Global Services Initiatives and Process Excellence Director

Key Responsibilities

• Leads end‑to‑end execution of PTP and CTC process transformation initiatives, including process standardization, system enablement, and operating model design
• Oversees and develops the Global Process Leads in the PTP and CTC areas
• Oversees initiatives across various accounts payable, vendor management, cash management, receivables, billing, collections, dispute management, and cash application
• Partners with IT and finance teams on ERP, workflow, and automation projects, (e.g., AP automation, billing enhancements, credit and collections optimization), focusing on delivering best in class processes
• Ensures controls, compliance, and audit requirements are embedded into all PTP and CTC processes
• Defines knowledge management strategy to ensure each process in OTC and PTP have fully documented SOPs
• Establishes and scales an Operational Excellence framework for Global Services
• Owns performance management across Global Services, ensuring transparency, accountability, and continuous improvement
• Drives root cause analysis and corrective actions for SLA misses, quality issues, and customer pain points
• Embeds Lean, Six Sigma, or similar methodologies to improve cycle time, quality, and cost
• Defines and institutionalizes operational metrics across PTP and CTC
• Develops executive‑level dashboards and operational reviews to communicate performance, trends, and improvement opportunities
• Builds strong relationships with internal customers, balancing service quality with cost and standardization objectives
• Identifies, prioritizes, and delivers continuous improvement initiatives across PTP and OTC processes
• Establishes a demand pipeline of improvement ideas and manages execution through disciplined project governance
• Other duties as required

Supervisory Responsibilities

• Monitors and provides performance feedback of all personnel reporting to this position throughout the performance year
• Ensures all direct reports are effectively trained on systems and processes related to the finance department
• Prepares and conducts annual performance reviews for all direct reports
• Assists direct reports with prioritization of workload, communications, etc. and delegates work assignments to direct reports as appropriate

Qualification & Requirements

Qualifications, Knowledge, Skills, and Abilities:

• Bachelor’s degree required; focus in Finance, Accounting, Business, Operations, preferred

Experience

• Ten (10) or more years of experience in finance operations, shared services, or transformation roles required
• Leadership experience delivering PTP and CTC projects at scale, required
• Experience designing and managing SLAs, KPIs, and service frameworks required

License/Certifications

• Six Sigma Green Belt, preferred

Software

• Proficiency with Microsoft Office Suite, specifically Word and Excel, required
• Oracle Financials or similar software experience, preferred

Other Knowledge, Skills, & Abilities

• Strong understanding of finance processes, controls, and operational metrics
• Demonstrated ability to lead cross‑functional initiatives and influence senior stakeholders
• Strong organizational abilities and problem-solving skills
• Excellent verbal and written communication skills
• Financial acumen
• Analytical ability
• Excellent time management skills
• Project management skills

Benefits

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities
• BDO Total Rewards that encompass so much more than traditional “benefits.”
• Benefits may be subject to eligibility requirements.