
- Prior experience working directly with and advising C-Level executives, including experience presenting complex ideas and facilitating executive workshops
- Highly effective interpersonal skills and emotional intelligence
- Experience providing mentorship and leadership to more junior team members
- Track record of managing projects and/or workstreams to successful completion
- Willingness to travel at least 25% of the time
Preferred Qualifications
- Master of Business Administration (may substitute for business-related undergraduate degree)
- Progressive responsibility in managing client relationships and achievement against business development goals