Business Performance Improvement - Finance & Performance Management (Financial Services) Director

Protiviti • Dallas, TX

2d • Hybrid

About The Position

The Business Performance Improvement (BPI) practice is seeking a Director to join our growing Financial Services team. Directors are focused on developing business opportunities in the marketplace and are valuable leaders within our organization and the business community. Directors pride themselves on client satisfaction and, as leaders on engagements, ensure that each engagement project is performed to Protiviti's standards of quality and meets the needs of the client. Directors, partnering with the Managing Directors, ensure that each client project is completed with the client satisfied with our service and the quality of our work. Directors develop lasting relationships within the business community and are respected for their areas of expertise — shaping and executing enterprise process excellence strategy with executive stakeholders across banking, capital markets, and wealth and asset management clients.

Requirements

• Advanced verbal and written communication skills, including documentation of findings and recommendations.
• Experience evaluating existing business processes, recommending enhancements, and implementing changes at scale, including building enterprise process inventories and repeatable process transformation playbooks.
• Experience assisting clients with managing change through the implementation of proposed recommendations.
• Experience leading significant client checkpoint meetings related to project progress.
• Experience leading transformational finance and accounting projects, including investor/fund performance reporting and month-end close optimization.
• Strong interpersonal skills to interact in a team environment and foster client relationships.
• Experience participating in or leading business development opportunities.
• Knowledge of finance strategy development and process improvement, including order-to-cash, procure-to-pay, and record-to-report.
• Strong understanding of shared services and global business services design and implementation, including Target Operating Model (TOM) design, managed services, and offshoring advisory.
• Experience in robotic process automation and intelligent automation, outsourcing and offshoring advisory, financial planning and analysis (FP&A), financial close, consolidation, and reporting.
• Proficiency with process and task mining tools such as Microsoft Power Automate, UiPath, and Celonis, and process mapping/BPMN tools such as SAP Signavio, IBM Blueworks, Nintex Process Manager, and Microsoft Visio.
• Experience supporting accounting transitions, including lease accounting, revenue recognition, reconciliation, and restatement support.
• Bachelor's degree, in a relevant discipline (e.g., Accounting, Finance, Information Technology or Business-Related Field).
• 15 + years of experience leading teams within a consulting or financial services environment in one or more of: finance operating model design, performance management, shared services design and implementation, outsourcing advisory, and process/digital transformation.
• Proficiency in Microsoft Office 365 suite applications.
• Must reside within a reasonable daily commute of their assigned Protiviti home office by their start date.
• Must be available to be physically present at the required work location and have access to reliable transportation.

Nice To Haves

• Master's degree in Accountancy or related field.
• Professional Certification such as CPA, CIA, CFE, or similar strongly preferred.

Responsibilities

• Develop business opportunities in the marketplace.
• Act as valuable leaders within the organization and the business community.
• Ensure client satisfaction and that engagement projects are performed to Protiviti's standards of quality.
• Develop lasting relationships within the business community.
• Shape and execute enterprise process excellence strategy with executive stakeholders.
• Take the lead role in maintaining primary contact with significant clients while managing their expectations, project scope, and related operational matters.
• Participate in engagement sales opportunities and consistently develop work at existing clients.
• Convert client business challenges into additional sales opportunities.
• Discover new opportunities with current and potential clients through thought leadership, proposal writing, and client interactions.
• Design and develop thought leadership materials.
• Promote Protiviti's mission, vision, and values.
• Encourage collaboration across teams to ensure effective execution.
• Direct cross-functional teams across process intelligence, re-engineering, and AI/automation to implement scalable solutions.
• Supervise teams, including performance appraisal, mentoring and coaching, work oversight and review, cross-team coordination, and team member motivation.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• FSA and HSA healthcare accounts
• Life insurance
• Accident insurance
• Adoption assistance
• Fertility assistance
• Paid parental leave up to 10 weeks
• Short-term disability
• Long-term disability
• Company 401(k) savings and investment plan with an employer match of 50% on the first 6% of contributions.
• Choice Time Off (CTO) for vacation, personal needs, and sick time (up to 20 days per calendar year for new hires).
• 11 paid holidays each calendar year.
• Annual bonus plan

What This Job Offers

• Job Type: Full-time
• Career Level: Director