Assurance Strategy Execution & Operations Leader

BDO USA•Milwaukee, WI

About The Position

The Assurance Strategy Execution & Operations Leader serves as a strategic operations partner and chief-of-staff-type resource to the National Managing Principal of Assurance. The role helps translate Assurance strategy into clear priorities, operating rhythms, action plans, and measurable progress by driving coordination, follow-through, execution, and accountability across the consolidated Assurance practice. This leader supports the Assurance executive team in advancing strategic priorities, fostering national alignment across Assurance business lines, and surfacing alignment concerns to appropriate stakeholders to promote a centralized approach to the practice. The role also helps the National Managing Principal anticipate priorities, risks, decisions, and opportunities, ensuring the right leaders are engaged, and the practice remains focused on key strategic and operational objectives.

Requirements

Bachelor’s degree, required
Ten (10) or more years of experience in finance, project management, consulting, strategy execution, operations, or practice management, required
Experience supporting executive leadership on strategic planning, operational execution, and cross-functional coordination, required
Experience leading complex initiatives involving multiple stakeholders, priorities, and deadlines, required
Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook, required

Nice To Haves

Focus in Accounting or Finance, preferred
Experience in Assurance operations, preferred
Experience within a professional services firm, preferred
Experience managing promotion processes, leadership communications, or strategic meeting cadences, preferred
CPA certification, preferred
Project Management Professional (PMP), preferred
Other professional certifications applicable to strategy, operations, finance, or leadership, preferred
Experience with CRM systems, preferred
Experience with financial systems including Oracle, PeopleSoft, or Hyperion, preferred

Responsibilities

Translates Assurance strategic priorities into practical workplans, milestones, operating routines, and accountability mechanisms that support execution across the practice
Represents the Assurance practice in firmwide strategic initiatives and coordinate deployment of priorities, decisions, and action items within Assurance
Connects strategic priorities to operational execution and identify gaps, dependencies, risks, and decision points that affect desired outcomes
Serves as a strategic advisor to the National Managing Principal of Assurance by pressure-testing ideas, surfacing implications, and anticipating operational and strategic needs
Builds and maintains strong working relationships with Assurance Operational Leaders to promote sharing of successful practices across markets and geographies
Maintains visibility into key priorities, timelines, owners, deliverables, and dependencies and provide leadership with a clear view of progress, risks, and upcoming decision points
Supports coordination of third-party consultants by aligning workstreams to Assurance priorities, tracking deliverables, facilitating communication, and translating recommendations into actionable next steps
Collaborates with leadership to develop and maintain the Assurance meeting cadence, including operational leader meetings, all-hands calls, principal meetings, and live strategic forums
Develop strategic agendas in partnership with leadership and ensure meeting topics align with Assurance priorities and intended outcomes
Captures meeting notes, decisions, action items, owners, and deadlines and monitor follow-through on commitments and unresolved items
Attends meetings on behalf of the National Managing Principal of Assurance, when appropriate, and summarize key themes, risks, decisions, and follow-up actions
Analyzes stakeholder feedback and synthesize data-based recommendations to support planning and design of town halls, business segment forums, and practice-wide meetings
Serves as a critical communication partner to the NMP, helping shape, draft, and coordinate clear, consistent, and strategically aligned messaging to Assurance leaders, principals, managing directors, and other key stakeholders.
Writes first drafts of proposals, emails, leadership messages, talking points, and other communications for NMP review and distribution.
Ensures communications reinforce Assurance priorities, reflect the voice and intent of the NMP, and help leaders understand the why, what, and expected actions behind key strategic and operational initiatives.
Supports monitoring of principal and managing director goal setting to maximize practice performance and evaluate alignment of goals across the practice
Reviews Pulse Survey results, including employer net promoter scores, and support development and monitoring of root cause analysis and remediation plans by market and geography
Maintains visibility into key accounts across the consolidated Assurance practice, including relationship status, ownership, planned touchpoints, satisfaction levels, and follow-up needs
Supports leadership in managing key account relationships by monitoring relationship plans, tracking client communications and visits, and surfacing relationship risks and service concerns
Plans, coordinates, and manages internal and external principal and managing director promotion processes
Supports the National Managing Principal of Assurance and Assurance leadership team in planning and executing the fiscal year strategic plan
Helps keep the National Managing Principal of Assurance current on critical strategic priorities, progress, risks, and decisions across business segments and practices within Assurance
Fosters alignment across business lines nationally and raise alignment concerns to appropriate stakeholders to support a centralized approach across the practice
Fosters alignment with Operations teams to support consistent and standardized approaches across assigned functional areas
Provides coaching and support to project teams
Other duties as required.